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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

224 hedge funds and large institutions have $1.7B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 88 reducing their positions, and 21 closing their positions.

Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
3.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
69
Reduced
88
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
1
Summit Financial
New Jersey
$9.13M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16.6M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$20.9M
4
Wells Fargo
4
Wells Fargo
California
$130M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.68M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$764M
2
Bank of America
2
Bank of America
North Carolina
$27.7M
3
LPL Financial
3
LPL Financial
California
$72.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$144M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.56M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$7.3M 130,255 -9,032 -6%
SA
27
SFI Advisors
New Jersey
$6.61M 117,997 -5,031 -4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$6.56M 117,062 -117,892 -50%
WWA
29
WCG Wealth Advisors
Nevada
$6.52M 116,260 +11,792 +11%
Goldman Sachs
30
Goldman Sachs
New York
$6.1M 108,730 +58,730 +117%
Truist Financial
31
Truist Financial
North Carolina
$5.73M 102,274 -97,312 -49%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.45M 100,383 -27,795 -22%
MCM
33
Monument Capital Management
Virginia
$5.36M 95,578 +381 +0.4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$5.28M 94,188 +3,206 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$5.13M 91,489 +4,009 +5%
WIA
36
World Investment Advisors
California
$5.03M 89,664 +2,942 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$4.68M 83,400 +83,400 New
HighTower Advisors
38
HighTower Advisors
Illinois
$3.83M 68,289 -3,274 -5%
OC
39
Oppenheimer & Co
New York
$3.76M 67,009 -7,847 -10%
KAS
40
Kestra Advisory Services
Texas
$3.62M 64,599 +4,870 +8%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.6M 64,208 -13,848 -18%
GSWM
42
Greenup Street Wealth Management
Michigan
$3.45M 61,539 +5,002 +9%
DWP
43
Daymark Wealth Partners
Ohio
$3.02M 53,845 +26,752 +99%
PAG
44
Private Advisor Group
New Jersey
$2.65M 47,250 -3,392 -7%
BRWA
45
B. Riley Wealth Advisors
Florida
$2.43M 43,387 +43,387 New
HAM
46
Harmony Asset Management
Arizona
$2.35M 41,954 – –
BTWM
47
Brass Tax Wealth Management
Ohio
$2.34M 41,674 -875 -2%
TFA
48
Transamerica Financial Advisors
Florida
$2.31M 41,167 -531 -1%
PWS
49
Proactive Wealth Strategies
Georgia
$2.29M 40,773 +116 +0.3%
CWA
50
Choice Wealth Advisors
Maine
$2.28M 40,601 – –
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