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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 %
WWM
51
Western Wealth Management
Colorado
$2.05M -$129K -2,428 -6%
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$1.93M +$421K +7,940 +28%
PFA
53
Plotkin Financial Advisors
Maryland
$1.82M -$11.1K -209 -0.6%
CWP
54
Cyndeo Wealth Partners
Florida
$1.74M +$238K +4,494 +16%
GCA
55
Genesee Capital Advisors
New York
$1.73M -$32.4K -611 -2%
PSF
56
Pacific Sun Financial
California
$1.73M +$2.07K +39 +0.1%
KWM
57
Kingsview Wealth Management
Oregon
$1.66M +$123K +2,321 +8%
SG
58
StoneX Group
New York
$1.66M +$43K +811 +3%
CA
59
Crumly & Associates
Illinois
$1.51M -$36.8K -694 -2%
DWP
60
Daymark Wealth Partners
Ohio
$1.44M -$12.6K -238 -0.9%
CW
61
CreativeOne Wealth
Kansas
$1.43M +$98.1K +1,851 +7%
WWM
62
Wagner Wealth Management
South Carolina
$1.42M +$14K +264 +1%
CAC
63
Certified Advisory Corp
Florida
$1.38M +$24.1K +455 +2%
IAIM
64
International Assets Investment Management
Florida
$1.38M -$829K -15,641 -38%
MF
65
Montis Financial
Massachusetts
$1.37M +$105K +1,982 +8%
SPWM
66
Schrum Private Wealth Management
Florida
$1.36M – – –
Jones Financial Companies
67
Jones Financial Companies
Missouri
$1.36M +$581K +11,045 +74%
IA
68
IFP Advisors
Florida
$1.33M +$309K +5,837 +30%
AI
69
Atria Investments
North Carolina
$1.33M +$182K +3,440 +16%
JCM
70
Jacobi Capital Management
Pennsylvania
$1.3M +$795 +15 +0.1%
SWM
71
Spire Wealth Management
Virginia
$1.2M – – –
TWM
72
TriaGen Wealth Management
California
$1.16M -$111K -2,090 -9%
FFA
73
Farther Finance Advisors
California
$1.16M +$1.05M +19,848 +971%
CIA
74
Concurrent Investment Advisors
Florida
$1.16M -$1.28M -24,100 -52%
HA
75
HFG Advisors
Ohio
$1.12M -$20.6K -389 -2%
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