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First Trust Financials AlphaDEX Fund

221 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, 76 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:

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
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
HNB
201
Huntington National Bank
Ohio
$25.1K
TCOV
202
Trust Company of Vermont
Vermont
$24.9K
MA
203
MCF Advisors
Kentucky
$23.8K
APW
204
Aventura Private Wealth
Florida
$18.1K
WIM
205
Westside Investment Management
California
$17.8K
LC
206
Luminist Capital
Michigan
$14.3K
AG
207
AmeriFlex Group
Nevada
$12.5K
BTC
208
Bank & Trust Company
Illinois
$10.8K
EAM
209
Eukles Asset Management
Ohio
$8.49K
TFGT
210
TS Financial Group (TSFG)
Illinois
$7K
CJ
211
Caitlin John
Michigan
$6.89K
HBW
212
Hazlett, Burt & Watson
West Virginia
$6K
NFSG
213
Newbridge Financial Services Group
Florida
$5.82K
DFA
214
DHJJ Financial Advisors
Illinois
$5.07K
LFG
215
Larson Financial Group
Missouri
$4.57K
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$3.98K
PSFG
217
Park Square Financial Group
Georgia
$3.8K
KFI
218
Key Financial Inc
Pennsylvania
$3.11K
CT
219
Caldwell Trust
Florida
$2.97K
WT
220
Whittier Trust
California
$2.08K
KWM
221
Kiker Wealth Management
Georgia
$1.49K
SWM
222
Spire Wealth Management
Virginia
$1.37K
Citadel Advisors
223
Citadel Advisors
Florida
T
224
Transce3nd
Texas
KPWS
225
Kestra Private Wealth Services
Texas