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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
First Trust Advisors
Illinois
$815M
2
Morgan Stanley
Morgan Stanley
New York
$134M
3
Wells Fargo
Wells Fargo
California
$103M
4
ASN
Advisory Services Network
Georgia
$18.6M
5
NA
NewEdge Advisors
Louisiana
$17.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.03B
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
OBWG
Onyx Bridge Wealth Group
New York
$0
4
SPWM
Schrum Private Wealth Management
Florida
$1.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$431K -$3.3K -61 -0.8%
KNW
127
Kesler Norman & Wride
Utah
$424K -$3.68K -68 -0.9%
SPC
128
Sigma Planning Corp
Michigan
$421K -$4.87K -90 -1%
FAIM
129
Financial Advocates Investment Management
Washington
$409K +$26.6K +492 +7%
PA
130
PFG Advisors
Arizona
$398K -$1.08K -20 -0.3%
LFAS
131
Level Four Advisory Services
Texas
$390K -$2K -37 -0.5%
CF
132
Centaurus Financial
California
$387K -$55.6K -1,028 -13%
BTI
133
Blue Trust Inc
Georgia
$373K – – –
FH
134
FWG Holdings
Florida
$369K +$338 +6 +0.1%
CCA
135
Clearwater Capital Advisors
Illinois
$364K -$70.7K -1,307 -16%
CA
136
CoreCap Advisors
Michigan
$361K -$54.7K -1,010 -13%
SPIA
137
Steward Partners Investment Advisory
New York
$353K -$44.3K -818 -11%
LA
138
LexAurum Advisors
Kansas
$351K +$487 +9 +0.1%
TA
139
TrueWealth Advisors
Alabama
$335K +$335K +6,194 New
PAS
140
Park Avenue Securities
New York
$316K +$14.4K +265 +5%
TA
141
TFG Advisers
Michigan
$316K +$1.68K +31 +0.5%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$297K +$297K +5,478 New
FFN
143
Focus Financial Network
Minnesota
$296K -$10.7K -197 -3%
PS
144
Principal Securities
Iowa
$296K -$19.9K -368 -6%
SIG
145
Sargent Investment Group
Maryland
$291K – – –
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$287K -$1.18M -21,784 -80%
VVP
147
Venture Visionary Partners
Ohio
$281K – – –
MQWP
148
Morey & Quinn Wealth Partners
Nebraska
$275K +$275K +5,076 New
NWM
149
Nova Wealth Management
Florida
$273K +$273K +5,045 New
RFA
150
Register Financial Advisors
Georgia
$271K +$8.12K +150 +3%
4 5
6
7 8