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First Trust Financials AlphaDEX Fund

221 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, 76 increasing their positions, 89 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: 76 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
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
KF
101
KKM Financial
Illinois
$778K
MWM
102
MinichMacGregor Wealth Management
New York
$747K
Creative Planning
103
Creative Planning
Kansas
$747K
RIA
104
Realta Investment Advisors
Delaware
$734K
MOS
105
MGO One Seven
Ohio
$732K
RFWA
106
RPg Family Wealth Advisory
Massachusetts
$710K
Mariner
107
Mariner
Kansas
$695K
HAG
108
HF Advisory Group
Maryland
$685K
SEP
109
Southland Equity Partners
Missouri
$685K
NS
110
NBC Securities
Alabama
$624K
GVAG
111
Great Valley Advisor Group
Delaware
$619K
William Blair & Company
112
William Blair & Company
Illinois
$617K
ATC
113
Argent Trust Co
Tennessee
$594K
GRP
114
Global Retirement Partners
California
$579K
MCM
115
MAI Capital Management
Ohio
$574K
TA
116
TrueWealth Advisors
Alabama
$573K
SI
117
Stephens Inc
Arkansas
$570K
SOS
118
Silver Oak Securities
Tennessee
$570K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$518K
PAS
120
Park Avenue Securities
New York
$507K
CF
121
Centaurus Financial
California
$466K
FFN
122
Focus Financial Network
Minnesota
$451K
GWP
123
Gateway Wealth Partners
Wisconsin
$450K
SPIA
124
Steward Partners Investment Advisory
New York
$438K
SEIA
125
Signature Estate & Investment Advisors
California
$429K