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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

225 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, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
3.02%
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
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$9.13M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.1M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$8.14M
4
Wells Fargo
Wells Fargo
California
+$7.58M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.68M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$15M
2
Bank of America
Bank of America
North Carolina
-$9.24M
3
LPL Financial
LPL Financial
California
-$8.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.27M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$7.3M -$506K -9,032 -6%
SA
27
SFI Advisors
New Jersey
$6.61M -$282K -5,031 -4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$6.56M -$6.61M -117,892 -50%
WWA
29
WCG Wealth Advisors
Nevada
$6.52M +$661K +11,792 +11%
Goldman Sachs
30
Goldman Sachs
New York
$6.1M +$3.29M +58,730 +117%
Truist Financial
31
Truist Financial
North Carolina
$5.73M -$5.46M -97,312 -49%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.45M -$1.51M -27,795 -22%
MCM
33
Monument Capital Management
Virginia
$5.36M +$21.4K +381 +0.4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$5.28M +$180K +3,206 +4%
MML Investors Services
35
MML Investors Services
Massachusetts
$5.13M +$225K +4,009 +5%
WIA
36
World Investment Advisors
California
$5.03M +$165K +2,942 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$4.68M +$4.68M +83,400 New
HighTower Advisors
38
HighTower Advisors
Illinois
$3.83M -$184K -3,274 -5%
OC
39
Oppenheimer & Co
New York
$3.76M -$440K -7,847 -10%
KAS
40
Kestra Advisory Services
Texas
$3.62M +$273K +4,870 +8%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3.6M -$776K -13,848 -18%
GSWM
42
Greenup Street Wealth Management
Michigan
$3.45M +$280K +5,002 +9%
DWP
43
Daymark Wealth Partners
Ohio
$3.02M +$1.5M +26,752 +99%
PAG
44
Private Advisor Group
New Jersey
$2.65M -$190K -3,392 -7%
BRWA
45
B. Riley Wealth Advisors
Florida
$2.43M +$2.43M +43,387 New
HAM
46
Harmony Asset Management
Arizona
$2.35M – – –
BTWM
47
Brass Tax Wealth Management
Ohio
$2.34M -$49.1K -875 -2%
TFA
48
Transamerica Financial Advisors
Florida
$2.31M -$29.8K -531 -1%
PWS
49
Proactive Wealth Strategies
Georgia
$2.29M +$6.5K +116 +0.3%
CWA
50
Choice Wealth Advisors
Maine
$2.28M – – –
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