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First Trust Financials AlphaDEX Fund

219 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, 89 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:

16% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
219
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
TCOV
201
Trust Company of Vermont
Vermont
$24.9K
MA
202
MCF Advisors
Kentucky
$23.8K
WIM
203
Westside Investment Management
California
$17.8K
LC
204
Luminist Capital
Michigan
$14.3K
AG
205
AmeriFlex Group
Nevada
$12.5K
BTC
206
Bank & Trust Company
Illinois
$10.8K
EAM
207
Eukles Asset Management
Ohio
$8.49K
TFGT
208
TS Financial Group (TSFG)
Illinois
$7K
CJ
209
Caitlin John
Michigan
$6.89K
HBW
210
Hazlett, Burt & Watson
West Virginia
$6K
NFSG
211
Newbridge Financial Services Group
Florida
$5.82K
DFA
212
DHJJ Financial Advisors
Illinois
$5.07K
LFG
213
Larson Financial Group
Missouri
$4.57K
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$3.98K
PSFG
215
Park Square Financial Group
Georgia
$3.8K
KFI
216
Key Financial Inc
Pennsylvania
$3.11K
CT
217
Caldwell Trust
Florida
$2.97K
WT
218
Whittier Trust
California
$2.08K
KWM
219
Kiker Wealth Management
Georgia
$1.49K
SWM
220
Spire Wealth Management
Virginia
$1.37K
Citadel Advisors
221
Citadel Advisors
Florida
T
222
Transce3nd
Texas
KPWS
223
Kestra Private Wealth Services
Texas
FAIM
224
Financial Advocates Investment Management
Washington
SIG
225
Sargent Investment Group
Maryland