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First Trust Financials AlphaDEX Fund

244 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

10% more funds holding

Funds holding: 221244 (+23)

1.14% more ownership

Funds ownership: 78.66%79.79% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$49.1M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
244
Holders Change
+23
Holders Change %
+10.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
65
Reduced
98
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
201
Hurley Capital
New York
$61.4K
CBT
202
Crews Bank & Trust
Florida
$60.4K
HB
203
Horizon Bancorp
Indiana
$54K
BCWM
204
Bartlett & Co Wealth Management
Ohio
$48.3K
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$45K +$39.9K +679 +1,013%
SS
206
Sunbelt Securities
Texas
$43.2K +$176 +3 +0.4%
CIAS
207
Capital Investment Advisory Services
North Carolina
$42.4K -$2.94K -50 -7%
AAP
208
Arax Advisory Partners
Colorado
$42K +$40.9K +696 New
GFA
209
Godfrey Financial Associates
New York
$38.1K +$37.1K +631 New
AF
210
Alerus Financial
North Dakota
$37.9K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$36.5K +$35.5K +604 New
T
212
Tidemark
California
$35K +$118 +2 +0.3%
Russell Investments Group
213
Russell Investments Group
United Kingdom
$34.1K
AssetMark Inc
214
AssetMark Inc
California
$33.3K +$4.59K +78 +16%
KFAS
215
Keating Financial Advisory Services
Kansas
$31.9K +$31.1K +529 New
MCA
216
McGuire Capital Advisors
Oklahoma
$30.2K +$29.4K +500 New
Allspring Global Investments
217
Allspring Global Investments
North Carolina
$26.6K +$25.2K +429 New
TCOV
218
Trust Company of Vermont
Vermont
$25.3K
MA
219
MCF Advisors
Kentucky
$24.1K
PTC
220
Private Trust Company
Ohio
$19.9K -$83.5K -1,420 -81%
APW
221
Aventura Private Wealth
Florida
$18.3K
WIM
222
Westside Investment Management
California
$18.1K
MS
223
Monetary Solutions
Ohio
$15.1K +$14.7K +250 New
LC
224
Luminist Capital
Michigan
$14.7K
BTC
225
Bank & Trust Company
Illinois
$10.9K