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 %
VCM
26
Virtue Capital Management
Tennessee
$7.38M +$707K +13,353 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.11M -$1.14M -21,427 -14%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.8M -$3.21M -60,474 -32%
SA
29
SFI Advisors
New Jersey
$6.52M -$152K -2,869 -2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.72M +$5.43M +102,520 +1,930%
WWA
31
WCG Wealth Advisors
Nevada
$5.54M -$890K -16,786 -14%
TS
32
TradeWell Securities
Indiana
$5.48M +$163K +3,077 +3%
MCM
33
Monument Capital Management
Virginia
$5.05M -$157K -2,960 -3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$4.82M +$8.27K +156 +0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.64M +$1.63M +30,690 +54%
WIA
36
World Investment Advisors
California
$4.6M +$3.64M +68,735 +382%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$4.14M +$3.24M +61,180 +363%
OC
38
Oppenheimer & Co
New York
$3.97M +$3.48M +65,621 +711%
HighTower Advisors
39
HighTower Advisors
Illinois
$3.79M +$433K +8,168 +13%
Citadel Advisors
40
Citadel Advisors
Florida
$3.77M +$1.4M +26,332 +59%
KAS
41
Kestra Advisory Services
Texas
$3.17M -$314K -5,921 -9%
GSWM
42
Greenup Street Wealth Management
Michigan
$3M +$3M +56,537 New
PAG
43
Private Advisor Group
New Jersey
$2.68M +$1.27M +23,981 +90%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.65M -$5.3M -100,000 -67%
Goldman Sachs
45
Goldman Sachs
New York
$2.65M -$33.5K -633 -1%
BTWM
46
Brass Tax Wealth Management
Ohio
$2.26M -$102K -1,928 -4%
HAM
47
Harmony Asset Management
Arizona
$2.22M – – –
TFA
48
Transamerica Financial Advisors
Florida
$2.21M -$114K -2,143 -5%
PWS
49
Proactive Wealth Strategies
Georgia
$2.16M -$38.9K -733 -2%
CWA
50
Choice Wealth Advisors
Maine
$2.15M -$26.8K -506 -1%
1
2
3 4 5