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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 Buyers

1 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Realta Investment Advisors
Delaware
$691K
Mariner
102
Mariner
Kansas
$666K
SEP
103
Southland Equity Partners
Missouri
$656K
HAG
104
HF Advisory Group
Maryland
$648K
GWM
105
Geneos Wealth Management
Colorado
$603K
NS
106
NBC Securities
Alabama
$594K
William Blair & Company
107
William Blair & Company
Illinois
$566K
ATC
108
Argent Trust Co
Tennessee
$561K
GRP
109
Global Retirement Partners
California
$553K
MCM
110
MAI Capital Management
Ohio
$542K
SI
111
Stephens Inc
Arkansas
$538K
GVAG
112
Great Valley Advisor Group
Delaware
$530K
TA
113
TrueWealth Advisors
Alabama
$520K
Citadel Advisors
114
Citadel Advisors
Florida
$506K
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$500K
T
116
Transce3nd
Texas
$482K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$478K
SPC
118
Sigma Planning Corp
Michigan
$474K
KPWS
119
Kestra Private Wealth Services
Texas
$461K
PAS
120
Park Avenue Securities
New York
$455K
GWP
121
Gateway Wealth Partners
Wisconsin
$446K
CF
122
Centaurus Financial
California
$442K
FFN
123
Focus Financial Network
Minnesota
$426K
SEIA
124
Signature Estate & Investment Advisors
California
$424K
PA
125
PFG Advisors
Arizona
$419K