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First Trust Financials AlphaDEX Fund

244 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
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
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
151
Ashton Thomas Private Wealth
Arizona
$296K
RPGK
152
Retirement Planning Group (Kansas)
Kansas
$292K
PS
153
Principal Securities
Iowa
$291K
RFA
154
ROI Financial Advisors
Oregon
$288K
NWM
155
Nova Wealth Management
Florida
$285K
PBF
156
Petix & Botte Financial
California
$282K
BWP
157
Balboa Wealth Partners
Arizona
$279K
CIS
158
Custom Index Systems
New York
$276K
CA
159
CoreCap Advisors
Michigan
$270K
IWM
160
IHT Wealth Management
Illinois
$263K
PWM
161
Purus Wealth Management
California
$258K
BPA
162
Beacon Pointe Advisors
California
$254K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$251K
TSMHT
164
Thurston Springer Miller Herd & Titak
Indiana
$247K
AQR Capital Management
165
AQR Capital Management
Connecticut
$247K
BA
166
Bellwether Advisors
Nebraska
$245K
SIS
167
Sound Income Strategies
Florida
$243K
CAS
168
Coppell Advisory Solutions
Texas
$237K
AF
169
Allworth Financial
California
$237K
CAG
170
Centerpoint Advisory Group
Kansas
$237K
MIM
171
MTM Investment Management
South Carolina
$230K
ONB
172
Old National Bancorp
Indiana
$228K
TRCT
173
Tower Research Capital (TRC)
New York
$226K
SFPG
174
Stonebridge Financial Planning Group
Florida
$223K
DWP
175
Destiny Wealth Partners
Florida
$223K