FXO icon

First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$15.5M
3
NP
Nilsine Partners
Colorado
+$15.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$14.6M
5
Bank of America
Bank of America
North Carolina
+$11.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.08M
3
SAM
Secure Asset Management
Michigan
-$5.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.3M
5
Jane Street
Jane Street
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kiker Wealth Management
Georgia
$1.33K – – –
IRC
227
Investors Research Corp
Georgia
$212 – – –
IAA
228
Independent Advisor Alliance
North Carolina
– -$6.08M -112,271 Closed
SAM
229
Secure Asset Management
Michigan
– -$5.4M -99,677 Closed
NA
230
Navellier & Associates
Nevada
– -$3.65M -67,426 Closed
GS
231
GTS Securities
New York
– -$2.71M -50,094 Closed
SF
232
Summit Financial
New Jersey
– -$1.21M -22,414 Closed
GM
233
GeoWealth Management
Illinois
– -$742K -13,699 Closed
PAS
234
Park Avenue Securities
New York
– -$316K -5,831 Closed
BIP
235
Blueprint Investment Partners
North Carolina
– -$224K -4,131 Closed
SW
236
Simplicity Wealth
New Jersey
– -$222K -4,110 Closed
SFPG
237
Stonebridge Financial Planning Group
Florida
– -$222K -4,100 Closed
RA
238
RFG Advisory
Alabama
– -$221K -4,080 Closed
AA
239
Armis Advisers
Georgia
– -$219K -4,053 Closed
Millennium Management
240
Millennium Management
New York
– -$210K -3,887 Closed
CAS
241
Coppell Advisory Solutions
Texas
– -$207K -3,828 Closed
CFGS
242
Concourse Financial Group Securities
Alabama
– -$77K -1,364 Closed
AWM
243
Avior Wealth Management
Nebraska
– -$54.7K -1,010 Closed
SAM
244
Synergy Asset Management
Washington
– -$10.2K -199 Closed
CAL
245
Capital Analysts LLC
Pennsylvania
– -$8K -149 Closed
CJ
246
Caitlin John
Michigan
– -$6.28K -116 Closed
LOIP
247
Live Oak Investment Partners
Texas
– -$33.1K – –
6 7 8 9
10