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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 %
TWM
51
TriaGen Wealth Management
California
$2.26M +$1.03M +18,315 +83%
PFS
52
Prospera Financial Services
Texas
$2.25M +$1.2M +21,379 +114%
WWM
53
Western Wealth Management
Colorado
$2.13M -$37.1K -661 -2%
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$1.98M -$63.4K -1,130 -3%
PFA
55
Plotkin Financial Advisors
Maryland
$1.9M -$26.1K -466 -1%
GCA
56
Genesee Capital Advisors
New York
$1.86M +$30.8K +549 +2%
PSF
57
Pacific Sun Financial
California
$1.83M +$3.98K +71 +0.2%
SG
58
StoneX Group
New York
$1.81M +$63.6K +1,134 +4%
KWM
59
Kingsview Wealth Management
Oregon
$1.76M – – –
CWP
60
Cyndeo Wealth Partners
Florida
$1.7M -$138K -2,458 -8%
CW
61
CreativeOne Wealth
Kansas
$1.63M +$114K +2,028 +8%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.6M +$158K +2,844 +11%
CA
63
Crumly & Associates
Illinois
$1.59M -$4.65K -83 -0.3%
IAIM
64
International Assets Investment Management
Florida
$1.46M +$1.01K +18 +0.1%
SPWM
65
Schrum Private Wealth Management
Florida
$1.44M – – –
WWM
66
Wagner Wealth Management
South Carolina
$1.42M -$84.4K -1,505 -6%
IA
67
IFP Advisors
Florida
$1.4M -$8.24K -147 -0.6%
AI
68
Atria Investments
North Carolina
$1.39M -$13.6K -243 -1%
CAC
69
Certified Advisory Corp
Florida
$1.38M -$82.9K -1,479 -6%
JCM
70
Jacobi Capital Management
Pennsylvania
$1.37M -$7.23K -129 -0.5%
FFA
71
Farther Finance Advisors
California
$1.29M +$67.3K +1,201 +5%
DIP
72
Davis Investment Partners
North Carolina
$1.28M +$26.2K +463 +2%
AWS
73
Atria Wealth Solutions
New York
$1.27M +$97.7K +1,742 +8%
MF
74
Montis Financial
Massachusetts
$1.24M -$209K -3,731 -14%
HA
75
HFG Advisors
Ohio
$1.19M +$5.16K +92 +0.4%
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