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First Trust Financials AlphaDEX Fund

242 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 37 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less capital invested

Capital invested by funds: $1.77B → $1.72B (-$50.7M)

34% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 98

Holders
242
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
Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Horizon Bancorp
Indiana
$54K
BCWM
202
Bartlett & Co Wealth Management
Ohio
$48.3K
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$45K
SS
204
Sunbelt Securities
Texas
$43.2K
CIAS
205
Capital Investment Advisory Services
North Carolina
$42.4K
AAP
206
Arax Advisory Partners
Colorado
$42K
GFA
207
Godfrey Financial Associates
New York
$38.1K
AF
208
Alerus Financial
North Dakota
$37.9K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$36.5K
T
210
Tidemark
California
$35K
Russell Investments Group
211
Russell Investments Group
United Kingdom
$34.1K
AssetMark Inc
212
AssetMark Inc
California
$33.3K
KFAS
213
Keating Financial Advisory Services
Kansas
$31.9K
MCA
214
McGuire Capital Advisors
Oklahoma
$30.2K
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$26.6K
TCOV
216
Trust Company of Vermont
Vermont
$25.3K
MA
217
MCF Advisors
Kentucky
$24.1K
PTC
218
Private Trust Company
Ohio
$19.9K
APW
219
Aventura Private Wealth
Florida
$18.3K
WIM
220
Westside Investment Management
California
$18.1K
MSL
221
Monetary Solutions, Ltd
Ohio
$15.1K
LC
222
Luminist Capital
Michigan
$14.7K
BTC
223
Bank & Trust Company
Illinois
$10.9K
GWSG
224
GPS Wealth Strategies Group
Colorado
$10.1K
TFGT
225
TS Financial Group (TSFG)
Illinois
$8K