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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 %
VVP
151
Venture Visionary Partners
Ohio
$276K – – –
PCIA
152
Prime Capital Investment Advisors
Kansas
$272K +$8.85K +167 +3%
HF
153
HRT Financial
New York
$270K +$270K +5,107 New
MQWP
154
Morey & Quinn Wealth Partners
Nebraska
$267K -$1.59K -30 -0.6%
RFA
155
Register Financial Advisors
Georgia
$266K +$53 +1 +0%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$251K -$803K -15,157 -76%
WFA
157
WMG Financial Advisors
Tennessee
$250K – – –
NWM
158
Nova Wealth Management
Florida
$249K -$18.8K -354 -7%
PBF
159
Petix & Botte Financial
California
$248K – – –
Fidelity Investments
160
Fidelity Investments
Massachusetts
$236K +$39.2K +740 +20%
Jane Street
161
Jane Street
New York
$236K -$3.95M -74,454 -94%
HA
162
Huntleigh Advisors
Missouri
$233K – – –
GLA
163
Good Life Advisors
Pennsylvania
$232K +$232K +4,384 New
RFA
164
ROI Financial Advisors
Oregon
$231K -$16.2K -306 -7%
QFW
165
QTR Family Wealth
Florida
$230K +$230K +4,336 New
PWM
166
Purus Wealth Management
California
$229K – – –
MIM
167
MTM Investment Management
South Carolina
$224K – – –
Corient Private Wealth
168
Corient Private Wealth
Florida
$223K +$1.06K +20 +0.5%
FFL
169
Financial Freedom LLC
Ohio
$223K +$742 +14 +0.3%
IWM
170
IHT Wealth Management
Illinois
$220K +$901 +17 +0.4%
MWM
171
Meridian Wealth Management
Kentucky
$216K -$14.1K -266 -6%
BA
172
Bellwether Advisors
Nebraska
$215K – – –
TI
173
Trexquant Investment
Connecticut
$214K +$214K +4,035 New
CAG
174
Centerpoint Advisory Group
Kansas
$208K – – –
PWP
175
Prasad Wealth Partners
Ohio
$204K -$11.6K -219 -5%
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7
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