FXO icon

First Trust Financials AlphaDEX Fund

221 hedge funds and large institutions have $660M invested in First Trust Financials AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

62% less capital invested

Capital invested by funds: $1.72B → $660M (-$1.06B)

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.44M
2 +$2.29M
3 +$2.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
5
HF
HRT Financial
New York
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bellwether Advisors
Nebraska
$228K
Millennium Management
152
Millennium Management
New York
$224K
SIS
153
Sound Income Strategies
Florida
$224K
AF
154
Allworth Financial
California
$221K
CAG
155
Centerpoint Advisory Group
Kansas
$220K
MIM
156
MTM Investment Management
South Carolina
$214K
ITG
157
Index Technologies Group
New York
$213K
ONB
158
Old National Bancorp
Indiana
$213K
SFPG
159
Stonebridge Financial Planning Group
Florida
$208K
DWP
160
Destiny Wealth Partners
Florida
$206K
KPWS
161
Kestra Private Wealth Services
Texas
$201K
FFC
162
First Financial Corp
Indiana
$170K
Citigroup
163
Citigroup
New York
$152K
PFBT
164
Parkside Financial Bank & Trust
Missouri
$142K
AWM
165
AE Wealth Management
Kansas
$136K
JP Morgan Chase
166
JP Morgan Chase
New York
$119K
CFD
167
Creative Financial Designs
Indiana
$105K
ACA
168
Aptus Capital Advisors
Alabama
$103K
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$101K
FFA
170
Founders Financial Alliance
North Carolina
$92.5K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$92.4K
BAM
172
Bellevue Asset Management
Washington
$86.9K
TSMHT
173
Thurston Springer Miller Herd & Titak
Indiana
$73.7K
RFG
174
REAP Financial Group
Texas
$69.9K
AA
175
Addison Advisors
Vermont
$66.3K