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First Trust Financials AlphaDEX Fund

232 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 52 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 6

405% more capital invested

Capital invested by funds: $523M → $2.64B (+$2.12B)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

51% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 57

22.58% more ownership

Funds ownership: 57.27%79.85% (+23%)

22% more funds holding

Funds holding: 190232 (+42)

Holders
232
Holders Change
+42
Holders Change %
+22.11%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
86
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$202K -$53.4K -974 -21%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$201K +$67.9K +1,239 +50%
RFG
178
REAP Financial Group
Texas
$192K +$548 +10 +0.3%
TRCT
179
Tower Research Capital (TRC)
New York
$184K +$52.4K +957 +39%
FFC
180
First Financial Corp
Indiana
$165K
PTC
181
Private Trust Company
Ohio
$152K -$60.5K -1,104 -28%
JP Morgan Chase
182
JP Morgan Chase
New York
$147K -$9.64K -176 -6%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$146K
AF
184
Allworth Financial
California
$141K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$115K +$21.4K +391 +23%
FFA
186
Farther Finance Advisors
California
$111K -$8.22K -150 -7%
AWM
187
AE Wealth Management
Kansas
$109K +$110K +2,014 New
ACA
188
Aptus Capital Advisors
Alabama
$97.5K +$97K +1,770 +5,531%
FFA
189
Founders Financial Alliance
North Carolina
$91.8K
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$89K -$40.5K -739 -31%
BAM
191
Bellevue Asset Management
Washington
$84K -$12.7K -232 -13%
T
192
Tidemark
California
$77K +$438 +8 +0.6%
CFGS
193
Concourse Financial Group Securities
Alabama
$77K -$14K -255 -16%
US Bancorp
194
US Bancorp
Minnesota
$73.4K +$10.8K +197 +17%
HB
195
Horizon Bancorp
Indiana
$72K +$13.6K +248 +23%
AA
196
Addison Advisors
Vermont
$63.9K
AWM
197
Avior Wealth Management
Nebraska
$54.7K +$55 +1 +0.1%
CBT
198
Crews Bank & Trust
Florida
$54.1K +$54.8K +1,000 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$48.7K -$11K -200 -18%
CIAS
200
Capital Investment Advisory Services
North Carolina
$40.1K -$8.22K -150 -17%

FXO Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2024, worth a combined $2.64B — up 405% from $523M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FXO positions and 6 closed out — a net gain of 46 holders — while 86 added to existing stakes and 57 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $825M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.98M sold.

  • 232 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2024, up from 190 in Q3 2024.
  • Funds reported $2.64B of First Trust Financials AlphaDEX Fund stock for Q4 2024, up 405% quarter-over-quarter.
  • 52 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2024 and 6 closed out, a net change of +46 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q4 2024 was First Trust Advisors, an estimated $825M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q4 2024 was Two Sigma Investments, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2024.