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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
$16.6M
3
VAS
Vestmark Advisory Solutions
Massachusetts
$20.9M
4
Wells Fargo
Wells Fargo
California
$130M
5
Two Sigma Investments
Two Sigma Investments
New York
$4.68M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$764M
2
Bank of America
Bank of America
North Carolina
$27.7M
3
LPL Financial
LPL Financial
California
$72.9M
4
Morgan Stanley
Morgan Stanley
New York
$144M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBF
151
Petix & Botte Financial
California
$262K – – –
CI
152
CX Institutional
Indiana
$257K -$823K -14,678 -76%
RFA
153
ROI Financial Advisors
Oregon
$253K +$8.97K +160 +4%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$249K -$16.8K -300 -6%
QFW
155
QTR Family Wealth
Florida
$243K – – –
IWM
156
IHT Wealth Management
Illinois
$242K +$9.03K +161 +4%
PWM
157
Purus Wealth Management
California
$240K -$2.24K -40 -0.9%
MIM
158
MTM Investment Management
South Carolina
$237K – – –
YDMI
159
Y.D. More Investments
Israel
$235K +$39.2K +700 +20%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$233K -$16.8K -299 -7%
MWM
161
Meridian Wealth Management
Kentucky
$228K – – –
BA
162
Bellwether Advisors
Nebraska
$228K – – –
BWP
163
Balboa Wealth Partners
Arizona
$227K +$227K +4,058 New
CAG
164
Centerpoint Advisory Group
Kansas
$220K – – –
P
165
&Partners
Tennessee
$219K +$219K +3,910 New
RIS
166
Richmond Investment Services
Wisconsin
$219K +$219K +3,908 New
CIA
167
Concurrent Investment Advisors
Florida
$217K -$1.01M -18,010 -82%
CAS
168
Coppell Advisory Solutions
Texas
$213K +$213K +3,835 New
ONB
169
Old National Bancorp
Indiana
$212K – – –
HA
170
Huntleigh Advisors
Missouri
$209K -$37.3K -666 -15%
SFPG
171
Stonebridge Financial Planning Group
Florida
$207K +$207K +3,700 New
AAS
172
Avantax Advisory Services
Texas
$206K +$206K +3,680 New
DWP
173
Destiny Wealth Partners
Florida
$206K +$206K +3,672 New
UCFA
174
United Capital Financial Advisors
Texas
$203K +$203K +3,624 New
BPA
175
Beacon Pointe Advisors
California
$201K +$201K +3,583 New
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