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First Trust Financials AlphaDEX Fund

221 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, 74 increasing their positions, 91 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:

19% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 91

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
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
TWM
51
TriaGen Wealth Management
California
$2.34M
TFA
52
Transamerica Financial Advisors
Florida
$2.3M
WWM
53
Western Wealth Management
Colorado
$2.25M
PFA
54
Plotkin Financial Advisors
Maryland
$2M
GCA
55
Genesee Capital Advisors
New York
$1.98M
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$1.98M
Jones Financial Companies
57
Jones Financial Companies
Missouri
$1.92M
PSF
58
Pacific Sun Financial
California
$1.87M
SG
59
StoneX Group
New York
$1.86M
KWM
60
Kingsview Wealth Management
Oregon
$1.86M
1WM
61
1858 Wealth Management
Ohio
$1.83M
HAM
62
Harmony Asset Management
Arizona
$1.81M
CW
63
CreativeOne Wealth
Kansas
$1.8M
CWP
64
Cyndeo Wealth Partners
Florida
$1.74M
NA
65
Navellier & Associates
Nevada
$1.7M
CA
66
Crumly & Associates
Illinois
$1.62M
SPWM
67
Schrum Private Wealth Management
Florida
$1.53M
CIS
68
Custom Index Systems
New York
$1.52M
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$1.49M
IAIM
70
International Assets Investment Management
Florida
$1.47M
CAC
71
Certified Advisory Corp
Florida
$1.44M
IA
72
IFP Advisors
Florida
$1.43M
SA
73
Sanctuary Advisors
Indiana
$1.4M
JCM
74
Jacobi Capital Management
Pennsylvania
$1.4M
Jane Street
75
Jane Street
New York
$1.38M