We are live on ! Find out more
FXO icon

First Trust Financials AlphaDEX Fund

184 hedge funds and large institutions have $485M invested in First Trust Financials AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 185184 (-1)

0.86% less ownership

Funds ownership: 58.65%57.8% (-0.86%)

5% less capital invested

Capital invested by funds: $509M → $485M (-$24.5M)

23% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 73

Holders
184
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
56
Reduced
73
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$54K -$8.94K -194 -14%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$50.9K
HB
153
Horizon Bancorp
Indiana
$50K -$53.8K -1,168 -52%
AWM
154
Avior Wealth Management
Nebraska
$46.5K -$49.5K -1,074 -52%
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$41.7K +$41.5K +900 New
CIAS
156
Capital Investment Advisory Services
North Carolina
$39.1K -$34.7K -754 -47%
SS
157
Sunbelt Securities
Texas
$32.3K
ST
158
Smithfield Trust
Pennsylvania
$29K
LOIP
159
Live Oak Investment Partners
Texas
$28.3K
TAM
160
Tucker Asset Management
Colorado
$26.2K +$26.1K +567 New
HCP
161
Hexagon Capital Partners
Arkansas
$24.1K
JP Morgan Chase
162
JP Morgan Chase
New York
$22.2K +$14.1K +305 +174%
AssetMark Inc
163
AssetMark Inc
California
$21.9K
MA
164
MCF Advisors
Kentucky
$18.5K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$17.3K -$79.6K -1,728 -82%
RIA
166
Realta Investment Advisors
Delaware
$14.5K +$46 +1 +0.3%
CA
167
Continuum Advisory
Idaho
$14.4K +$46 +1 +0.3%
WIM
168
Westside Investment Management
California
$13.9K
WT
169
Washington Trust
Rhode Island
$13.4K
MG
170
Mather Group
Illinois
$12.9K
EWM
171
EPG Wealth Management
Georgia
$12K -$11.9K -259 Closed
LFG
172
Larson Financial Group
Missouri
$10.9K -$4.42K -96 -29%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$9.91K +$4.61K +100 +88%
AA
174
AlphaMark Advisors
Kentucky
$9K
BTC
175
Bank & Trust Company
Illinois
$8.38K +$8.34K +181 New

FXO Hedge Fund Activity: Q2 2024 in Review

184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2024, worth a combined $485M — down 4.8% from $509M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FXO positions and 13 closed out — a net gain of 3 holders — while 56 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $4.11M. The largest seller was Truist Financial, cutting an estimated $6.3M.

  • 184 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2024, down from 185 in Q1 2024.
  • Funds reported $485M of First Trust Financials AlphaDEX Fund stock for Q2 2024, down 4.8% quarter-over-quarter.
  • 16 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2024 and 13 closed out, a net change of +3 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q2 2024 was UBS Group, an estimated $4.11M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q2 2024 was Truist Financial, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2024.