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First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $661M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 244221 (-23)

16.68% less ownership

Funds ownership: 79.79%63.12% (-17%)

27% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

61% less capital invested

Capital invested by funds: $1.72B → $661M (-$1.06B)

Holders
221
Holders Change
-23
Holders Change %
-9.43%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
17
Increased
66
Reduced
91
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$103M -$35M -589,963 -24%
Morgan Stanley
2
Morgan Stanley
New York
$87.8M -$32.8M -552,115 -26%
LPL Financial
3
LPL Financial
California
$57.1M -$10.7M -179,692 -15%
Raymond James Financial
4
Raymond James Financial
Florida
$50.4M -$6.74M -113,667 -11%
Bank of America
5
Bank of America
North Carolina
$26.3M -$436K -7,343 -2%
UBS Group
6
UBS Group
Switzerland
$22.8M -$6.12M -103,124 -20%
WWA
7
WCG Wealth Advisors
Nevada
$17.1M +$530K +8,936 +3%
Ameriprise
8
Ameriprise
Minnesota
$16M -$5.64M -95,061 -25%
CPA
9
Capital Performance Advisors
California
$14.2M -$50K -842 -0.3%
Stifel Financial
10
Stifel Financial
Missouri
$14.2M +$520K +8,764 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.1M -$449K -7,562 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.9M -$2.41M -40,645 -16%
Two Sigma Investments
13
Two Sigma Investments
New York
$11.5M +$8.44M +142,300 +230%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.04M -$939K -15,818 -9%
PFA
15
Perryman Financial Advisory
Texas
$8.63M -$106K -1,778 -1%
DADC
16
D.A. Davidson & Co
Montana
$8.62M -$2.43M -40,915 -21%
TS
17
TradeWell Securities
Indiana
$8.37M +$937K +15,795 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.66M -$983K -16,564 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.03M -$302K -5,094 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.88M -$774K -13,036 -11%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.65M -$4.86M -81,819 -45%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.58M +$330K +5,558 +6%
BEI
23
Benjamin Edwards Inc
Missouri
$5.53M -$4.32M -72,884 -43%
Truist Financial
24
Truist Financial
North Carolina
$4.7M -$445K -7,504 -8%
PWS
25
Proactive Wealth Strategies
Georgia
$4.35M +$2.2M +37,098 +92%