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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
227
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 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Choice Wealth Advisors
Maine
$2.28M
TWM
52
TriaGen Wealth Management
California
$2.26M
PFS
53
Prospera Financial Services
Texas
$2.25M
WWM
54
Western Wealth Management
Colorado
$2.13M
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$1.98M
PFA
56
Plotkin Financial Advisors
Maryland
$1.9M
GCA
57
Genesee Capital Advisors
New York
$1.86M
PSF
58
Pacific Sun Financial
California
$1.83M
SG
59
StoneX Group
New York
$1.81M
KWM
60
Kingsview Wealth Management
Oregon
$1.76M
CWP
61
Cyndeo Wealth Partners
Florida
$1.7M
CW
62
CreativeOne Wealth
Kansas
$1.63M
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.6M
CA
64
Crumly & Associates
Illinois
$1.59M
IAIM
65
International Assets Investment Management
Florida
$1.46M
SPWM
66
Schrum Private Wealth Management
Florida
$1.44M
WWM
67
Wagner Wealth Management
South Carolina
$1.42M
IA
68
IFP Advisors
Florida
$1.4M
AI
69
Atria Investments
North Carolina
$1.39M
CAC
70
Certified Advisory Corp
Florida
$1.38M
JCM
71
Jacobi Capital Management
Pennsylvania
$1.37M
FFA
72
Farther Finance Advisors
California
$1.29M
DIP
73
Davis Investment Partners
North Carolina
$1.28M
AWS
74
Atria Wealth Solutions
New York
$1.27M
MF
75
Montis Financial
Massachusetts
$1.24M