We are live on ! Find out more
FXO icon

First Trust Financials AlphaDEX Fund
FXO

221 hedge funds and large institutions have $1.77B invested in First Trust Financials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 74 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

3% more capital invested

Capital invested by funds: $1.71B → $1.77B (+$57M)

0.6% less ownership

Funds ownership: 79.26% → 78.66% (-0.6%)

3% less funds holding

Funds holding: 229 → 221 (-8)

19% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 91

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
221
Holders Change
-8
Holders Change %
-3.49%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
74
Reduced
91
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.78M
2
NP
Nilsine Partners
Colorado
+$5.42M
3
Raymond James Financial
Raymond James Financial
Florida
+$5.42M
4
DWP
Daymark Wealth Partners
Ohio
+$4.59M
5
SPC
Sigma Planning Corp
Michigan
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$22.8M
2
VAS
Vestmark Advisory Solutions
Massachusetts
-$11.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.84M
4
VCM
Virtue Capital Management
Tennessee
-$7.51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
151
Ritholtz Wealth Management
New York
$273K +$267K +4,594 New
RFA
152
ROI Financial Advisors
Oregon
$260K -$8.08K -139 -3%
IWM
153
IHT Wealth Management
Illinois
$257K +$814 +14 +0.3%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$256K +$8.72K +150 +4%
PWM
155
Purus Wealth Management
California
$254K – – –
BPA
156
Beacon Pointe Advisors
California
$250K +$36.3K +625 +17%
MWM
157
Meridian Wealth Management
Kentucky
$242K – – –
BA
158
Bellwether Advisors
Nebraska
$241K – – –
YDMI
159
Y.D. More Investments
Israel
$238K -$11.6K -200 -5%
CAG
160
Centerpoint Advisory Group
Kansas
$233K – – –
P
161
&Partners
Tennessee
$232K +$174 +3 +0.1%
RIS
162
Richmond Investment Services
Wisconsin
$232K +$116 +2 +0.1%
MIM
163
MTM Investment Management
South Carolina
$226K -$23.8K -410 -10%
CAS
164
Coppell Advisory Solutions
Texas
$226K -$2.21K -38 -1%
HF
165
HRT Financial
New York
$226K +$221K +3,807 New
ONB
166
Old National Bancorp
Indiana
$225K – – –
SFPG
167
Stonebridge Financial Planning Group
Florida
$220K – – –
DWP
168
Destiny Wealth Partners
Florida
$218K – – –
UCFA
169
United Capital Financial Advisors
Texas
$215K – – –
MSAM
170
Moloney Securities Asset Management
Missouri
$212K +$208K +3,573 New
WCM
171
WealthBridge Capital Management
Ohio
$203K +$199K +3,419 New
PWP
172
Prasad Wealth Partners
Ohio
$200K +$196K +3,376 New
FFC
173
First Financial Corp
Indiana
$181K – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$160K – – –
AF
175
Allworth Financial
California
$148K – – –
5 6
7
8 9

FXO Hedge Fund Activity: Q3 2025 in Review

221 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q3 2025, worth a combined $1.77B — up 3.3% from $1.71B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FXO and 12 opened new positions — a net loss of 5 holders — while 91 trimmed existing stakes and 74 added.

The largest buyer was Wells Fargo, adding an estimated $7.78M. The largest seller was First Trust Advisors, cutting an estimated $22.8M.

  • 221 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q3 2025, down from 229 in Q2 2025.
  • Funds reported $1.77B of First Trust Financials AlphaDEX Fund stock for Q3 2025, up 3.3% quarter-over-quarter.
  • 12 funds opened new First Trust Financials AlphaDEX Fund positions in Q3 2025 and 17 closed out, a net change of -5 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $7.78M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q3 2025 was First Trust Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2025.