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First Trust Financials AlphaDEX Fund

217 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, 75 increasing their positions, 88 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: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$107K
AWM
177
AE Wealth Management
Kansas
$105K
FFA
178
Founders Financial Alliance
North Carolina
$104K
PTC
179
Private Trust Company
Ohio
$104K
JP Morgan Chase
180
JP Morgan Chase
New York
$98.9K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$97.7K
RFG
182
REAP Financial Group
Texas
$95.9K
BAM
183
Bellevue Asset Management
Washington
$91.2K
US Bancorp
184
US Bancorp
Minnesota
$70.4K
AA
185
Addison Advisors
Vermont
$70.1K
TSMHT
186
Thurston Springer Miller Herd & Titak
Indiana
$63.7K
HC
187
Hurley Capital
New York
$60.4K
CBT
188
Crews Bank & Trust
Florida
$59.4K
HB
189
Horizon Bancorp
Indiana
$53K
BCWM
190
Bartlett & Co Wealth Management
Ohio
$47.5K
CIAS
191
Capital Investment Advisory Services
North Carolina
$44.6K
SS
192
Sunbelt Securities
Texas
$42.3K
PCA
193
Providence Capital Advisors
North Carolina
$41.4K
AF
194
Alerus Financial
North Dakota
$37.3K
T
195
Tidemark
California
$34.4K
Russell Investments Group
196
Russell Investments Group
United Kingdom
$33.5K
AssetMark Inc
197
AssetMark Inc
California
$28.2K
HNB
198
Huntington National Bank
Ohio
$25.1K
TCOV
199
Trust Company of Vermont
Vermont
$24.9K
MA
200
MCF Advisors
Kentucky
$23.8K