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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 %
SEP
101
Southland Equity Partners
Missouri
$656K – – –
HAG
102
HF Advisory Group
Maryland
$648K +$8.19K +146 +1%
GWM
103
Geneos Wealth Management
Colorado
$603K -$582K -10,384 -49%
NS
104
NBC Securities
Alabama
$594K -$39.8K -710 -6%
William Blair & Company
105
William Blair & Company
Illinois
$566K – – –
ATC
106
Argent Trust Co
Tennessee
$561K – – –
GRP
107
Global Retirement Partners
California
$553K +$553K +9,873 New
MCM
108
MAI Capital Management
Ohio
$542K -$1.51K -27 -0.3%
SI
109
Stephens Inc
Arkansas
$538K +$168 +3 +0%
GVAG
110
Great Valley Advisor Group
Delaware
$530K -$10.4K -186 -2%
TA
111
TrueWealth Advisors
Alabama
$520K +$35.7K +636 +7%
Citadel Advisors
112
Citadel Advisors
Florida
$506K -$3.48M -62,104 -87%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$500K -$3.36K -60 -0.7%
T
114
Transce3nd
Texas
$482K -$72.9K -1,299 -13%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$478K +$17.2K +307 +4%
SPC
116
Sigma Planning Corp
Michigan
$474K +$52K +927 +12%
KPWS
117
Kestra Private Wealth Services
Texas
$461K -$209K -3,726 -31%
PAS
118
Park Avenue Securities
New York
$455K +$455K +8,125 New
GWP
119
Gateway Wealth Partners
Wisconsin
$446K -$14.2K -254 -3%
CF
120
Centaurus Financial
California
$442K +$6.12K +109 +1%
FFN
121
Focus Financial Network
Minnesota
$426K -$71.5K -1,276 -14%
SEIA
122
Signature Estate & Investment Advisors
California
$424K -$26.9K -480 -6%
PA
123
PFG Advisors
Arizona
$419K +$561 +10 +0.1%
LS
124
Leelyn Smith
Illinois
$405K -$31.9K -569 -7%
KNW
125
Kesler Norman & Wride
Utah
$401K -$9.14K -163 -2%
3 4
5
6 7