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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
SI
101
Stephens Inc
Arkansas
$526K -$14.4K -242 -3%
DWA
102
Dorsey Wright & Associates
California
$520K +$550K +9,263 New
NS
103
NBC Securities
Alabama
$510K -$110K -1,855 -17%
TSS
104
Two Sigma Securities
New York
$509K +$538K +9,059 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$499K -$2.85M -48,006 -84%
SPC
106
Sigma Planning Corp
Michigan
$489K -$1.81M -30,510 -78%
FFN
107
Focus Financial Network
Minnesota
$466K +$40.6K +685 +9%
SEP
108
Southland Equity Partners
Missouri
$464K +$59 +1 +0%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$419K -$50.6K -852 -10%
SEIA
110
Signature Estate & Investment Advisors
California
$404K +$1.6K +27 +0.4%
CF
111
Centaurus Financial
California
$399K -$60.2K -1,014 -12%
KNW
112
Kesler Norman & Wride
Utah
$396K -$6.11K -103 -1%
SPIA
113
Steward Partners Investment Advisory
New York
$392K -$23.9K -403 -5%
BTI
114
Blue Trust Inc
Georgia
$387K
SF
115
Summit Financial
New Jersey
$386K -$9.49M -159,993 -96%
FH
116
FWG Holdings
Florida
$375K +$415 +7 +0.1%
RFA
117
Register Financial Advisors
Georgia
$368K +$7.77K +131 +2%
EH
118
Equitable Holdings
New York
$368K -$13.1K -220 -3%
AA
119
Advisory Advocates
Michigan
$365K
CCA
120
Clearwater Capital Advisors
Illinois
$360K -$2.61K -44 -0.7%
PWM
121
Parkway Wealth Management
Texas
$360K +$19.6K +330 +6%
LFAS
122
Level Four Advisory Services
Texas
$358K +$19.6K +331 +5%
PA
123
PFG Advisors
Arizona
$357K +$59 +1 +0%
ASN
124
Advisory Services Network
Georgia
$348K -$19.4M -326,817 -98%
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$339K -$149K -2,503 -29%