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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
First Trust Advisors
1
First Trust Advisors
Illinois
$765M -$32.1M -546,732 -4%
Wells Fargo
2
Wells Fargo
California
$146M -$1.97M -33,511 -1%
Morgan Stanley
3
Morgan Stanley
New York
$128M -$24.3M -413,176 -16%
LPL Financial
4
LPL Financial
California
$72.1M -$5.67M -96,378 -7%
Raymond James Financial
5
Raymond James Financial
Florida
$61M -$7.43M -126,339 -11%
UBS Group
6
UBS Group
Switzerland
$30.7M +$818K +13,915 +3%
Bank of America
7
Bank of America
North Carolina
$28.6M -$179K -3,051 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$22.9M +$3.31M +56,319 +17%
NP
9
Nilsine Partners
Colorado
$22.1M +$1.02M +17,325 +5%
ASN
10
Advisory Services Network
Georgia
$20.1M -$886K -15,069 -4%
NA
11
NewEdge Advisors
Louisiana
$19.9M -$2.73M -46,371 -12%
WWA
12
WCG Wealth Advisors
Nevada
$17.8M +$11.2M +189,857 +181%
CPA
13
Capital Performance Advisors
California
$15.3M +$14.9M +253,725 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.3M -$3.79M -64,492 -20%
Stifel Financial
15
Stifel Financial
Missouri
$14.7M -$2.6M -44,301 -15%
NC
16
NewSquare Capital
Pennsylvania
$14.6M -$7.07M -120,225 -33%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M +$200K +3,404 +2%
DADC
18
D.A. Davidson & Co
Montana
$11.7M -$3.65M -62,094 -24%
Osaic Holdings
19
Osaic Holdings
Arizona
$11M -$997K -16,955 -9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$10.7M -$163K -2,765 -2%
BEI
21
Benjamin Edwards Inc
Missouri
$10.3M -$1.12M -19,125 -10%
SF
22
Summit Financial
New Jersey
$10.1M +$136K +2,314 +1%
PFA
23
Perryman Financial Advisory
Texas
$9.38M +$9.13M +155,359 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$9.23M -$824K -14,019 -8%
DWP
25
Daymark Wealth Partners
Ohio
$8.09M +$76.3K +1,297 +1%