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First Trust Financials AlphaDEX Fund

244 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$490K +$15.7K +267 +3%
FFN
127
Focus Financial Network
Minnesota
$459K +$412 +7 +0.1%
LS
128
Leelyn Smith
Illinois
$455K +$24.6K +419 +6%
SPIA
129
Steward Partners Investment Advisory
New York
$446K +$1.12K +19 +0.3%
GWP
130
Gateway Wealth Partners
Wisconsin
$433K -$23.5K -400 -5%
SEIA
131
Signature Estate & Investment Advisors
California
$433K -$3.7K -63 -0.9%
KNW
132
Kesler Norman & Wride
Utah
$432K -$40.5K -689 -9%
BTI
133
Blue Trust Inc
Georgia
$416K
FH
134
FWG Holdings
Florida
$401K +$353 +6 +0.1%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$400K -$4.12K -70 -1%
AA
136
Advisory Advocates
Michigan
$392K +$382K +6,501 New
PAS
137
Park Avenue Securities
New York
$389K -$123K -2,084 -24%
CCA
138
Clearwater Capital Advisors
Illinois
$389K -$2.06K -35 -0.5%
RFA
139
Register Financial Advisors
Georgia
$388K +$19.2K +326 +5%
PA
140
PFG Advisors
Arizona
$383K -$40.4K -688 -10%
EH
141
Equitable Holdings
New York
$381K +$65.1K +1,108 +21%
LFAS
142
Level Four Advisory Services
Texas
$365K -$20K -340 -5%
PWM
143
Parkway Wealth Management
Texas
$350K +$341K +5,793 New
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$343K +$63.7K +1,083 +24%
CA
145
Claro Advisors
Massachusetts
$338K +$23.9K +407 +8%
CI
146
CX Institutional
Indiana
$335K -$446K -7,591 -58%
SIG
147
Sargent Investment Group
Maryland
$332K +$323K +5,500 New
VVP
148
Venture Visionary Partners
Ohio
$314K
PCIA
149
Prime Capital Investment Advisors
Kansas
$306K +$1.65K +28 +0.6%
MQWP
150
Morey & Quinn Wealth Partners
Nebraska
$302K -$529 -9 -0.2%