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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.68M -$1.3M -21,884 -42%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.61M -$4.16M -70,075 -71%
KWM
53
Kingsview Wealth Management
Oregon
$1.61M -$154K -2,599 -8%
CWP
54
Cyndeo Wealth Partners
Florida
$1.5M -$110K -1,855 -7%
CA
55
Crumly & Associates
Illinois
$1.49M -$4.57K -77 -0.3%
IAIM
56
International Assets Investment Management
Florida
$1.47M -$25.6K -431 -2%
SPWM
57
Schrum Private Wealth Management
Florida
$1.45M
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$1.42M -$1.96K -33 -0.1%
HF
59
HRT Financial
New York
$1.39M +$1.46M +24,652 New
HAM
60
Harmony Asset Management
Arizona
$1.37M -$69.1K -1,165 -5%
FFA
61
Farther Finance Advisors
California
$1.36M +$95.7K +1,613 +7%
WFP
62
Worthington Financial Partners
Ohio
$1.32M +$1.39M +23,458 New
CAC
63
Certified Advisory Corp
Florida
$1.3M +$21.3K +359 +2%
IA
64
IFP Advisors
Florida
$1.28M -$66.6K -1,122 -5%
JCM
65
Jacobi Capital Management
Pennsylvania
$1.28M -$27K -455 -2%
HA
66
HFG Advisors
Ohio
$1.27M +$66.6K +1,123 +5%
BA
67
Ballew Advisors
Mississippi
$1.22M -$21.8K -368 -2%
FTUS
68
Flow Traders U.S.
New York
$1.19M +$1.26M +21,233 New
HAG
69
HighPoint Advisor Group
Illinois
$1.17M +$8.31K +140 +0.7%
SA
70
Sanctuary Advisors
Indiana
$1.16M -$29.6K -499 -2%
RIA
71
Regal Investment Advisors
Michigan
$1.08M
MF
72
Montis Financial
Massachusetts
$1.02M -$25.6K -432 -2%
SWP
73
Stratos Wealth Partners
Ohio
$978K +$15.8K +267 +2%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$953K -$8.13K -137 -0.8%
JWCA
75
J.W. Cole Advisors
Florida
$943K +$8.31K +140 +0.8%