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First Trust Financials AlphaDEX Fund
FXO

230 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, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 90 | 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: 232 → 230 (-2)

3.84% less ownership

Funds ownership: 79.85% → 76% (-3.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38% less capital invested

Capital invested by funds: $2.64B → $1.64B (-$1,000M)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
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
90
Reduced
70
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
+$20.3M
2
Wells Fargo
Wells Fargo
California
+$16M
3
NP
Nilsine Partners
Colorado
+$15.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$15M
5
Bank of America
Bank of America
North Carolina
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$63.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.08M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.47M
4
SAM
Secure Asset Management
Michigan
-$5.4M
5
Jane Street
Jane Street
New York
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Advisornet Financial
Minnesota
$2.21K +$2.3K +42 New
DFA
227
DHJJ Financial Advisors
Illinois
$2.03K -$219 -4 -10%
WT
228
Whittier Trust
California
$1.85K – – –
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7K – – –
KWM
230
Kiker Wealth Management
Georgia
$1.32K – – –
IRC
231
Investors Research Corp
Georgia
$212 – – –
IAA
232
Independent Advisor Alliance
North Carolina
– -$6.08M -112,271 Closed
SAM
233
Secure Asset Management
Michigan
– -$5.4M -99,677 Closed
NA
234
Navellier & Associates
Nevada
– -$3.65M -67,426 Closed
GS
235
GTS Securities
New York
– -$2.71M -50,094 Closed
SF
236
Summit Financial
New Jersey
– -$1.21M -22,414 Closed
GM
237
GeoWealth Management
Illinois
– -$742K -13,699 Closed
PAS
238
Park Avenue Securities
New York
– -$316K -5,831 Closed
BIP
239
Blueprint Investment Partners
North Carolina
– -$224K -4,131 Closed
SW
240
Simplicity Wealth
New Jersey
– -$222K -4,110 Closed
SFPG
241
Stonebridge Financial Planning Group
Florida
– -$222K -4,100 Closed
RA
242
RFG Advisory
Alabama
– -$221K -4,080 Closed
AA
243
Armis Advisers
Georgia
– -$219K -4,053 Closed
Millennium Management
244
Millennium Management
New York
– -$210K -3,887 Closed
CAS
245
Coppell Advisory Solutions
Texas
– -$207K -3,828 Closed
CFGS
246
Concourse Financial Group Securities
Alabama
– -$77K -1,364 Closed
AWM
247
Avior Wealth Management
Nebraska
– -$54.7K -1,010 Closed
SAM
248
Synergy Asset Management
Washington
– -$10.2K -199 Closed
CAL
249
Capital Analysts LLC
Pennsylvania
– -$8K -149 Closed
CJ
250
Caitlin John
Michigan
– -$6.28K -116 Closed
6 7 8 9
10

FXO Hedge Fund Activity: Q1 2025 in Review

230 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q1 2025, worth a combined $1.64B — down 38% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FXO positions and 19 closed out — a net gain of 3 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was NewSquare Capital, opening a new position worth an estimated $20.3M. The largest seller was First Trust Advisors, cutting an estimated $63.7M.

  • 230 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q1 2025, down from 232 in Q4 2024.
  • Funds reported $1.64B of First Trust Financials AlphaDEX Fund stock for Q1 2025, down 38% quarter-over-quarter.
  • 22 funds opened new First Trust Financials AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of +3 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q1 2025 was NewSquare Capital, an estimated $20.3M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q1 2025 was First Trust Advisors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2025.