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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M 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

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
SFI Advisors
New Jersey
$4.05M -$2.49M -41,914 -37%
WIA
27
World Investment Advisors
California
$3.91M -$1.34M -22,535 -24%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.89M +$1.66K +28 +0%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.67M -$523K -8,819 -12%
Citadel Advisors
30
Citadel Advisors
Florida
$3.49M +$1.96M +33,069 +114%
NA
31
NewEdge Advisors
Louisiana
$3.48M -$15.9M -267,490 -81%
KAS
32
Kestra Advisory Services
Texas
$3.12M -$66.4K -1,119 -2%
WWM
33
Western Wealth Management
Colorado
$2.81M -$32.8K -552 -1%
PAG
34
Private Advisor Group
New Jersey
$2.8M -$197K -3,319 -6%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.57M -$2.03M -34,221 -43%
PFS
36
Prospera Financial Services
Texas
$2.42M -$93.9K -1,582 -4%
TRCT
37
Tower Research Capital (TRC)
New York
$2.38M +$2.29M +38,611 +1,030%
DWP
38
Daymark Wealth Partners
Ohio
$2.36M -$5.46M -92,065 -69%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$2.28M +$253K +4,268 +11%
WA
40
Waverly Advisors
Alabama
$2.28M -$20.8K -351 -0.9%
CWA
41
Choice Wealth Advisors
Maine
$2.27M +$19.5K +329 +0.8%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.23M +$637K +10,735 +37%
PFS
43
Paller Financial Services
Colorado
$2.16M -$70.3K -1,185 -3%
GCA
44
Genesee Capital Advisors
New York
$2.02M -$2.79K -47 -0.1%
PPG
45
Peak Planning Group
Colorado
$1.86M -$13.9K -235 -0.7%
CW
46
CreativeOne Wealth
Kansas
$1.82M +$85K +1,433 +5%
PFA
47
Plotkin Financial Advisors
Maryland
$1.82M -$79K -1,331 -4%
CIA
48
Concurrent Investment Advisors
Florida
$1.81M -$101K -1,710 -5%
PSF
49
Pacific Sun Financial
California
$1.8M +$42.7K +720 +2%
HI
50
Harbour Investments
Wisconsin
$1.79M -$5.52M -93,035 -74%