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First Trust Financials AlphaDEX Fund

229 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
229
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 +$9.13M
2 +$9.1M
3 +$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1 -$15M
2 -$9.24M
3 -$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Horizon Bancorp
Indiana
$50K
T
202
Tidemark
California
$46.5K
CIAS
203
Capital Investment Advisory Services
North Carolina
$41.6K
SS
204
Sunbelt Securities
Texas
$38.2K
AAP
205
Arax Advisory Partners
Colorado
$35.9K
Russell Investments Group
206
Russell Investments Group
United Kingdom
$30.4K
AssetMark Inc
207
AssetMark Inc
California
$26.6K
HNB
208
Huntington National Bank
Ohio
$23.7K
TCOV
209
Trust Company of Vermont
Vermont
$23.5K
MA
210
MCF Advisors
Kentucky
$22.4K
APW
211
Aventura Private Wealth
Florida
$17K
WIM
212
Westside Investment Management
California
$16.8K
PSFG
213
Park Square Financial Group
Georgia
$14.7K
LC
214
Luminist Capital
Michigan
$13.8K
BTC
215
Bank & Trust Company
Illinois
$10.1K
EAM
216
Eukles Asset Management
Ohio
$8.02K
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$7.9K
TFGT
218
TS Financial Group (TSFG)
Illinois
$7K
HBW
219
Hazlett, Burt & Watson
West Virginia
$6K
CT
220
Caldwell Trust
Florida
$6K
NFSG
221
Newbridge Financial Services Group
Florida
$5.49K
LFG
222
Larson Financial Group
Missouri
$4.32K
KFI
223
Key Financial Inc
Pennsylvania
$2.97K
FFA
224
Founders Financial Alliance
North Carolina
$2.75K
DFA
225
DHJJ Financial Advisors
Illinois
$2.15K