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First Trust Financials AlphaDEX Fund
FXO

230 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, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% less funds holding

Funds holding: 232 → 230 (-2)

3.84% less ownership

Funds ownership: 79.85% → 76% (-3.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38% less capital invested

Capital invested by funds: $2.64B → $1.64B (-$1,000M)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.08%
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
90
Reduced
70
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
+$20.3M
2
Wells Fargo
Wells Fargo
California
+$16M
3
NP
Nilsine Partners
Colorado
+$15.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$15M
5
Bank of America
Bank of America
North Carolina
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$63.7M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.08M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.47M
4
SAM
Secure Asset Management
Michigan
-$5.4M
5
Jane Street
Jane Street
New York
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PD
101
Planning Directions
Pennsylvania
$779K +$804K +14,699 New
VBFG
102
Vishria Bird Financial Group
Tennessee
$767K – – –
OIA
103
OneDigital Investment Advisors
Kansas
$743K +$91.5K +1,672 +14%
TRCT
104
Tower Research Capital (TRC)
New York
$677K +$513K +9,382 +277%
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$671K +$692K +12,652 New
MWM
106
MinichMacGregor Wealth Management
New York
$652K -$33K -604 -5%
KPWS
107
Kestra Private Wealth Services
Texas
$633K -$21.7K -396 -3%
SEP
108
Southland Equity Partners
Missouri
$620K – – –
RIA
109
Realta Investment Advisors
Delaware
$605K +$605K +11,059 +3,030%
HAG
110
HF Advisory Group
Maryland
$605K -$35.3K -645 -5%
NS
111
NBC Securities
Alabama
$599K +$618K +11,299 +80,707%
PAG
112
Private Advisory Group
Washington
$591K -$907K -16,575 -60%
Mariner
113
Mariner
Kansas
$583K – – –
GWSG
114
GPS Wealth Strategies Group
Colorado
$580K -$10.2K -186 -2%
William Blair & Company
115
William Blair & Company
Illinois
$535K -$43.8K -800 -7%
ATC
116
Argent Trust Co
Tennessee
$530K – – –
EH
117
Equitable Holdings
New York
$520K +$62.9K +1,150 +13%
MCM
118
MAI Capital Management
Ohio
$514K +$1.8K +33 +0.3%
T
119
Transce3nd
Texas
$513K -$154K -2,822 -22%
GVAG
120
Great Valley Advisor Group
Delaware
$510K +$1.09K +20 +0.2%
SI
121
Stephens Inc
Arkansas
$508K -$5.47K -100 -1%
CIS
122
Custom Index Systems
New York
$505K +$521K +9,521 New
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$476K -$152K -2,775 -24%
FFN
124
Focus Financial Network
Minnesota
$470K +$186K +3,395 +62%
TA
125
TrueWealth Advisors
Alabama
$458K +$133K +2,440 +39%
3 4
5
6 7

FXO Hedge Fund Activity: Q1 2025 in Review

230 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q1 2025, worth a combined $1.64B — down 38% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FXO positions and 19 closed out — a net gain of 3 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was NewSquare Capital, opening a new position worth an estimated $20.3M. The largest seller was First Trust Advisors, cutting an estimated $63.7M.

  • 230 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q1 2025, down from 232 in Q4 2024.
  • Funds reported $1.64B of First Trust Financials AlphaDEX Fund stock for Q1 2025, down 38% quarter-over-quarter.
  • 22 funds opened new First Trust Financials AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of +3 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q1 2025 was NewSquare Capital, an estimated $20.3M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q1 2025 was First Trust Advisors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2025.