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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M 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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Greenup Street Wealth Management
Michigan
VAS
227
Vestmark Advisory Solutions
Massachusetts
BRWA
228
B. Riley Wealth Advisors
Florida
TWM
229
TriaGen Wealth Management
California
GSIAS
230
Garden State Investment Advisory Services
New Jersey
SG
231
StoneX Group
New York
NA
232
Navellier & Associates
Nevada
DIP
233
Davis Investment Partners
North Carolina
TCOO
234
Trust Company of Oklahoma
Oklahoma
WWMP
235
Wagner Wealth Management (Pennsylvania)
Pennsylvania
KA
236
Kovack Advisors
Florida
TF
237
Tudor Financial
Ohio
Jane Street
238
Jane Street
New York
MWM
239
MinichMacGregor Wealth Management
New York
EFA
240
Englebert Financial Advisers
Pennsylvania
AI
241
Atria Investments
North Carolina
LS
242
Leelyn Smith
Illinois
GWP
243
Gateway Wealth Partners
Wisconsin
BWP
244
Balboa Wealth Partners
Arizona
AQR Capital Management
245
AQR Capital Management
Connecticut
CAS
246
Coppell Advisory Solutions
Texas
OC
247
Oppenheimer & Co
New York
RIS
248
Richmond Investment Services
Wisconsin
PWP
249
Prasad Wealth Partners
Ohio
KWA
250
Kingswood Wealth Advisors
California