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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
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
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$219K
OC
177
Oppenheimer & Co
New York
$219K
RIS
178
Richmond Investment Services
Wisconsin
$211K
WCM
179
WealthBridge Capital Management
Ohio
$207K
KPWS
180
Kestra Private Wealth Services
Texas
$206K
PWP
181
Prasad Wealth Partners
Ohio
$205K
KWA
182
Kingswood Wealth Advisors
California
$204K
ITG
183
Index Technologies Group
New York
$201K
FFC
184
First Financial Corp
Indiana
$184K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$163K
YDMI
186
Y.D. More Investments
Israel
$140K
AWM
187
AE Wealth Management
Kansas
$139K
Citigroup
188
Citigroup
New York
$137K
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$115K
CFD
190
Creative Financial Designs
Indiana
$111K
ACA
191
Aptus Capital Advisors
Alabama
$110K
AC
192
AlphaCore Capital
California
$105K
JP Morgan Chase
193
JP Morgan Chase
New York
$100K
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
US Bancorp
197
US Bancorp
Minnesota
$80.1K
RFG
198
REAP Financial Group
Texas
$74.5K
AA
199
Addison Advisors
Vermont
$71.2K
HHCP
200
Hilton Head Capital Partners
South Carolina
$69.8K