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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

Holders
227
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 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$7.66M
VCM
27
Virtue Capital Management
Tennessee
$7.3M
SA
28
SFI Advisors
New Jersey
$6.61M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$6.56M
WWA
30
WCG Wealth Advisors
Nevada
$6.52M
Goldman Sachs
31
Goldman Sachs
New York
$6.1M
TS
32
TradeWell Securities
Indiana
$5.99M
Truist Financial
33
Truist Financial
North Carolina
$5.73M
MCM
34
Monument Capital Management
Virginia
$5.36M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$5.28M
MML Investors Services
36
MML Investors Services
Massachusetts
$5.13M
WIA
37
World Investment Advisors
California
$5.03M
Two Sigma Investments
38
Two Sigma Investments
New York
$4.68M
HighTower Advisors
39
HighTower Advisors
Illinois
$3.83M
OC
40
Oppenheimer & Co
New York
$3.76M
KAS
41
Kestra Advisory Services
Texas
$3.62M
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.6M
GSWM
43
Greenup Street Wealth Management
Michigan
$3.45M
DWP
44
Daymark Wealth Partners
Ohio
$3.02M
PAG
45
Private Advisor Group
New Jersey
$2.65M
BRWA
46
B. Riley Wealth Advisors
Florida
$2.43M
HAM
47
Harmony Asset Management
Arizona
$2.35M
BTWM
48
Brass Tax Wealth Management
Ohio
$2.34M
TFA
49
Transamerica Financial Advisors
Florida
$2.31M
PWS
50
Proactive Wealth Strategies
Georgia
$2.29M