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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M 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

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MS
201
Monetary Solutions
Ohio
$14K
PWAM
202
Private Wealth Asset Management
Iowa
$14K +$14.8K +250 New
BTC
203
Bank & Trust Company
Illinois
$10.2K
BWM
204
Benson Wealth Management
Tennessee
$7.14K
TFGT
205
TS Financial Group (TSFG)
Illinois
$7K
CJ
206
Caitlin John
Michigan
$6.52K
HBW
207
Hazlett, Burt & Watson
West Virginia
$6K
AG
208
AmeriFlex Group
Nevada
$5.9K
NFSG
209
Newbridge Financial Services Group
Florida
$5.51K
DFA
210
DHJJ Financial Advisors
Illinois
$4.63K
LFG
211
Larson Financial Group
Missouri
$4.33K
PSFG
212
Park Square Financial Group
Georgia
$3.6K
PCFFS
213
Pacific Center for Financial Services
California
$3.37K +$3.56K +60 New
KFI
214
Key Financial Inc
Pennsylvania
$2.98K
CT
215
Caldwell Trust
Florida
$2.81K
AF
216
Advisornet Financial
Minnesota
$2.49K
WT
217
Whittier Trust
California
$1.99K
GWANC
218
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.8K +$1.9K +32 New
KWM
219
Kiker Wealth Management
Georgia
$1.41K +$1.48K +25 New
SWM
220
Spire Wealth Management
Virginia
$1.3K
RIA
221
Realta Investment Advisors
Delaware
$47 -$743K -12,516 -100%
First Trust Advisors
222
First Trust Advisors
Illinois
-$765M -12,683,088 Closed
NP
223
Nilsine Partners
Colorado
-$22.1M -366,047 Closed
NC
224
NewSquare Capital
Pennsylvania
-$14.6M -242,392 Closed
MCM
225
Monument Capital Management
Virginia
-$5.58M -92,440 Closed