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First Trust Financials AlphaDEX Fund

217 hedge funds and large institutions have $1.77B invested in First Trust Financials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
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

Top Sellers

1 -$23.3M
2 -$11.4M
3 -$10.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.44M
5
Goldman Sachs
Goldman Sachs
New York
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Choice Wealth Advisors
Maine
$2.38M
TWM
52
TriaGen Wealth Management
California
$2.34M
TFA
53
Transamerica Financial Advisors
Florida
$2.3M
WWM
54
Western Wealth Management
Colorado
$2.25M
PFA
55
Plotkin Financial Advisors
Maryland
$2M
GCA
56
Genesee Capital Advisors
New York
$1.98M
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$1.98M
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.92M
PSF
59
Pacific Sun Financial
California
$1.87M
SG
60
StoneX Group
New York
$1.86M
KWM
61
Kingsview Wealth Management
Oregon
$1.86M
1WM
62
1858 Wealth Management
Ohio
$1.83M
HAM
63
Harmony Asset Management
Arizona
$1.81M
CW
64
CreativeOne Wealth
Kansas
$1.8M
CWP
65
Cyndeo Wealth Partners
Florida
$1.74M
NA
66
Navellier & Associates
Nevada
$1.7M
CA
67
Crumly & Associates
Illinois
$1.62M
SPWM
68
Schrum Private Wealth Management
Florida
$1.53M
CIS
69
Custom Index Systems
New York
$1.52M
WWM
70
Wagner Wealth Management
South Carolina
$1.49M
IAIM
71
International Assets Investment Management
Florida
$1.47M
CAC
72
Certified Advisory Corp
Florida
$1.44M
JCM
73
Jacobi Capital Management
Pennsylvania
$1.4M
Jane Street
74
Jane Street
New York
$1.38M
FFA
75
Farther Finance Advisors
California
$1.37M