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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M 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

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
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 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$1.68M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.61M
KWM
53
Kingsview Wealth Management
Oregon
$1.61M
CWP
54
Cyndeo Wealth Partners
Florida
$1.5M
CA
55
Crumly & Associates
Illinois
$1.49M
IAIM
56
International Assets Investment Management
Florida
$1.47M
SPWM
57
Schrum Private Wealth Management
Florida
$1.45M
WWMSC
58
Wagner Wealth Management (South Carolina)
South Carolina
$1.42M
HF
59
HRT Financial
New York
$1.39M
HAM
60
Harmony Asset Management
Arizona
$1.37M
FFA
61
Farther Finance Advisors
California
$1.36M
WFP
62
Worthington Financial Partners
Ohio
$1.32M
CAC
63
Certified Advisory Corp
Florida
$1.3M
IA
64
IFP Advisors
Florida
$1.28M
JCM
65
Jacobi Capital Management
Pennsylvania
$1.28M
HA
66
HFG Advisors
Ohio
$1.27M
BA
67
Ballew Advisors
Mississippi
$1.22M
FTUS
68
Flow Traders U.S.
New York
$1.19M
HAG
69
HighPoint Advisor Group
Illinois
$1.17M
SA
70
Sanctuary Advisors
Indiana
$1.16M
RIA
71
Regal Investment Advisors
Michigan
$1.08M
MF
72
Montis Financial
Massachusetts
$1.02M
SWP
73
Stratos Wealth Partners
Ohio
$978K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$953K
JWCA
75
J.W. Cole Advisors
Florida
$943K