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First Trust Financials AlphaDEX Fund

219 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, 89 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:

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
219
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
ACA
176
Aptus Capital Advisors
Alabama
$107K
CFD
177
Creative Financial Designs
Indiana
$107K
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$107K
AWM
179
AE Wealth Management
Kansas
$105K
FFA
180
Founders Financial Alliance
North Carolina
$104K
PTC
181
Private Trust Company
Ohio
$104K
JP Morgan Chase
182
JP Morgan Chase
New York
$98.9K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$97.7K
RFG
184
REAP Financial Group
Texas
$95.9K
BAM
185
Bellevue Asset Management
Washington
$91.2K
US Bancorp
186
US Bancorp
Minnesota
$70.4K
AA
187
Addison Advisors
Vermont
$70.1K
TSMHT
188
Thurston Springer Miller Herd & Titak
Indiana
$63.7K
HC
189
Hurley Capital
New York
$60.4K
CBT
190
Crews Bank & Trust
Florida
$59.4K
HB
191
Horizon Bancorp
Indiana
$53K
BCWM
192
Bartlett & Co Wealth Management
Ohio
$47.5K
CIAS
193
Capital Investment Advisory Services
North Carolina
$44.6K
SS
194
Sunbelt Securities
Texas
$42.3K
PCA
195
Providence Capital Advisors
North Carolina
$41.4K
AF
196
Alerus Financial
North Dakota
$37.3K
T
197
Tidemark
California
$34.4K
Russell Investments Group
198
Russell Investments Group
United Kingdom
$33.5K
AssetMark Inc
199
AssetMark Inc
California
$28.2K
HNB
200
Huntington National Bank
Ohio
$25.1K