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First Trust Financials AlphaDEX Fund

242 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 37 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 (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
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
PS
151
Principal Securities
Iowa
$291K
RFA
152
ROI Financial Advisors
Oregon
$288K
NWM
153
Nova Wealth Management
Florida
$285K
PBF
154
Petix & Botte Financial
California
$282K
BWP
155
Balboa Wealth Partners
Arizona
$279K
CIS
156
Custom Index Systems
New York
$276K
CA
157
CoreCap Advisors
Michigan
$270K
IWM
158
IHT Wealth Management
Illinois
$263K
PWM
159
Purus Wealth Management
California
$258K
BPA
160
Beacon Pointe Advisors
California
$254K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$251K
TSMHT
162
Thurston Springer Miller Herd & Titak
Indiana
$247K
AQR Capital Management
163
AQR Capital Management
Connecticut
$247K
BA
164
Bellwether Advisors
Nebraska
$245K
SIS
165
Sound Income Strategies
Florida
$243K
CAS
166
Coppell Advisory Solutions
Texas
$237K
AF
167
Allworth Financial
California
$237K
CAG
168
Centerpoint Advisory Group
Kansas
$237K
MIM
169
MTM Investment Management
South Carolina
$230K
ONB
170
Old National Bancorp
Indiana
$228K
TRCT
171
Tower Research Capital (TRC)
New York
$226K
SFPG
172
Stonebridge Financial Planning Group
Florida
$223K
DWP
173
Destiny Wealth Partners
Florida
$223K
UCFA
174
United Capital Financial Advisors
Texas
$219K
OC
175
Oppenheimer & Co
New York
$219K