We are live on ! Find out more
FXO icon

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
Franklin Resources
176
Franklin Resources
California
$66K +$69.7K +1,175 New
TPWA
177
Twin Peaks Wealth Advisors
California
$63K +$66.5K +1,121 New
HC
178
Hurley Capital
New York
$57.1K
CBT
179
Crews Bank & Trust
Florida
$56.2K
HB
180
Horizon Bancorp
Indiana
$50K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$47.2K
HHCP
182
Hilton Head Capital Partners
South Carolina
$46.1K -$19.9K -335 -29%
UBS AM
183
UBS AM
Illinois
$41.9K +$40.1K +675 +951%
SS
184
Sunbelt Securities
Texas
$40.4K +$237 +4 +0.6%
AAP
185
Arax Advisory Partners
Colorado
$39.1K
CIAS
186
Capital Investment Advisory Services
North Carolina
$38.1K -$1.48K -25 -4%
SGFG
187
Silver Grove Financial Group
New York
$37.4K +$39.5K +665 New
T
188
Tidemark
California
$32.8K +$178 +3 +0.5%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$31.7K
PTC
190
Private Trust Company
Ohio
$31K +$13.2K +222 +67%
KFAS
191
Keating Financial Advisory Services
Kansas
$29.7K
MCA
192
McGuire Capital Advisors
Oklahoma
$28.1K
AssetMark Inc
193
AssetMark Inc
California
$26.9K -$4.39K -74 -13%
AC
194
AlphaCore Capital
California
$25.4K -$76K -1,281 -74%
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$24.2K
GFA
196
Godfrey Financial Associates
New York
$24K -$12K -203 -32%
MA
197
MCF Advisors
Kentucky
$22.5K
TFA
198
Transamerica Financial Advisors
Florida
$18.9K -$2.2M -37,010 -99%
APW
199
Aventura Private Wealth
Florida
$17.1K
WIM
200
Westside Investment Management
California
$16.9K