We are live on ! Find out more
FXO icon

First Trust Financials AlphaDEX Fund

244 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
226
GPS Wealth Strategies Group
Colorado
$10.1K -$878K -14,929 -99%
TFGT
227
TS Financial Group (TSFG)
Illinois
$8K +$59 +1 +0.8%
BWM
228
Benson Wealth Management
Tennessee
$7.66K +$7.47K +127 New
CJ
229
Caitlin John
Michigan
$7K
AG
230
AmeriFlex Group
Nevada
$6.34K -$6.17K -105 -50%
HBW
231
Hazlett, Burt & Watson
West Virginia
$6K
NFSG
232
Newbridge Financial Services Group
Florida
$5.91K
RWM
233
RMG Wealth Management
Wisconsin
$5.77K +$2.94K +50 New
FFA
234
Founders Financial Alliance
North Carolina
$5.31K -$97.8K -1,663 -95%
DFA
235
DHJJ Financial Advisors
Illinois
$4.97K -$176 -3 -4%
LFG
236
Larson Financial Group
Missouri
$4.65K
UBS AM
237
UBS AM
Illinois
$4.29K +$4.17K +71 New
PSFG
238
Park Square Financial Group
Georgia
$3.46K
KFI
239
Key Financial Inc
Pennsylvania
$3.2K
CT
240
Caldwell Trust
Florida
$3.02K
AF
241
Advisornet Financial
Minnesota
$2.55K +$2.47K +42 New
WT
242
Whittier Trust
California
$2.17K
SWM
243
Spire Wealth Management
Virginia
$1.39K
DWM
244
Darwin Wealth Management
Florida
$1.33K +$1.29K +22 New
DC
245
Davenport & Co
Virginia
-$1.11M -18,684 Closed
WFA
246
WMG Financial Advisors
Tennessee
-$281K -4,725 Closed
RWM
247
Ritholtz Wealth Management
New York
-$273K -4,594 Closed
MWM
248
Meridian Wealth Management
Kentucky
-$242K -4,074 Closed
P
249
&Partners
Tennessee
-$232K -3,913 Closed
HF
250
HRT Financial
New York
-$226K -3,807 Closed