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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 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

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
227
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
BPA
176
Beacon Pointe Advisors
California
$201K
TRCT
177
Tower Research Capital (TRC)
New York
$181K
FFC
178
First Financial Corp
Indiana
$171K
PFBT
179
Parkside Financial Bank & Trust
Missouri
$151K
AF
180
Allworth Financial
California
$140K
JPMorgan Chase & Co
181
JPMorgan Chase & Co
New York
$139K
ACA
182
Aptus Capital Advisors
Alabama
$101K
RFG
183
REAP Financial Group
Texas
$101K
AWM
184
AE Wealth Management
Kansas
$98.5K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$97.2K
SOS
186
Silver Oak Securities
Tennessee
$96.1K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$92.2K
BAM
188
Bellevue Asset Management
Washington
$87.8K
PTC
189
Private Trust Company
Ohio
$77.9K
AA
190
Addison Advisors
Vermont
$66.2K
TPWA
191
Twin Peaks Wealth Advisors
California
$64.8K
US Bancorp
192
US Bancorp
Minnesota
$64.5K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$63.7K
M
194
MOTCO
Texas
$62.7K
HC
195
Hurley Capital
New York
$57K
CBT
196
Crews Bank & Trust
Florida
$56.1K
CFD
197
Creative Financial Designs
Indiana
$55.8K
FFL
198
Financial Freedom LLC
Ohio
$54K
BCWM
199
Bartlett & Co Wealth Management
Ohio
$50.5K
HB
200
Horizon Bancorp
Indiana
$50K