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First Trust Financials AlphaDEX Fund

226 hedge funds and large institutions have $1.64B invested in First Trust Financials AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
89
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$736M 13,890,554 -1,165,336 -8%
Morgan Stanley
2
Morgan Stanley
New York
$143M 2,693,362 +213,567 +9%
Wells Fargo
3
Wells Fargo
California
$116M 2,186,912 +291,716 +15%
LPL Financial
4
LPL Financial
California
$77M 1,452,909 -12,351 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$51.9M 979,217 +274,887 +39%
Bank of America
6
Bank of America
North Carolina
$34.9M 659,168 +216,008 +49%
UBS Group
7
UBS Group
Switzerland
$27.6M 521,363 +30,220 +6%
NC
8
NewSquare Capital
Pennsylvania
$19.7M 371,065 +371,065 New
NA
9
NewEdge Advisors
Louisiana
$19.6M 368,948 +40,380 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.3M 365,092 +77,376 +27%
ODG
11
O'Dell Group
Ohio
$18.7M 352,442 +127,633 +57%
ASN
12
Advisory Services Network
Georgia
$18.6M 350,347 +6,887 +2%
Ameriprise
13
Ameriprise
Minnesota
$17M 319,903 +50,396 +19%
NP
14
Nilsine Partners
Colorado
$16.2M 306,228 +287,719 +1,554%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$14.8M 279,081 +6,629 +2%
Stifel Financial
16
Stifel Financial
Missouri
$14.8M 278,978 +83,405 +43%
DADC
17
D.A. Davidson & Co
Montana
$14.1M 266,172 +31,095 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$12.5M 234,954 +74,966 +47%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$12.4M 234,821 +34,687 +17%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$12M 227,132 +111,840 +97%
Truist Financial
21
Truist Financial
North Carolina
$10.6M 199,586 -24,001 -11%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$9.56M 180,335 +69,198 +62%
BEI
23
Benjamin Edwards Inc
Missouri
$8.56M 161,452 +13,499 +9%
HI
24
Harbour Investments
Wisconsin
$8.29M 156,350 +85,443 +121%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.57M 142,759 +16,837 +13%