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First Trust Financials AlphaDEX Fund

244 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 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Realta Investment Advisors
Delaware
$755K +$9.58K +163 +1%
MOS
102
MGO One Seven
Ohio
$744K
Jane Street
103
Jane Street
New York
$743K -$647K -11,001 -47%
MWM
104
MinichMacGregor Wealth Management
New York
$717K -$40.6K -690 -5%
KF
105
KKM Financial
Illinois
$700K -$88K -1,497 -11%
RWM
106
Redstone Wealth Management
Oklahoma
$700K +$682K +11,602 New
Mariner
107
Mariner
Kansas
$695K -$10.6K -181 -2%
TA
108
TrueWealth Advisors
Alabama
$683K +$98.7K +1,678 +17%
HAG
109
HF Advisory Group
Maryland
$681K -$15.3K -261 -2%
NS
110
NBC Securities
Alabama
$660K +$25.1K +427 +4%
ATC
111
Argent Trust Co
Tennessee
$657K +$52.3K +890 +9%
AAS
112
Ameritas Advisory Services
Nebraska
$636K -$225K -3,820 -27%
GVAG
113
Great Valley Advisor Group
Delaware
$632K +$3.59K +61 +0.6%
EFA
114
Englebert Financial Advisers
Pennsylvania
$627K +$611K +10,389 New
William Blair & Company
115
William Blair & Company
Illinois
$602K -$24.2K -411 -4%
SOS
116
Silver Oak Securities
Tennessee
$591K +$6.94K +118 +1%
GRP
117
Global Retirement Partners
California
$588K -$470 -8 -0.1%
SI
118
Stephens Inc
Arkansas
$579K +$235 +4 +0%
MCM
119
MAI Capital Management
Ohio
$577K -$5.64K -96 -1%
OIA
120
OneDigital Investment Advisors
Kansas
$573K -$268K -4,552 -32%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$515K -$201K -3,420 -29%
RPG
122
Risk Paradigm Group
Texas
$502K +$489K +8,324 New
AI
123
Atria Investments
North Carolina
$502K -$294K -4,994 -38%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$501K -$24.8K -422 -5%
SEP
125
Southland Equity Partners
Missouri
$498K -$193K -3,275 -28%