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First Trust Financials AlphaDEX Fund

232 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 52 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 6

405% more capital invested

Capital invested by funds: $523M → $2.64B (+$2.12B)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

51% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 57

22.58% more ownership

Funds ownership: 57.27%79.85% (+23%)

22% more funds holding

Funds holding: 190232 (+42)

Holders
232
Holders Change
+42
Holders Change %
+22.11%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
86
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
SFI Advisors
New Jersey
$6.81M -$222K -4,049 -3%
WWA
27
WCG Wealth Advisors
Nevada
$6.56M +$6.64M +121,254 New
VAS
28
Vestmark Advisory Solutions
Massachusetts
$6.24M +$67.3K +1,228 +1%
IAA
29
Independent Advisor Alliance
North Carolina
$6.08M +$6.15M +112,271 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.02M +$612K +11,175 +11%
TS
31
TradeWell Securities
Indiana
$5.43M +$5.5M +100,328 New
SAM
32
Secure Asset Management
Michigan
$5.4M +$88.5K +1,615 +2%
MCM
33
Monument Capital Management
Virginia
$5.31M -$155K -2,820 -3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$4.92M +$2.21M +40,389 +80%
Jane Street
35
Jane Street
New York
$4.27M +$1.87M +34,039 +76%
HI
36
Harbour Investments
Wisconsin
$3.84M +$2.47M +45,035 +174%
NA
37
Navellier & Associates
Nevada
$3.65M +$458K +8,361 +14%
KAS
38
Kestra Advisory Services
Texas
$3.55M +$423K +7,712 +13%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.43M +$502K +9,159 +17%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.07M -$25.9K -472 -0.8%
Goldman Sachs
41
Goldman Sachs
New York
$2.74M +$2.77M +50,633 New
GS
42
GTS Securities
New York
$2.71M +$1.51M +27,556 +122%
CIA
43
Concurrent Investment Advisors
Florida
$2.49M -$104K -1,895 -4%
Citadel Advisors
44
Citadel Advisors
Florida
$2.42M +$930K +16,963 +61%
BTWM
45
Brass Tax Wealth Management
Ohio
$2.41M -$19.6K -358 -0.8%
TFA
46
Transamerica Financial Advisors
Florida
$2.37M +$2.4M +43,841 New
HAM
47
Harmony Asset Management
Arizona
$2.27M +$2.3M +41,954 New
IAIM
48
International Assets Investment Management
Florida
$2.25M +$2.28M +41,624 New
PWS
49
Proactive Wealth Strategies
Georgia
$2.24M +$2.27M +41,390 New
CWA
50
Choice Wealth Advisors
Maine
$2.23M -$50.4K -919 -2%

FXO Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2024, worth a combined $2.64B — up 405% from $523M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FXO positions and 6 closed out — a net gain of 46 holders — while 86 added to existing stakes and 57 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $825M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.98M sold.

  • 232 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2024, up from 190 in Q3 2024.
  • Funds reported $2.64B of First Trust Financials AlphaDEX Fund stock for Q4 2024, up 405% quarter-over-quarter.
  • 52 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2024 and 6 closed out, a net change of +46 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q4 2024 was First Trust Advisors, an estimated $825M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q4 2024 was Two Sigma Investments, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2024.