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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.

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 %
WWM
51
Western Wealth Management
Colorado
$2.22M +$12.2K +225 +0.6%
PFA
52
Plotkin Financial Advisors
Maryland
$1.87M -$16K -295 -0.8%
GCA
53
Genesee Capital Advisors
New York
$1.8M +$1.8M +33,276 New
PSF
54
Pacific Sun Financial
California
$1.76M -$1.84K -34 -0.1%
SG
55
StoneX Group
New York
$1.65M +$1.65M +30,426 New
CA
56
Crumly & Associates
Illinois
$1.58M -$382K -7,065 -20%
KWM
57
Kingsview Wealth Management
Oregon
$1.57M +$12.1K +224 +0.8%
GSIAS
58
Garden State Investment Advisory Services
New Jersey
$1.54M +$373K +6,882 +32%
CWP
59
Cyndeo Wealth Partners
Florida
$1.53M +$1.53M +28,272 New
PAG
60
Private Advisory Group
Washington
$1.5M +$48.2K +891 +3%
DWP
61
Daymark Wealth Partners
Ohio
$1.48M +$379 +7 +0%
PAG
62
Private Advisor Group
New Jersey
$1.44M +$439K +8,118 +44%
SA
63
Sanctuary Advisors
Indiana
$1.44M +$72.1K +1,260 +5%
WWM
64
Wagner Wealth Management
South Carolina
$1.44M -$9.42K -174 -0.7%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.41M +$1.1M +20,230 +350%
SPWM
66
Schrum Private Wealth Management
Florida
$1.39M -$1.39M -25,718 -50%
CAC
67
Certified Advisory Corp
Florida
$1.39M +$76.9K +1,420 +6%
CW
68
CreativeOne Wealth
Kansas
$1.36M -$163K -3,005 -11%
JCM
69
Jacobi Capital Management
Pennsylvania
$1.33M -$24.9K -460 -2%
TWM
70
TriaGen Wealth Management
California
$1.3M +$1.3M +24,036 New
MF
71
Montis Financial
Massachusetts
$1.3M +$92.9K +1,717 +8%
SWM
72
Spire Wealth Management
Virginia
$1.23M – – –
SF
73
Summit Financial
New Jersey
$1.21M +$132K +2,439 +12%
AI
74
Atria Investments
North Carolina
$1.17M +$44.7K +826 +4%
HA
75
HFG Advisors
Ohio
$1.17M +$1.17M +21,563 New
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