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First Trust Financials AlphaDEX Fund

217 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, 88 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:

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
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
IWM
151
IHT Wealth Management
Illinois
$257K
Fidelity Investments
152
Fidelity Investments
Massachusetts
$256K
PWM
153
Purus Wealth Management
California
$254K
BPA
154
Beacon Pointe Advisors
California
$250K
MWM
155
Meridian Wealth Management
Kentucky
$242K
BA
156
Bellwether Advisors
Nebraska
$241K
YDMI
157
Y.D. More Investments
Israel
$238K
CAG
158
Centerpoint Advisory Group
Kansas
$233K
P
159
&Partners
Tennessee
$232K
RIS
160
Richmond Investment Services
Wisconsin
$232K
MIM
161
MTM Investment Management
South Carolina
$226K
CAS
162
Coppell Advisory Solutions
Texas
$226K
HF
163
HRT Financial
New York
$226K
ONB
164
Old National Bancorp
Indiana
$225K
SFPG
165
Stonebridge Financial Planning Group
Florida
$220K
DWP
166
Destiny Wealth Partners
Florida
$218K
UCFA
167
United Capital Financial Advisors
Texas
$215K
MSAM
168
Moloney Securities Asset Management
Missouri
$212K
WCM
169
WealthBridge Capital Management
Ohio
$203K
PWP
170
Prasad Wealth Partners
Ohio
$200K
FFC
171
First Financial Corp
Indiana
$181K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$160K
Citigroup
173
Citigroup
New York
$120K
ACA
174
Aptus Capital Advisors
Alabama
$107K
CFD
175
Creative Financial Designs
Indiana
$107K