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First Trust Financials AlphaDEX Fund

221 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, 76 increasing their positions, 89 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: 76 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
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
RWM
151
Ritholtz Wealth Management
New York
$273K
RFA
152
ROI Financial Advisors
Oregon
$260K
IWM
153
IHT Wealth Management
Illinois
$257K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$256K
PWM
155
Purus Wealth Management
California
$254K
BPA
156
Beacon Pointe Advisors
California
$250K
MWM
157
Meridian Wealth Management
Kentucky
$242K
BA
158
Bellwether Advisors
Nebraska
$241K
YDMI
159
Y.D. More Investments
Israel
$238K
CAG
160
Centerpoint Advisory Group
Kansas
$233K
P
161
&Partners
Tennessee
$232K
RIS
162
Richmond Investment Services
Wisconsin
$232K
MIM
163
MTM Investment Management
South Carolina
$226K
CAS
164
Coppell Advisory Solutions
Texas
$226K
HF
165
HRT Financial
New York
$226K
ONB
166
Old National Bancorp
Indiana
$225K
SFPG
167
Stonebridge Financial Planning Group
Florida
$220K
DWP
168
Destiny Wealth Partners
Florida
$218K
UCFA
169
United Capital Financial Advisors
Texas
$215K
MSAM
170
Moloney Securities Asset Management
Missouri
$212K
WCM
171
WealthBridge Capital Management
Ohio
$203K
PWP
172
Prasad Wealth Partners
Ohio
$200K
FFC
173
First Financial Corp
Indiana
$181K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$160K
AF
175
Allworth Financial
California
$148K