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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
TS
26
TradeWell Securities
Indiana
$8.06M +$848K +14,428 +12%
HI
27
Harbour Investments
Wisconsin
$7.54M -$393K -6,687 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$7.1M -$957K -16,274 -12%
SA
29
SFI Advisors
New Jersey
$6.88M -$124K -2,114 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.78M -$864K -14,690 -12%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.96M -$890K -15,132 -13%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.66M -$12.1K -205 -0.2%
MCM
33
Monument Capital Management
Virginia
$5.58M +$223K +3,801 +4%
WIA
34
World Investment Advisors
California
$5.56M -$260K -4,418 -5%
Truist Financial
35
Truist Financial
North Carolina
$5.5M -$376K -6,398 -7%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.83M +$236K +4,021 +5%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$4.47M +$3.15M +53,504 +260%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.17M -$49.5K -842 -1%
GSWM
39
Greenup Street Wealth Management
Michigan
$3.76M -$19.3K -328 -0.5%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.73M -$2.51M -42,700 -41%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.43M -$531K -9,026 -14%
KAS
42
Kestra Advisory Services
Texas
$3.42M -$30.2K -513 -0.9%
PAG
43
Private Advisor Group
New Jersey
$3.2M +$118K +2,000 +4%
AWA
44
Arkadios Wealth Advisors
Georgia
$3.13M +$3.05M +51,809 New
VAS
45
Vestmark Advisory Solutions
Massachusetts
$3.11M -$7.58M -128,870 -71%
WWM
46
Western Wealth Management
Colorado
$3.05M +$747K +12,703 +34%
Goldman Sachs
47
Goldman Sachs
New York
$3.04M +$25.9K +441 +0.9%
BRWA
48
B. Riley Wealth Advisors
Florida
$2.69M +$180K +3,055 +7%
PFS
49
Prospera Financial Services
Texas
$2.69M +$2.88K +49 +0.1%
WA
50
Waverly Advisors
Alabama
$2.46M +$2.4M +40,843 New