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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
DIP
76
Davis Investment Partners
North Carolina
$1.46M +$48.2K +820 +4%
IA
77
IFP Advisors
Florida
$1.45M -$9.52K -162 -0.7%
JCM
78
Jacobi Capital Management
Pennsylvania
$1.4M -$23.2K -395 -2%
CAC
79
Certified Advisory Corp
Florida
$1.38M -$86.6K -1,473 -6%
FFA
80
Farther Finance Advisors
California
$1.36M -$28.5K -484 -2%
HA
81
HFG Advisors
Ohio
$1.3M +$7.53K +128 +0.6%
BA
82
Ballew Advisors
Mississippi
$1.28M -$31.2K -531 -2%
SA
83
Sanctuary Advisors
Indiana
$1.27M -$148K -2,513 -11%
HAG
84
HighPoint Advisor Group
Illinois
$1.25M +$1.22M +20,708 New
RIA
85
Regal Investment Advisors
Michigan
$1.16M
TCOO
86
Trust Company of Oklahoma
Oklahoma
$1.14M
WWMP
87
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.13M +$1.1M +18,771 New
MF
88
Montis Financial
Massachusetts
$1.12M +$1.71K +29 +0.2%
KA
89
Kovack Advisors
Florida
$1.05M +$605K +10,288 +146%
SWP
90
Stratos Wealth Partners
Ohio
$1.03M -$21.8K -371 -2%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$1.03M -$80.1K -1,363 -7%
AR
92
Apeiron RIA
Texas
$1.02M -$90.5K -1,540 -8%
JWCA
93
J.W. Cole Advisors
Florida
$1M -$83.8K -1,426 -8%
Comerica Bank
94
Comerica Bank
Texas
$899K -$39.7K -676 -4%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$891K -$3.59K -61 -0.4%
GWM
96
Geneos Wealth Management
Colorado
$840K +$647 +11 +0.1%
IWC
97
Integrated Wealth Concepts
Massachusetts
$840K -$85.6K -1,456 -9%
TF
98
Tudor Financial
Ohio
$830K +$15.5K +263 +2%
DAS
99
Dynamic Advisor Solutions
Arizona
$813K +$792K +13,471 New
Creative Planning
100
Creative Planning
Kansas
$756K -$2.23K -38 -0.3%