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First Trust Financials AlphaDEX Fund

217 hedge funds and large institutions have $1.77B invested in First Trust Financials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$23.3M
2 -$11.4M
3 -$10.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.44M
5
Goldman Sachs
Goldman Sachs
New York
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$747K
RIA
102
Realta Investment Advisors
Delaware
$734K
MOS
103
MGO One Seven
Ohio
$732K
RFWA
104
RPg Family Wealth Advisory
Massachusetts
$710K
Mariner
105
Mariner
Kansas
$695K
HAG
106
HF Advisory Group
Maryland
$685K
SEP
107
Southland Equity Partners
Missouri
$685K
NS
108
NBC Securities
Alabama
$624K
GVAG
109
Great Valley Advisor Group
Delaware
$619K
William Blair & Company
110
William Blair & Company
Illinois
$617K
ATC
111
Argent Trust Co
Tennessee
$594K
GRP
112
Global Retirement Partners
California
$579K
MCM
113
MAI Capital Management
Ohio
$574K
TA
114
TrueWealth Advisors
Alabama
$573K
SI
115
Stephens Inc
Arkansas
$570K
SOS
116
Silver Oak Securities
Tennessee
$570K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$518K
PAS
118
Park Avenue Securities
New York
$507K
CF
119
Centaurus Financial
California
$466K
FFN
120
Focus Financial Network
Minnesota
$451K
GWP
121
Gateway Wealth Partners
Wisconsin
$450K
SPIA
122
Steward Partners Investment Advisory
New York
$438K
SEIA
123
Signature Estate & Investment Advisors
California
$429K
KNW
124
Kesler Norman & Wride
Utah
$424K
LS
125
Leelyn Smith
Illinois
$423K