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First Trust Financials AlphaDEX Fund

224 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 88 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
69
Reduced
88
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$764M 13,622,132 -268,422 -2%
Morgan Stanley
2
Morgan Stanley
New York
$144M 2,563,615 -129,747 -5%
Wells Fargo
3
Wells Fargo
California
$130M 2,322,169 +135,257 +6%
LPL Financial
4
LPL Financial
California
$72.9M 1,301,246 -151,663 -10%
Raymond James Financial
5
Raymond James Financial
Florida
$58.5M 1,044,135 +64,918 +7%
UBS Group
6
UBS Group
Switzerland
$28.4M 506,477 -14,886 -3%
Bank of America
7
Bank of America
North Carolina
$27.7M 494,325 -164,843 -25%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22M 391,953 +26,861 +7%
NA
9
NewEdge Advisors
Louisiana
$21.7M 387,950 +19,002 +5%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$20.9M 372,412 +145,280 +64%
NC
11
NewSquare Capital
Pennsylvania
$20.6M 367,834 -3,231 -0.9%
ASN
12
Advisory Services Network
Georgia
$20M 351,062 +715 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$18.4M 328,983 +9,080 +3%
ODG
14
O'Dell Group
Ohio
$16.6M 296,450 -55,992 -16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$16.6M 296,337 +162,267 +121%
Stifel Financial
16
Stifel Financial
Missouri
$14.8M 263,559 -15,419 -6%
NP
17
Nilsine Partners
Colorado
$14.3M 255,384 -50,844 -17%
DADC
18
D.A. Davidson & Co
Montana
$14.1M 251,881 -14,291 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$13.6M 242,517 +7,696 +3%
BEI
20
Benjamin Edwards Inc
Missouri
$11.8M 211,051 +49,599 +31%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.5M 187,967 -91,114 -33%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$9.95M 177,400 -2,935 -2%
SF
23
Summit Financial
New Jersey
$9.13M 162,813 +162,813 New
HI
24
Harbour Investments
Wisconsin
$8.99M 160,373 +4,023 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.66M 136,627 -6,132 -4%