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First Trust Financials AlphaDEX Fund

242 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 37 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 (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
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
FFN
126
Focus Financial Network
Minnesota
$459K
LS
127
Leelyn Smith
Illinois
$455K
SPIA
128
Steward Partners Investment Advisory
New York
$446K
GWP
129
Gateway Wealth Partners
Wisconsin
$433K
SEIA
130
Signature Estate & Investment Advisors
California
$433K
KNW
131
Kesler Norman & Wride
Utah
$432K
BTI
132
Blue Trust Inc
Georgia
$416K
FH
133
FWG Holdings
Florida
$401K
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$400K
PAS
135
Park Avenue Securities
New York
$389K
CCA
136
Clearwater Capital Advisors
Illinois
$389K
RFA
137
Register Financial Advisors
Georgia
$388K
PA
138
PFG Advisors
Arizona
$383K
EH
139
Equitable Holdings
New York
$381K
LFAS
140
Level Four Advisory Services
Texas
$365K
PWM
141
Parkway Wealth Management
Texas
$350K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$343K
CA
143
Claro Advisors
Massachusetts
$338K
CI
144
CX Institutional
Indiana
$335K
SIG
145
Sargent Investment Group
Maryland
$332K
VVP
146
Venture Visionary Partners
Ohio
$314K
PCIA
147
Prime Capital Investment Advisors
Kansas
$306K
MQWP
148
Morey & Quinn Wealth Partners
Nebraska
$302K
ATPW
149
Ashton Thomas Private Wealth
Arizona
$296K
RPGK
150
Retirement Planning Group (Kansas)
Kansas
$292K