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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

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 (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
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
RIA
101
Realta Investment Advisors
Delaware
$755K
MOS
102
MGO One Seven
Ohio
$744K
Jane Street
103
Jane Street
New York
$743K
MWM
104
MinichMacGregor Wealth Management
New York
$717K
KF
105
KKM Financial
Illinois
$700K
RWM
106
Redstone Wealth Management
Oklahoma
$700K
Mariner
107
Mariner
Kansas
$695K
TA
108
TrueWealth Advisors
Alabama
$683K
HAG
109
HF Advisory Group
Maryland
$681K
NS
110
NBC Securities
Alabama
$660K
ATC
111
Argent Trust Co
Tennessee
$657K
AAS
112
Ameritas Advisory Services
Nebraska
$636K
GVAG
113
Great Valley Advisor Group
Delaware
$632K
EFA
114
Englebert Financial Advisers
Pennsylvania
$627K
William Blair & Company
115
William Blair & Company
Illinois
$602K
SOS
116
Silver Oak Securities
Tennessee
$591K
GRP
117
Global Retirement Partners
California
$588K
SI
118
Stephens Inc
Arkansas
$579K
MCM
119
MAI Capital Management
Ohio
$577K
OIA
120
OneDigital Investment Advisors
Kansas
$573K
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$515K
RPG
122
Risk Paradigm Group
Texas
$502K
AI
123
Atria Investments
North Carolina
$502K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$501K
SEP
125
Southland Equity Partners
Missouri
$498K