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First Trust Financials AlphaDEX Fund

242 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 37 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Benson Wealth Management
Tennessee
$7.66K
CJ
227
Caitlin John
Michigan
$7K
AG
228
AmeriFlex Group
Nevada
$6.34K
HBW
229
Hazlett, Burt & Watson
West Virginia
$6K
NFSG
230
Newbridge Financial Services Group
Florida
$5.91K
RWM
231
RMG Wealth Management
Wisconsin
$5.77K
FFA
232
Founders Financial Alliance
North Carolina
$5.31K
DFA
233
DHJJ Financial Advisors
Illinois
$4.97K
LFG
234
Larson Financial Group
Missouri
$4.65K
UBS AM
235
UBS AM
Illinois
$4.29K
PSFG
236
Park Square Financial Group
Georgia
$3.46K
KFI
237
Key Financial Inc
Pennsylvania
$3.2K
CT
238
Caldwell Trust
Florida
$3.02K
AF
239
Advisornet Financial
Minnesota
$2.55K
WT
240
Whittier Trust
California
$2.17K
SWM
241
Spire Wealth Management
Virginia
$1.39K
DWM
242
Darwin Wealth Management
Florida
$1.33K
DC
243
Davenport & Co
Virginia
WFA
244
WMG Financial Advisors
Tennessee
RWM
245
Ritholtz Wealth Management
New York
MWM
246
Meridian Wealth Management
Kentucky
P
247
&Partners
Tennessee
HF
248
HRT Financial
New York
VCM
249
Virtue Capital Management
Tennessee
PCA
250
Providence Capital Advisors
North Carolina