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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M 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

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Sargent Investment Group
Maryland
$337K +$29.7K +500 +9%
PAS
127
Park Avenue Securities
New York
$329K -$35.9K -605 -9%
RPG
128
Risk Paradigm Group
Texas
$327K -$149K -2,503 -30%
CA
129
Claro Advisors
Massachusetts
$315K +$297 +5 +0.1%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$310K -$56.5K -952 -15%
LA
131
LexAurum Advisors
Kansas
$304K +$321K +5,410 New
WCM
132
WealthBridge Capital Management
Ohio
$295K +$109K +1,829 +53%
CIS
133
Custom Index Systems
New York
$295K +$40.5K +682 +15%
VVP
134
Venture Visionary Partners
Ohio
$292K
UCFA
135
United Capital Financial Advisors
Texas
$289K +$89.8K +1,513 +42%
Northern Trust
136
Northern Trust
Illinois
$288K +$304K +5,120 New
US Bancorp
137
US Bancorp
Minnesota
$287K +$224K +3,777 +284%
PCIA
138
Prime Capital Investment Advisors
Kansas
$287K +$2.49K +42 +0.8%
MQWP
139
Morey & Quinn Wealth Partners
Nebraska
$281K
ATPW
140
Ashton Thomas Private Wealth
Arizona
$280K +$4.27K +72 +1%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$270K +$38.7K +652 +16%
RFA
142
ROI Financial Advisors
Oregon
$270K +$1.36K +23 +0.5%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$266K -$5.4K -91 -2%
PS
144
Principal Securities
Iowa
$265K -$7K -118 -2%
PBF
145
Petix & Botte Financial
California
$263K -$139K -2,336 -50%
NWM
146
Nova Wealth Management
Florida
$261K -$3.86K -65 -1%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$261K -$61.1K -1,030 -18%
BPA
148
Beacon Pointe Advisors
California
$242K +$5.52K +93 +2%
PWM
149
Purus Wealth Management
California
$240K -$119 -2 -0%
CA
150
CoreCap Advisors
Michigan
$236K -$16.1K -272 -6%