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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
TS
26
TradeWell Securities
Indiana
$8.06M
HI
27
Harbour Investments
Wisconsin
$7.54M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$7.1M
SA
29
SFI Advisors
New Jersey
$6.88M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.78M
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.96M
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.66M
MCM
33
Monument Capital Management
Virginia
$5.58M
WIA
34
World Investment Advisors
California
$5.56M
Truist Financial
35
Truist Financial
North Carolina
$5.5M
MML Investors Services
36
MML Investors Services
Massachusetts
$4.83M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$4.47M
HighTower Advisors
38
HighTower Advisors
Illinois
$4.17M
GSWM
39
Greenup Street Wealth Management
Michigan
$3.76M
Two Sigma Investments
40
Two Sigma Investments
New York
$3.73M
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.43M
KAS
42
Kestra Advisory Services
Texas
$3.42M
PAG
43
Private Advisor Group
New Jersey
$3.2M
AWA
44
Arkadios Wealth Advisors
Georgia
$3.13M
VAS
45
Vestmark Advisory Solutions
Massachusetts
$3.11M
WWM
46
Western Wealth Management
Colorado
$3.05M
Goldman Sachs
47
Goldman Sachs
New York
$3.04M
BRWA
48
B. Riley Wealth Advisors
Florida
$2.69M
PFS
49
Prospera Financial Services
Texas
$2.69M
WA
50
Waverly Advisors
Alabama
$2.46M