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First Trust Financials AlphaDEX Fund

226 hedge funds and large institutions have $1.64B invested in First Trust Financials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
89
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$1.12M +$624K +11,778 +126%
AWS
77
Atria Wealth Solutions
New York
$1.1M +$83.9K +1,583 +8%
DIP
78
Davis Investment Partners
North Carolina
$1.08M +$181K +3,693 +20%
CI
79
CX Institutional
Indiana
$1.02M +$1.02M +19,263 New
RIA
80
Regal Investment Advisors
Michigan
$1.02M
BA
81
Ballew Advisors
Mississippi
$1.01M -$26.5K -549 -3%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$994K -$14.8K -279 -1%
PFS
83
Prospera Financial Services
Texas
$992K -$20.9K -395 -2%
1WM
84
1858 Wealth Management
Ohio
$971K +$20.6K +388 +2%
AR
85
Apeiron RIA
Texas
$956K +$956K +18,034 New
Creative Planning
86
Creative Planning
Kansas
$943K -$98.7K -1,863 -9%
MOS
87
MGO One Seven
Ohio
$938K +$26.2K +495 +3%
JWCA
88
J.W. Cole Advisors
Florida
$938K +$379K +7,143 +68%
IWC
89
Integrated Wealth Concepts
Massachusetts
$918K +$460K +8,687 +101%
DC
90
Davenport & Co
Virginia
$898K +$53.8K +1,015 +6%
AAS
91
Ameritas Advisory Services
Nebraska
$887K +$27.5K +511 +3%
TF
92
Tudor Financial
Ohio
$875K +$70.3K +1,327 +9%
Comerica Bank
93
Comerica Bank
Texas
$867K +$81.5K +1,538 +10%
TSMHT
94
Thurston Springer Miller Herd & Titak
Indiana
$861K +$103K +1,948 +14%
KWA
95
Kingswood Wealth Advisors
California
$847K -$55.8K -1,053 -6%
SWP
96
Stratos Wealth Partners
Ohio
$811K +$63.4K +1,197 +8%
CCB
97
Cutter & Co Brokerage
Missouri
$808K +$1.96K +37 +0.2%
KF
98
KKM Financial
Illinois
$807K +$38.6K +729 +5%
PD
99
Planning Directions
Pennsylvania
$779K +$779K +14,699 New
VBFG
100
Vishria Bird Financial Group
Tennessee
$767K