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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

229 hedge funds and large institutions have $2.64B invested in First Trust Financials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+41
Holders Change %
+21.81%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
51
Increased
85
Reduced
57
Closed
6
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
+$406K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$815M
2
Morgan Stanley
2
Morgan Stanley
New York
$134M
3
Wells Fargo
3
Wells Fargo
California
$103M
4
ASN
4
Advisory Services Network
Georgia
$18.6M
5
NA
5
NewEdge Advisors
Louisiana
$17.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.03B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
OBWG
3
Onyx Bridge Wealth Group
New York
$0
4
SPWM
4
Schrum Private Wealth Management
Florida
$1.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$6.81M -$219K -4,049 -3%
WWA
27
WCG Wealth Advisors
Nevada
$6.56M +$6.56M +121,254 New
VAS
28
Vestmark Advisory Solutions
Massachusetts
$6.24M +$66.5K +1,228 +1%
IAA
29
Independent Advisor Alliance
North Carolina
$6.08M +$6.08M +112,271 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.02M +$605K +11,175 +11%
TS
31
TradeWell Securities
Indiana
$5.43M +$5.43M +100,328 New
SAM
32
Secure Asset Management
Michigan
$5.4M +$87.4K +1,615 +2%
MCM
33
Monument Capital Management
Virginia
$5.31M -$153K -2,820 -3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$4.92M +$2.19M +40,389 +80%
Jane Street
35
Jane Street
New York
$4.27M +$1.84M +34,039 +76%
HI
36
Harbour Investments
Wisconsin
$3.84M +$2.44M +45,035 +174%
NA
37
Navellier & Associates
Nevada
$3.65M +$453K +8,361 +14%
KAS
38
Kestra Advisory Services
Texas
$3.55M +$417K +7,712 +13%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.43M +$496K +9,159 +17%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.07M -$25.5K -472 -0.8%
Goldman Sachs
41
Goldman Sachs
New York
$2.74M +$2.74M +50,633 New
GS
42
GTS Securities
New York
$2.71M +$1.49M +27,556 +122%
CIA
43
Concurrent Investment Advisors
Florida
$2.49M -$103K -1,895 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$2.42M +$918K +16,963 +61%
BTWM
45
Brass Tax Wealth Management
Ohio
$2.41M -$19.4K -358 -0.8%
TFA
46
Transamerica Financial Advisors
Florida
$2.37M +$2.37M +43,841 New
HAM
47
Harmony Asset Management
Arizona
$2.27M +$2.27M +41,954 New
IAIM
48
International Assets Investment Management
Florida
$2.25M +$2.25M +41,624 New
PWS
49
Proactive Wealth Strategies
Georgia
$2.24M +$2.24M +41,390 New
CWA
50
Choice Wealth Advisors
Maine
$2.23M -$49.7K -919 -2%
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