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First Trust Financials AlphaDEX Fund

244 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 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
51
Proactive Wealth Strategies
Georgia
$2.43M -$15.2K -258 -0.6%
CWA
52
Choice Wealth Advisors
Maine
$2.42M -$2.59K -44 -0.1%
PFS
53
Paller Financial Services
Colorado
$2.39M +$2.33M +39,668 New
SPC
54
Sigma Planning Corp
Michigan
$2.37M -$57.3K -974 -2%
TWM
55
TriaGen Wealth Management
California
$2.33M -$42.9K -730 -2%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$2.27M +$314K +5,348 +17%
TFA
57
Transamerica Financial Advisors
Florida
$2.25M -$85K -1,446 -4%
GCA
58
Genesee Capital Advisors
New York
$2.17M +$156K +2,650 +8%
CIA
59
Concurrent Investment Advisors
Florida
$2.05M +$2M +34,004 New
PFA
60
Plotkin Financial Advisors
Maryland
$2.03M -$4.82K -82 -0.2%
PPG
61
Peak Planning Group
Colorado
$2.02M +$1.96M +33,421 New
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$1.95M -$59.4K -1,010 -3%
PSF
63
Pacific Sun Financial
California
$1.89M -$6.76K -115 -0.4%
KWM
64
Kingsview Wealth Management
Oregon
$1.88M -$5.53K -94 -0.3%
CW
65
CreativeOne Wealth
Kansas
$1.87M +$36.7K +625 +2%
SG
66
StoneX Group
New York
$1.79M -$93.1K -1,584 -5%
Citadel Advisors
67
Citadel Advisors
Florida
$1.75M +$1.71M +29,045 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.74M +$1.7M +28,880 New
CWP
69
Cyndeo Wealth Partners
Florida
$1.72M -$48.3K -822 -3%
CA
70
Crumly & Associates
Illinois
$1.61M -$35.9K -611 -2%
IAIM
71
International Assets Investment Management
Florida
$1.6M +$32.8K +558 +2%
SPWM
72
Schrum Private Wealth Management
Florida
$1.55M
HAM
73
Harmony Asset Management
Arizona
$1.54M -$284K -4,824 -16%
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$1.53M +$8.76K +149 +0.6%
NA
75
Navellier & Associates
Nevada
$1.47M -$251K -4,263 -15%