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First Trust Financials AlphaDEX Fund

217 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, 75 increasing their positions, 88 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: 75 | Existing positions reduced: 88

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
217
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
WIM
201
Westside Investment Management
California
$17.8K
LC
202
Luminist Capital
Michigan
$14.3K
AG
203
AmeriFlex Group
Nevada
$12.5K
BTC
204
Bank & Trust Company
Illinois
$10.8K
EAM
205
Eukles Asset Management
Ohio
$8.49K
TFGT
206
TS Financial Group (TSFG)
Illinois
$7K
CJ
207
Caitlin John
Michigan
$6.89K
HBW
208
Hazlett, Burt & Watson
West Virginia
$6K
NFSG
209
Newbridge Financial Services Group
Florida
$5.82K
DFA
210
DHJJ Financial Advisors
Illinois
$5.07K
LFG
211
Larson Financial Group
Missouri
$4.57K
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$3.98K
PSFG
213
Park Square Financial Group
Georgia
$3.8K
KFI
214
Key Financial Inc
Pennsylvania
$3.11K
CT
215
Caldwell Trust
Florida
$2.97K
WT
216
Whittier Trust
California
$2.08K
KWM
217
Kiker Wealth Management
Georgia
$1.49K
SWM
218
Spire Wealth Management
Virginia
$1.37K
Citadel Advisors
219
Citadel Advisors
Florida
T
220
Transce3nd
Texas
KPWS
221
Kestra Private Wealth Services
Texas
FAIM
222
Financial Advocates Investment Management
Washington
SIG
223
Sargent Investment Group
Maryland
Corient Private Wealth
224
Corient Private Wealth
Florida
D.E. Shaw & Co
225
D.E. Shaw & Co
New York