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First Trust Financials AlphaDEX Fund

217 hedge funds and large institutions have $1.77B invested in First Trust Financials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
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

Top Sellers

1 -$23.3M
2 -$11.4M
3 -$10.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.44M
5
Goldman Sachs
Goldman Sachs
New York
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
126
Kovack Advisors
Florida
$418K
PA
127
PFG Advisors
Arizona
$418K
BTI
128
Blue Trust Inc
Georgia
$409K
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$385K
CCA
130
Clearwater Capital Advisors
Illinois
$385K
LFAS
131
Level Four Advisory Services
Texas
$379K
FH
132
FWG Holdings
Florida
$374K
BWP
133
Balboa Wealth Partners
Arizona
$366K
RFA
134
Register Financial Advisors
Georgia
$362K
LA
135
LexAurum Advisors
Kansas
$359K
PS
136
Principal Securities
Iowa
$311K
EH
137
Equitable Holdings
New York
$309K
VVP
138
Venture Visionary Partners
Ohio
$309K
CA
139
Claro Advisors
Massachusetts
$309K
CA
140
CoreCap Advisors
Michigan
$306K
PCIA
141
Prime Capital Investment Advisors
Kansas
$299K
MQWP
142
Morey & Quinn Wealth Partners
Nebraska
$298K
ATPW
143
Ashton Thomas Private Wealth
Arizona
$292K
RPGK
144
Retirement Planning Group (Kansas)
Kansas
$283K
WFA
145
WMG Financial Advisors
Tennessee
$281K
NWM
146
Nova Wealth Management
Florida
$279K
PBF
147
Petix & Botte Financial
California
$277K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$273K
RWM
149
Ritholtz Wealth Management
New York
$273K
RFA
150
ROI Financial Advisors
Oregon
$260K