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First Trust Financials AlphaDEX Fund

242 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
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
PWS
51
Proactive Wealth Strategies
Georgia
$2.43M
CWA
52
Choice Wealth Advisors
Maine
$2.42M
PFS
53
Paller Financial Services
Colorado
$2.39M
SPC
54
Sigma Planning Corp
Michigan
$2.37M
TWM
55
TriaGen Wealth Management
California
$2.33M
Jones Financial Companies
56
Jones Financial Companies
Missouri
$2.27M
TFA
57
Transamerica Financial Advisors
Florida
$2.25M
GCA
58
Genesee Capital Advisors
New York
$2.17M
CIA
59
Concurrent Investment Advisors
Florida
$2.05M
PFA
60
Plotkin Financial Advisors
Maryland
$2.03M
PPG
61
Peak Planning Group
Colorado
$2.02M
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$1.95M
PSF
63
Pacific Sun Financial
California
$1.89M
KWM
64
Kingsview Wealth Management
Oregon
$1.88M
CW
65
CreativeOne Wealth
Kansas
$1.87M
SG
66
StoneX Group
New York
$1.79M
Citadel Advisors
67
Citadel Advisors
Florida
$1.75M
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.74M
CWP
69
Cyndeo Wealth Partners
Florida
$1.72M
CA
70
Crumly & Associates
Illinois
$1.61M
IAIM
71
International Assets Investment Management
Florida
$1.6M
SPWM
72
Schrum Private Wealth Management
Florida
$1.55M
HAM
73
Harmony Asset Management
Arizona
$1.54M
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$1.53M
NA
75
Navellier & Associates
Nevada
$1.47M