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First Trust Financials AlphaDEX Fund

244 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$219K
OC
177
Oppenheimer & Co
New York
$219K -$3.7M -62,995 -95%
RIS
178
Richmond Investment Services
Wisconsin
$211K -$24.3K -414 -11%
WCM
179
WealthBridge Capital Management
Ohio
$207K +$529 +9 +0.3%
KPWS
180
Kestra Private Wealth Services
Texas
$206K +$201K +3,412 New
PWP
181
Prasad Wealth Partners
Ohio
$205K +$764 +13 +0.4%
KWA
182
Kingswood Wealth Advisors
California
$204K +$199K +3,383 New
ITG
183
Index Technologies Group
New York
$201K +$196K +3,338 New
FFC
184
First Financial Corp
Indiana
$184K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$163K
YDMI
186
Y.D. More Investments
Israel
$140K -$99K -1,684 -42%
AWM
187
AE Wealth Management
Kansas
$139K +$31.6K +537 +30%
Citigroup
188
Citigroup
New York
$137K +$14.5K +247 +12%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$115K +$6.35K +108 +6%
CFD
190
Creative Financial Designs
Indiana
$111K +$2.06K +35 +2%
ACA
191
Aptus Capital Advisors
Alabama
$110K +$647 +11 +0.6%
AC
192
AlphaCore Capital
California
$105K +$102K +1,733 New
JP Morgan Chase
193
JP Morgan Chase
New York
$100K +$59 +1 +0.1%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$99.3K
BAM
195
Bellevue Asset Management
Washington
$92.6K
FHA
196
Flagship Harbor Advisors
Massachusetts
$83.3K +$81.1K +1,379 New
US Bancorp
197
US Bancorp
Minnesota
$80.1K +$8.41K +143 +12%
RFG
198
REAP Financial Group
Texas
$74.5K -$22.4K -381 -24%
AA
199
Addison Advisors
Vermont
$71.2K
HHCP
200
Hilton Head Capital Partners
South Carolina
$69.8K +$68K +1,156 New