First Trust Financials AlphaDEX Fund
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
27% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 70
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% less funds holding
Funds holding: 229 [Q4 2024] → 226 (-3) [Q1 2025]
3.91% less ownership
Funds ownership: 79.77% [Q4 2024] → 75.86% (-3.91%) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
38% less capital invested
Capital invested by funds: $2.64B [Q4 2024] → $1.64B (-$1B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FXO.
Financial journalist opinion
Neutral
PRNewsWire
4 days ago
First Trust Financials AlphaDEX becomes the largest shareholders of Freedom Holding after Timur Turlov
NEW YORK , July 7, 2025 /PRNewswire/ -- As part of its scheduled portfolio rebalancing, the First Trust Financials AlphaDEX Fund (NASDAQ: FXO) acquired 185,000 shares of Freedom Holding Corp. (NASDAQ: FRHC), adding them to its portfolio. As a result of this transaction, the fund has become the second largest shareholder of the company, following its founder and CEO, Timur Turlov.
Neutral
Zacks Investment Research
2 weeks ago
Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now?
Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Financials AlphaDEX ETF (FXO) provides investors broad exposure to the Financials ETFs category of the market.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)?
Designed to provide broad exposure to the Financials - Broad segment of the equity market, the First Trust Financials AlphaDEX ETF (FXO) is a passively managed exchange traded fund launched on 05/08/2007.
Neutral
Zacks Investment Research
2 months ago
Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now?
A smart beta exchange traded fund, the First Trust Financials AlphaDEX ETF (FXO) debuted on 05/08/2007, and offers broad exposure to the Financials ETFs category of the market.
Neutral
Zacks Investment Research
3 months ago
Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)?
The First Trust Financials AlphaDEX ETF (FXO) was launched on 05/08/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
Neutral
Zacks Investment Research
4 months ago
Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now?
The First Trust Financials AlphaDEX ETF (FXO) made its debut on 05/08/2007, and is a smart beta exchange traded fund that provides broad exposure to the Financials ETFs category of the market.
Neutral
Zacks Investment Research
5 months ago
Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)?
Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the First Trust Financials AlphaDEX ETF (FXO), a passively managed exchange traded fund launched on 05/08/2007.
Neutral
Zacks Investment Research
6 months ago
Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now?
The First Trust Financials AlphaDEX ETF (FXO) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Financials ETFs category of the market.
Neutral
Zacks Investment Research
7 months ago
Should You Invest in the First Trust Financials AlphaDEX ETF (FXO)?
Designed to provide broad exposure to the Financials - Broad segment of the equity market, the First Trust Financials AlphaDEX ETF (FXO) is a passively managed exchange traded fund launched on 05/08/2007.
Neutral
Zacks Investment Research
8 months ago
Is First Trust Financials AlphaDEX ETF (FXO) a Strong ETF Right Now?
Designed to provide broad exposure to the Financials ETFs category of the market, the First Trust Financials AlphaDEX ETF (FXO) is a smart beta exchange traded fund launched on 05/08/2007.
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