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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M 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

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bellwether Advisors
Nebraska
$228K
Millennium Management
152
Millennium Management
New York
$224K +$237K +3,986 New
SIS
153
Sound Income Strategies
Florida
$224K
AF
154
Allworth Financial
California
$221K +$475 +8 +0.2%
CAG
155
Centerpoint Advisory Group
Kansas
$220K
MIM
156
MTM Investment Management
South Carolina
$214K
ITG
157
Index Technologies Group
New York
$213K +$27.3K +460 +14%
ONB
158
Old National Bancorp
Indiana
$213K
SFPG
159
Stonebridge Financial Planning Group
Florida
$208K
DWP
160
Destiny Wealth Partners
Florida
$206K
KPWS
161
Kestra Private Wealth Services
Texas
$201K +$10.2K +172 +5%
FFC
162
First Financial Corp
Indiana
$170K -$1.48K -25 -0.8%
Citigroup
163
Citigroup
New York
$152K +$25.9K +436 +19%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$142K -$9.85K -166 -6%
AWM
165
AE Wealth Management
Kansas
$136K +$7.48K +126 +5%
JP Morgan Chase
166
JP Morgan Chase
New York
$119K +$30.2K +509 +31%
CFD
167
Creative Financial Designs
Indiana
$105K +$1.6K +27 +1%
ACA
168
Aptus Capital Advisors
Alabama
$103K +$890 +15 +0.8%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$101K -$6.41K -108 -6%
FFA
170
Founders Financial Alliance
North Carolina
$92.5K +$92.5K +1,559 +1,772%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$92.4K
BAM
172
Bellevue Asset Management
Washington
$86.9K +$653 +11 +0.7%
TSMHT
173
Thurston Springer Miller Herd & Titak
Indiana
$73.7K -$165K -2,786 -68%
RFG
174
REAP Financial Group
Texas
$69.9K +$593 +10 +0.8%
AA
175
Addison Advisors
Vermont
$66.3K