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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 %
BA
76
Ballew Advisors
Mississippi
$1.19M -$5.66K -99 -0.5%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$1.11M +$54.9K +979 +5%
1WM
78
1858 Wealth Management
Ohio
$1.08M +$53.5K +955 +5%
AR
79
Apeiron RIA
Texas
$1.08M +$66K +1,177 +7%
RIA
80
Regal Investment Advisors
Michigan
$1.07M – – –
DC
81
Davenport & Co
Virginia
$1.05M +$98.2K +1,751 +10%
TSMHT
82
Thurston Springer Miller Herd & Titak
Indiana
$1.02M +$106K +1,895 +12%
JWCA
83
J.W. Cole Advisors
Florida
$1.01M +$16.4K +292 +2%
MOS
84
MGO One Seven
Ohio
$986K -$6.73K -120 -0.7%
Creative Planning
85
Creative Planning
Kansas
$936K -$61.6K -1,098 -6%
Comerica Bank
86
Comerica Bank
Texas
$891K -$25.9K -462 -3%
AAS
87
Ameritas Advisory Services
Nebraska
$886K -$36.8K -657 -4%
IWC
88
Integrated Wealth Concepts
Massachusetts
$882K -$89.2K -1,591 -9%
SWP
89
Stratos Wealth Partners
Ohio
$826K -$32K -571 -4%
VBFG
90
Vishria Bird Financial Group
Tennessee
$811K – – –
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$794K -$5.25M -93,676 -87%
OIA
92
OneDigital Investment Advisors
Kansas
$787K +$1.18K +21 +0.1%
CIS
93
Custom Index Systems
New York
$782K +$248K +4,431 +47%
TF
94
Tudor Financial
Ohio
$753K -$173K -3,087 -19%
KF
95
KKM Financial
Illinois
$724K -$129K -2,309 -15%
MWM
96
MinichMacGregor Wealth Management
New York
$713K +$22.8K +407 +3%
GWSG
97
GPS Wealth Strategies Group
Colorado
$702K +$89.1K +1,589 +15%
RFWA
98
RPg Family Wealth Advisory
Massachusetts
$698K -$11.7K -208 -2%
RIA
99
Realta Investment Advisors
Delaware
$691K +$50.4K +899 +8%
Mariner
100
Mariner
Kansas
$666K +$48.9K +873 +8%
2 3
4
5 6