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First Trust Financials AlphaDEX Fund

227 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 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

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

Holders
227
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
T
201
Tidemark
California
$46.5K
CIAS
202
Capital Investment Advisory Services
North Carolina
$41.6K
SS
203
Sunbelt Securities
Texas
$38.2K
AAP
204
Arax Advisory Partners
Colorado
$35.9K
Russell Investments Group
205
Russell Investments Group
United Kingdom
$30.4K
AssetMark Inc
206
AssetMark Inc
California
$26.6K
HNB
207
Huntington National Bank
Ohio
$23.7K
TCOV
208
Trust Company of Vermont
Vermont
$23.5K
MA
209
MCF Advisors
Kentucky
$22.4K
WIM
210
Westside Investment Management
California
$16.8K
PSFG
211
Park Square Financial Group
Georgia
$14.7K
LC
212
Luminist Capital
Michigan
$13.8K
BTC
213
Bank & Trust Company
Illinois
$10.1K
EAM
214
Eukles Asset Management
Ohio
$8.02K
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$7.9K
TFGT
216
TS Financial Group (TSFG)
Illinois
$7K
HBW
217
Hazlett, Burt & Watson
West Virginia
$6K
CT
218
Caldwell Trust
Florida
$6K
NFSG
219
Newbridge Financial Services Group
Florida
$5.49K
LFG
220
Larson Financial Group
Missouri
$4.32K
KFI
221
Key Financial Inc
Pennsylvania
$2.97K
FFA
222
Founders Financial Alliance
North Carolina
$2.75K
DFA
223
DHJJ Financial Advisors
Illinois
$2.15K
WT
224
Whittier Trust
California
$1.96K
GWANC
225
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.79K