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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
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 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Stephens Inc
Arkansas
$526K
DWA
102
Dorsey Wright & Associates
California
$520K
NS
103
NBC Securities
Alabama
$510K
TSS
104
Two Sigma Securities
New York
$509K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$499K
SPC
106
Sigma Planning Corp
Michigan
$489K
FFN
107
Focus Financial Network
Minnesota
$466K
SEP
108
Southland Equity Partners
Missouri
$464K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$419K
SEIA
110
Signature Estate & Investment Advisors
California
$404K
CF
111
Centaurus Financial
California
$399K
KNW
112
Kesler Norman & Wride
Utah
$396K
SPIA
113
Steward Partners Investment Advisory
New York
$392K
BTI
114
Blue Trust Inc
Georgia
$387K
SF
115
Summit Financial
New Jersey
$386K
FH
116
FWG Holdings
Florida
$375K
RFA
117
Register Financial Advisors
Georgia
$368K
EH
118
Equitable Holdings
New York
$368K
AA
119
Advisory Advocates
Michigan
$365K
CCA
120
Clearwater Capital Advisors
Illinois
$360K
PWM
121
Parkway Wealth Management
Texas
$360K
LFAS
122
Level Four Advisory Services
Texas
$358K
PA
123
PFG Advisors
Arizona
$357K
ASN
124
Advisory Services Network
Georgia
$348K
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$339K