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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
SA
26
SFI Advisors
New Jersey
$4.05M
WIA
27
World Investment Advisors
California
$3.91M
HighTower Advisors
28
HighTower Advisors
Illinois
$3.89M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.67M
Citadel Advisors
30
Citadel Advisors
Florida
$3.49M
KAS
31
Kestra Advisory Services
Texas
$3.12M
WWM
32
Western Wealth Management
Colorado
$2.81M
PAG
33
Private Advisor Group
New Jersey
$2.8M
MML Investors Services
34
MML Investors Services
Massachusetts
$2.57M
NA
35
NewEdge Advisors
Louisiana
$2.44M
PFS
36
Prospera Financial Services
Texas
$2.42M
TRCT
37
Tower Research Capital (TRC)
New York
$2.38M
DWP
38
Daymark Wealth Partners
Ohio
$2.36M
Jones Financial Companies
39
Jones Financial Companies
Missouri
$2.28M
WA
40
Waverly Advisors
Alabama
$2.28M
CWA
41
Choice Wealth Advisors
Maine
$2.27M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$2.23M
PFS
43
Paller Financial Services
Colorado
$2.16M
GCA
44
Genesee Capital Advisors
New York
$2.02M
PPG
45
Peak Planning Group
Colorado
$1.86M
CW
46
CreativeOne Wealth
Kansas
$1.82M
PFA
47
Plotkin Financial Advisors
Maryland
$1.82M
CIA
48
Concurrent Investment Advisors
Florida
$1.81M
PSF
49
Pacific Sun Financial
California
$1.8M
HI
50
Harbour Investments
Wisconsin
$1.79M