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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
GWM
76
Geneos Wealth Management
Colorado
$901K +$125K +2,107 +15%
CI
77
CX Institutional
Indiana
$882K +$602K +10,148 +183%
IWM
78
IHT Wealth Management
Illinois
$866K +$969K +16,322 +375%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$826K +$836K +14,097 +2,334%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$825K -$4.21K -71 -0.5%
AR
81
Apeiron RIA
Texas
$809K -$136K -2,292 -14%
IWC
82
Integrated Wealth Concepts
Massachusetts
$801K +$19.6K +331 +2%
IAA
83
Independent Advisor Alliance
North Carolina
$718K +$758K +12,771 New
Creative Planning
84
Creative Planning
Kansas
$706K +$1.72K +29 +0.2%
KF
85
KKM Financial
Illinois
$700K
MOS
86
MGO One Seven
Ohio
$694K +$1.25K +21 +0.2%
TA
87
TrueWealth Advisors
Alabama
$681K +$46.9K +791 +7%
HAG
88
HF Advisory Group
Maryland
$650K +$17K +286 +3%
RWM
89
Redstone Wealth Management
Oklahoma
$627K -$26.7K -450 -4%
Mariner
90
Mariner
Kansas
$624K -$24.7K -416 -4%
ATC
91
Argent Trust Co
Tennessee
$612K
Goldman Sachs
92
Goldman Sachs
New York
$604K -$2.36M -39,694 -79%
OIA
93
OneDigital Investment Advisors
Kansas
$598K +$68.5K +1,154 +12%
AAS
94
Ameritas Advisory Services
Nebraska
$592K
GVAG
95
Great Valley Advisor Group
Delaware
$591K +$2.73K +46 +0.4%
DAS
96
Dynamic Advisor Solutions
Arizona
$580K -$186K -3,140 -23%
William Blair & Company
97
William Blair & Company
Illinois
$561K
SOS
98
Silver Oak Securities
Tennessee
$550K +$4.33K +73 +0.8%
P
99
&Partners
Tennessee
$540K +$570K +9,611 New
MCM
100
MAI Capital Management
Ohio
$531K -$7.3K -123 -1%