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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
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 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$66K
TPWA
177
Twin Peaks Wealth Advisors
California
$63K
HC
178
Hurley Capital
New York
$57.1K
CBT
179
Crews Bank & Trust
Florida
$56.2K
HB
180
Horizon Bancorp
Indiana
$50K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$47.2K
HHCP
182
Hilton Head Capital Partners
South Carolina
$46.1K
UBS AM
183
UBS AM
Illinois
$41.9K
SS
184
Sunbelt Securities
Texas
$40.4K
AAP
185
Arax Advisory Partners
Colorado
$39.1K
CIAS
186
Capital Investment Advisory Services
North Carolina
$38.1K
SGFG
187
Silver Grove Financial Group
New York
$37.4K
T
188
Tidemark
California
$32.8K
Russell Investments Group
189
Russell Investments Group
United Kingdom
$31.7K
PTC
190
Private Trust Company
Ohio
$31K
KFAS
191
Keating Financial Advisory Services
Kansas
$29.7K
MCA
192
McGuire Capital Advisors
Oklahoma
$28.1K
AssetMark Inc
193
AssetMark Inc
California
$26.9K
AC
194
AlphaCore Capital
California
$25.4K
Allspring Global Investments
195
Allspring Global Investments
North Carolina
$24.2K
GFA
196
Godfrey Financial Associates
New York
$24K
MA
197
MCF Advisors
Kentucky
$22.5K
TFA
198
Transamerica Financial Advisors
Florida
$18.9K
APW
199
Aventura Private Wealth
Florida
$17.1K
WIM
200
Westside Investment Management
California
$16.9K