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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 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

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
227
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
KNW
126
Kesler Norman & Wride
Utah
$401K
BTI
127
Blue Trust Inc
Georgia
$386K
FH
128
FWG Holdings
Florida
$372K
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$372K
KA
130
Kovack Advisors
Florida
$369K
FAIM
131
Financial Advocates Investment Management
Washington
$365K
LFAS
132
Level Four Advisory Services
Texas
$364K
CCA
133
Clearwater Capital Advisors
Illinois
$363K
LA
134
LexAurum Advisors
Kansas
$338K
CA
135
CoreCap Advisors
Michigan
$337K
TA
136
TFG Advisers
Michigan
$330K
CA
137
Claro Advisors
Massachusetts
$324K
SIG
138
Sargent Investment Group
Maryland
$312K
TCOO
139
Trust Company of Oklahoma
Oklahoma
$296K
PS
140
Principal Securities
Iowa
$296K
ATPW
141
Ashton Thomas Private Wealth
Arizona
$294K
VVP
142
Venture Visionary Partners
Ohio
$292K
PCIA
143
Prime Capital Investment Advisors
Kansas
$281K
RFA
144
Register Financial Advisors
Georgia
$281K
MQWP
145
Morey & Quinn Wealth Partners
Nebraska
$281K
SPIA
146
Steward Partners Investment Advisory
New York
$276K
Corient Private Wealth
147
Corient Private Wealth
Florida
$272K
Citigroup
148
Citigroup
New York
$272K
EH
149
Equitable Holdings
New York
$266K
WFA
150
WMG Financial Advisors
Tennessee
$265K