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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Greenup Street Wealth Management
Michigan
-$3.76M -62,361 Closed
VAS
227
Vestmark Advisory Solutions
Massachusetts
-$3.11M -51,518 Closed
BRWA
228
B. Riley Wealth Advisors
Florida
-$2.69M -44,605 Closed
TWM
229
TriaGen Wealth Management
California
-$2.33M -38,653 Closed
GSIAS
230
Garden State Investment Advisory Services
New Jersey
-$1.95M -32,298 Closed
SG
231
StoneX Group
New York
-$1.79M -29,743 Closed
NA
232
Navellier & Associates
Nevada
-$1.47M -24,302 Closed
DIP
233
Davis Investment Partners
North Carolina
-$1.46M -24,055 Closed
TCOO
234
Trust Company of Oklahoma
Oklahoma
-$1.14M -18,942 Closed
WWMP
235
Wagner Wealth Management (Pennsylvania)
Pennsylvania
-$1.13M -18,771 Closed
KA
236
Kovack Advisors
Florida
-$1.05M -17,329 Closed
TF
237
Tudor Financial
Ohio
-$830K -13,757 Closed
Jane Street
238
Jane Street
New York
-$743K -12,314 Closed
MWM
239
MinichMacGregor Wealth Management
New York
-$717K -11,884 Closed
EFA
240
Englebert Financial Advisers
Pennsylvania
-$627K -10,389 Closed
AI
241
Atria Investments
North Carolina
-$502K -8,321 Closed
LS
242
Leelyn Smith
Illinois
-$455K -7,547 Closed
GWP
243
Gateway Wealth Partners
Wisconsin
-$433K -7,173 Closed
BWP
244
Balboa Wealth Partners
Arizona
-$279K -4,631 Closed
AQR Capital Management
245
AQR Capital Management
Connecticut
-$247K -4,088 Closed
CAS
246
Coppell Advisory Solutions
Texas
-$237K -3,894 Closed
OC
247
Oppenheimer & Co
New York
-$219K -3,622 Closed
RIS
248
Richmond Investment Services
Wisconsin
-$211K -3,496 Closed
PWP
249
Prasad Wealth Partners
Ohio
-$205K -3,389 Closed
KWA
250
Kingswood Wealth Advisors
California
-$204K -3,383 Closed