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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
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 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Sargent Investment Group
Maryland
$337K
PAS
127
Park Avenue Securities
New York
$329K
RPG
128
Risk Paradigm Group
Texas
$327K
CA
129
Claro Advisors
Massachusetts
$315K
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$310K
LA
131
LexAurum Advisors
Kansas
$304K
WCM
132
WealthBridge Capital Management
Ohio
$295K
CIS
133
Custom Index Systems
New York
$295K
VVP
134
Venture Visionary Partners
Ohio
$292K
UCFA
135
United Capital Financial Advisors
Texas
$289K
Northern Trust
136
Northern Trust
Illinois
$288K
US Bancorp
137
US Bancorp
Minnesota
$287K
PCIA
138
Prime Capital Investment Advisors
Kansas
$287K
MQWP
139
Morey & Quinn Wealth Partners
Nebraska
$281K
ATPW
140
Ashton Thomas Private Wealth
Arizona
$280K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$270K
RFA
142
ROI Financial Advisors
Oregon
$270K
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$266K
PS
144
Principal Securities
Iowa
$265K
PBF
145
Petix & Botte Financial
California
$263K
NWM
146
Nova Wealth Management
Florida
$261K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$261K
BPA
148
Beacon Pointe Advisors
California
$242K
PWM
149
Purus Wealth Management
California
$240K
CA
150
CoreCap Advisors
Michigan
$236K