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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
CF
126
Centaurus Financial
California
$490K
FFN
127
Focus Financial Network
Minnesota
$459K
LS
128
Leelyn Smith
Illinois
$455K
SPIA
129
Steward Partners Investment Advisory
New York
$446K
GWP
130
Gateway Wealth Partners
Wisconsin
$433K
SEIA
131
Signature Estate & Investment Advisors
California
$433K
KNW
132
Kesler Norman & Wride
Utah
$432K
BTI
133
Blue Trust Inc
Georgia
$416K
FH
134
FWG Holdings
Florida
$401K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$400K
AA
136
Advisory Advocates
Michigan
$392K
PAS
137
Park Avenue Securities
New York
$389K
CCA
138
Clearwater Capital Advisors
Illinois
$389K
RFA
139
Register Financial Advisors
Georgia
$388K
PA
140
PFG Advisors
Arizona
$383K
EH
141
Equitable Holdings
New York
$381K
LFAS
142
Level Four Advisory Services
Texas
$365K
PWM
143
Parkway Wealth Management
Texas
$350K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$343K
CA
145
Claro Advisors
Massachusetts
$338K
CI
146
CX Institutional
Indiana
$335K
SIG
147
Sargent Investment Group
Maryland
$332K
VVP
148
Venture Visionary Partners
Ohio
$314K
PCIA
149
Prime Capital Investment Advisors
Kansas
$306K
MQWP
150
Morey & Quinn Wealth Partners
Nebraska
$302K