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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 %
BTI
126
Blue Trust Inc
Georgia
$386K – – –
FH
127
FWG Holdings
Florida
$372K +$227 +4 +0.1%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$372K +$32.5K +568 +10%
KA
129
Kovack Advisors
Florida
$369K -$42.2K -753 -10%
FAIM
130
Financial Advocates Investment Management
Washington
$365K -$50.6K -903 -12%
LFAS
131
Level Four Advisory Services
Texas
$364K -$21.8K -389 -6%
CCA
132
Clearwater Capital Advisors
Illinois
$363K -$12.4K -221 -3%
LA
133
LexAurum Advisors
Kansas
$338K -$22.1K -394 -6%
CA
134
CoreCap Advisors
Michigan
$337K -$18.6K -331 -5%
TA
135
TFG Advisers
Michigan
$330K +$1.12K +20 +0.3%
CA
136
Claro Advisors
Massachusetts
$324K +$20.2K +360 +7%
SIG
137
Sargent Investment Group
Maryland
$312K – – –
TCOO
138
Trust Company of Oklahoma
Oklahoma
$296K – – –
PS
139
Principal Securities
Iowa
$296K -$10.3K -183 -3%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$294K -$14.9K -266 -5%
VVP
141
Venture Visionary Partners
Ohio
$292K – – –
PCIA
142
Prime Capital Investment Advisors
Kansas
$281K -$7.01K -125 -2%
RFA
143
Register Financial Advisors
Georgia
$281K – – –
MQWP
144
Morey & Quinn Wealth Partners
Nebraska
$281K -$2.02K -36 -0.7%
SPIA
145
Steward Partners Investment Advisory
New York
$276K -$47.8K -853 -15%
Corient Private Wealth
146
Corient Private Wealth
Florida
$272K +$36.6K +653 +16%
Citigroup
147
Citigroup
New York
$272K +$91.8K +1,637 +51%
EH
148
Equitable Holdings
New York
$266K -$285K -5,080 -52%
WFA
149
WMG Financial Advisors
Tennessee
$265K – – –
NWM
150
Nova Wealth Management
Florida
$264K +$1.07K +19 +0.4%
4 5
6
7 8