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First Trust Financials AlphaDEX Fund

242 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
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
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
101
MGO One Seven
Ohio
$744K
Jane Street
102
Jane Street
New York
$743K
MWM
103
MinichMacGregor Wealth Management
New York
$717K
KF
104
KKM Financial
Illinois
$700K
RWM
105
Redstone Wealth Management
Oklahoma
$700K
Mariner
106
Mariner
Kansas
$695K
TA
107
TrueWealth Advisors
Alabama
$683K
HAG
108
HF Advisory Group
Maryland
$681K
NS
109
NBC Securities
Alabama
$660K
ATC
110
Argent Trust Co
Tennessee
$657K
AAS
111
Ameritas Advisory Services
Nebraska
$636K
GVAG
112
Great Valley Advisor Group
Delaware
$632K
EFA
113
Englebert Financial Advisers
Pennsylvania
$627K
William Blair & Company
114
William Blair & Company
Illinois
$602K
SOS
115
Silver Oak Securities
Tennessee
$591K
GRP
116
Global Retirement Partners
California
$588K
SI
117
Stephens Inc
Arkansas
$579K
MCM
118
MAI Capital Management
Ohio
$577K
OIA
119
OneDigital Investment Advisors
Kansas
$573K
RFWA
120
RPg Family Wealth Advisory
Massachusetts
$515K
RPG
121
Risk Paradigm Group
Texas
$502K
AI
122
Atria Investments
North Carolina
$502K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$501K
SEP
124
Southland Equity Partners
Missouri
$498K
CF
125
Centaurus Financial
California
$490K