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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
227
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 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Nova Wealth Management
Florida
$264K
PBF
152
Petix & Botte Financial
California
$262K
CI
153
CX Institutional
Indiana
$257K
RFA
154
ROI Financial Advisors
Oregon
$253K
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$249K
QFW
156
QTR Family Wealth
Florida
$243K
IWM
157
IHT Wealth Management
Illinois
$242K
PWM
158
Purus Wealth Management
California
$240K
MIM
159
MTM Investment Management
South Carolina
$237K
YDMI
160
Y.D. More Investments
Israel
$235K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$233K
MWM
162
Meridian Wealth Management
Kentucky
$228K
BA
163
Bellwether Advisors
Nebraska
$228K
BWP
164
Balboa Wealth Partners
Arizona
$227K
CAG
165
Centerpoint Advisory Group
Kansas
$220K
P
166
&Partners
Tennessee
$219K
RIS
167
Richmond Investment Services
Wisconsin
$219K
CIA
168
Concurrent Investment Advisors
Florida
$217K
CAS
169
Coppell Advisory Solutions
Texas
$213K
ONB
170
Old National Bancorp
Indiana
$212K
HA
171
Huntleigh Advisors
Missouri
$209K
SFPG
172
Stonebridge Financial Planning Group
Florida
$207K
AAS
173
Avantax Advisory Services
Texas
$206K
DWP
174
Destiny Wealth Partners
Florida
$206K
UCFA
175
United Capital Financial Advisors
Texas
$203K