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First Trust Financials AlphaDEX Fund

221 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, 76 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:

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
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
Citigroup
176
Citigroup
New York
$120K
ACA
177
Aptus Capital Advisors
Alabama
$107K
CFD
178
Creative Financial Designs
Indiana
$107K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$107K
AWM
180
AE Wealth Management
Kansas
$105K
FFA
181
Founders Financial Alliance
North Carolina
$104K
PTC
182
Private Trust Company
Ohio
$104K
JP Morgan Chase
183
JP Morgan Chase
New York
$98.9K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$97.7K
RFG
185
REAP Financial Group
Texas
$95.9K
BAM
186
Bellevue Asset Management
Washington
$91.2K
US Bancorp
187
US Bancorp
Minnesota
$70.4K
AA
188
Addison Advisors
Vermont
$70.1K
TSMHT
189
Thurston Springer Miller Herd & Titak
Indiana
$63.7K
HC
190
Hurley Capital
New York
$60.4K
CBT
191
Crews Bank & Trust
Florida
$59.4K
HB
192
Horizon Bancorp
Indiana
$53K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$47.5K
CIAS
194
Capital Investment Advisory Services
North Carolina
$44.6K
SS
195
Sunbelt Securities
Texas
$42.3K
PCA
196
Providence Capital Advisors
North Carolina
$41.4K
AF
197
Alerus Financial
North Dakota
$37.3K
T
198
Tidemark
California
$34.4K
Russell Investments Group
199
Russell Investments Group
United Kingdom
$33.5K
AssetMark Inc
200
AssetMark Inc
California
$28.2K