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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 %
PCIA
151
Prime Capital Investment Advisors
Kansas
$269K – – –
GWP
152
Gateway Wealth Partners
Wisconsin
$264K -$64.5K -1,191 -20%
WFA
153
WMG Financial Advisors
Tennessee
$256K – – –
PBF
154
Petix & Botte Financial
California
$253K – – –
RFA
155
ROI Financial Advisors
Oregon
$252K +$758 +14 +0.3%
HA
156
Huntleigh Advisors
Missouri
$238K +$238K +4,400 New
BW
157
Bison Wealth
Georgia
$237K +$54 +1 +0%
MWM
158
Meridian Wealth Management
Kentucky
$235K +$5.79K +107 +3%
PWM
159
Purus Wealth Management
California
$234K -$3.47K -64 -1%
MIM
160
MTM Investment Management
South Carolina
$228K – – –
FFL
161
Financial Freedom LLC
Ohio
$227K -$34.6K -640 -13%
Corient Private Wealth
162
Corient Private Wealth
Florida
$227K -$18.6K -343 -8%
IWM
163
IHT Wealth Management
Illinois
$224K +$1.46K +27 +0.7%
BIP
164
Blueprint Investment Partners
North Carolina
$224K +$224K +4,131 New
SW
165
Simplicity Wealth
New Jersey
$222K +$222K +4,110 New
SFPG
166
Stonebridge Financial Planning Group
Florida
$222K – – –
RA
167
RFG Advisory
Alabama
$221K +$221K +4,080 New
BA
168
Bellwether Advisors
Nebraska
$220K – – –
PWP
169
Prasad Wealth Partners
Ohio
$220K +$220K +4,063 New
AA
170
Armis Advisers
Georgia
$219K +$219K +4,053 New
CAG
171
Centerpoint Advisory Group
Kansas
$212K +$212K +3,920 New
Millennium Management
172
Millennium Management
New York
$210K +$210K +3,887 New
CAS
173
Coppell Advisory Solutions
Texas
$207K -$857K -15,824 -81%
ONB
174
Old National Bancorp
Indiana
$205K +$205K +3,785 New
Citigroup
175
Citigroup
New York
$202K -$52.7K -974 -21%
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7
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