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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.

New
Increased
Maintained
Reduced
Closed
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 %
BA
76
Ballew Advisors
Mississippi
$1.13M +$106 +2 +0%
SAM
77
SignalPoint Asset Management
Missouri
$1.09M +$325 +6 +0%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$1.08M +$1.08M +19,893 New
Creative Planning
79
Creative Planning
Kansas
$1.06M -$43.3K -800 -4%
IA
80
IFP Advisors
Florida
$1.05M +$433K +8,004 +71%
AWS
81
Atria Wealth Solutions
New York
$1.04M +$1.04M +19,256 New
RIA
82
Regal Investment Advisors
Michigan
$1.04M -$351K -6,481 -25%
PFS
83
Prospera Financial Services
Texas
$1.03M +$80K +1,477 +8%
NP
84
Nilsine Partners
Colorado
$1M +$1M +18,509 New
WIA
85
World Investment Advisors
California
$974K +$296K +5,477 +44%
1WM
86
1858 Wealth Management
Ohio
$971K +$27.9K +515 +3%
DIP
87
Davis Investment Partners
North Carolina
$970K +$970K +18,467 New
MOS
88
MGO One Seven
Ohio
$932K -$10.8K -200 -1%
KWA
89
Kingswood Wealth Advisors
California
$922K +$922K +17,040 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$914K +$424K +7,821 +86%
AAS
91
Ameritas Advisory Services
Nebraska
$863K -$13.3K -245 -2%
DC
92
Davenport & Co
Virginia
$862K +$235K +4,342 +37%
CCB
93
Cutter & Co Brokerage
Missouri
$823K -$19.9K -368 -2%
TF
94
Tudor Financial
Ohio
$822K +$822K +15,192 New
Jones Financial Companies
95
Jones Financial Companies
Missouri
$804K +$310K +5,722 +63%
Comerica Bank
96
Comerica Bank
Texas
$802K -$42K -775 -5%
KF
97
KKM Financial
Illinois
$784K +$62.2K +1,150 +9%
VBFG
98
Vishria Bird Financial Group
Tennessee
$784K -$1.95K -36 -0.2%
TSMHT
99
Thurston Springer Miller Herd & Titak
Indiana
$774K +$726K +13,403 +1,489%
SWP
100
Stratos Wealth Partners
Ohio
$764K -$4.33K -80 -0.6%
2 3
4
5 6