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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
229
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 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
126
Leelyn Smith
Illinois
$405K
KNW
127
Kesler Norman & Wride
Utah
$401K
BTI
128
Blue Trust Inc
Georgia
$386K
FH
129
FWG Holdings
Florida
$372K
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$372K
KA
131
Kovack Advisors
Florida
$369K
FAIM
132
Financial Advocates Investment Management
Washington
$365K
LFAS
133
Level Four Advisory Services
Texas
$364K
CCA
134
Clearwater Capital Advisors
Illinois
$363K
LA
135
LexAurum Advisors
Kansas
$338K
CA
136
CoreCap Advisors
Michigan
$337K
TA
137
TFG Advisers
Michigan
$330K
CA
138
Claro Advisors
Massachusetts
$324K
SIG
139
Sargent Investment Group
Maryland
$312K
TCOO
140
Trust Company of Oklahoma
Oklahoma
$296K
PS
141
Principal Securities
Iowa
$296K
ATPW
142
Ashton Thomas Private Wealth
Arizona
$294K
VVP
143
Venture Visionary Partners
Ohio
$292K
PCIA
144
Prime Capital Investment Advisors
Kansas
$281K
RFA
145
Register Financial Advisors
Georgia
$281K
MQWP
146
Morey & Quinn Wealth Partners
Nebraska
$281K
SPIA
147
Steward Partners Investment Advisory
New York
$276K
Corient Private Wealth
148
Corient Private Wealth
Florida
$272K
Citigroup
149
Citigroup
New York
$272K
EH
150
Equitable Holdings
New York
$266K