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First Trust Financials AlphaDEX Fund
FXO

Overview Fund Activity

226 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, 89 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.07%
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
89
Reduced
69
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$15.5M
3
NP
Nilsine Partners
Colorado
+$15.2M
4
Raymond James Financial
Raymond James Financial
Florida
+$14.6M
5
Bank of America
Bank of America
North Carolina
+$11.4M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$61.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.08M
3
SAM
Secure Asset Management
Michigan
-$5.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.3M
5
Jane Street
Jane Street
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
126
Signature Estate & Investment Advisors
California
$426K -$5.14K -97 -1%
SWM
127
SeaCrest Wealth Management
New York
$423K +$1.01K +19 +0.2%
LS
128
Leelyn Smith
Illinois
$413K +$413K +7,791 New
CF
129
Centaurus Financial
California
$412K +$32.6K +614 +9%
SPC
130
Sigma Planning Corp
Michigan
$399K -$13.6K -256 -3%
PA
131
PFG Advisors
Arizona
$395K +$6.04K +114 +2%
FAIM
132
Financial Advocates Investment Management
Washington
$392K -$8.43K -159 -2%
KA
133
Kovack Advisors
Florida
$389K -$42.2K -797 -10%
KNW
134
Kesler Norman & Wride
Utah
$388K -$27.5K -519 -7%
BTI
135
Blue Trust Inc
Georgia
$365K – – –
LFAS
136
Level Four Advisory Services
Texas
$364K -$17.3K -326 -5%
CCA
137
Clearwater Capital Advisors
Illinois
$355K -$1.59K -30 -0.4%
LA
138
LexAurum Advisors
Kansas
$341K -$2.97K -56 -0.9%
CA
139
CoreCap Advisors
Michigan
$337K -$16.4K -310 -5%
FH
140
FWG Holdings
Florida
$335K +$204 +4 +0.1%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$315K +$24.2K +457 +8%
TA
142
TFG Advisers
Michigan
$311K +$1.27K +24 +0.4%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$308K +$308K +5,812 New
SPIA
144
Steward Partners Investment Advisory
New York
$306K -$39K -735 -11%
PS
145
Principal Securities
Iowa
$296K – – –
Verition Fund Management
146
Verition Fund Management
Connecticut
$293K +$293K +5,519 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$293K -$162K -3,064 -36%
SIG
148
Sargent Investment Group
Maryland
$292K – – –
CA
149
Claro Advisors
Massachusetts
$287K +$287K +5,413 New
TCOO
150
Trust Company of Oklahoma
Oklahoma
$280K +$280K +5,283 New
4 5
6
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