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First Trust Financials AlphaDEX Fund

219 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, 89 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:

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
219
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
LS
126
Leelyn Smith
Illinois
$423K
KA
127
Kovack Advisors
Florida
$418K
PA
128
PFG Advisors
Arizona
$418K
BTI
129
Blue Trust Inc
Georgia
$409K
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$385K
CCA
131
Clearwater Capital Advisors
Illinois
$385K
LFAS
132
Level Four Advisory Services
Texas
$379K
FH
133
FWG Holdings
Florida
$374K
BWP
134
Balboa Wealth Partners
Arizona
$366K
RFA
135
Register Financial Advisors
Georgia
$362K
LA
136
LexAurum Advisors
Kansas
$359K
PS
137
Principal Securities
Iowa
$311K
EH
138
Equitable Holdings
New York
$309K
VVP
139
Venture Visionary Partners
Ohio
$309K
CA
140
Claro Advisors
Massachusetts
$309K
CA
141
CoreCap Advisors
Michigan
$306K
PCIA
142
Prime Capital Investment Advisors
Kansas
$299K
MQWP
143
Morey & Quinn Wealth Partners
Nebraska
$298K
ATPW
144
Ashton Thomas Private Wealth
Arizona
$292K
RPGK
145
Retirement Planning Group (Kansas)
Kansas
$283K
WFA
146
WMG Financial Advisors
Tennessee
$281K
NWM
147
Nova Wealth Management
Florida
$279K
PBF
148
Petix & Botte Financial
California
$277K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$273K
RWM
150
Ritholtz Wealth Management
New York
$273K