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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 Buyers

1 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$203K
BPA
177
Beacon Pointe Advisors
California
$201K
TRCT
178
Tower Research Capital (TRC)
New York
$181K
FFC
179
First Financial Corp
Indiana
$171K
PFBT
180
Parkside Financial Bank & Trust
Missouri
$151K
AF
181
Allworth Financial
California
$140K
JP Morgan Chase
182
JP Morgan Chase
New York
$139K
ACA
183
Aptus Capital Advisors
Alabama
$101K
RFG
184
REAP Financial Group
Texas
$101K
AWM
185
AE Wealth Management
Kansas
$98.5K
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$97.2K
SOS
187
Silver Oak Securities
Tennessee
$96.1K
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$92.2K
BAM
189
Bellevue Asset Management
Washington
$87.8K
PTC
190
Private Trust Company
Ohio
$77.9K
AA
191
Addison Advisors
Vermont
$66.2K
TPWA
192
Twin Peaks Wealth Advisors
California
$64.8K
US Bancorp
193
US Bancorp
Minnesota
$64.5K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$63.7K
M
195
MOTCO
Texas
$62.7K
HC
196
Hurley Capital
New York
$57K
CBT
197
Crews Bank & Trust
Florida
$56.1K
CFD
198
Creative Financial Designs
Indiana
$55.8K
FFL
199
Financial Freedom LLC
Ohio
$54K
BCWM
200
Bartlett & Co Wealth Management
Ohio
$50.5K