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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
SS
201
Sunbelt Securities
Texas
$38.1K
LOIP
202
Live Oak Investment Partners
Texas
$33.1K
HCP
203
Hexagon Capital Partners
Arkansas
$28.2K
AssetMark Inc
204
AssetMark Inc
California
$25.7K
HNB
205
Huntington National Bank
Ohio
$24.7K
MA
206
MCF Advisors
Kentucky
$21.7K
RIA
207
Realta Investment Advisors
Delaware
$19.9K +$20K +365 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$19.7K -$26.6K -485 -57%
CA
209
Continuum Advisory
Idaho
$17K +$110 +2 +0.6%
APW
210
Aventura Private Wealth
Florida
$16.5K +$16.7K +304 New
WIM
211
Westside Investment Management
California
$16.2K
WT
212
Washington Trust
Rhode Island
$15.6K
EWM
213
EPG Wealth Management
Georgia
$14.3K +$110 +2 +0.8%
PSFG
214
Park Square Financial Group
Georgia
$14.3K +$14.5K +264 New
LC
215
Luminist Capital
Michigan
$13.2K +$13.4K +244 New
AA
216
AlphaMark Advisors
Kentucky
$11K
SAM
217
Synergy Asset Management
Washington
$10.2K +$10.9K +199 New
BTC
218
Bank & Trust Company
Illinois
$9.8K
Russell Investments Group
219
Russell Investments Group
United Kingdom
$8.06K +$1.59K +29 +24%
CAL
220
Capital Analysts LLC
Pennsylvania
$8K
TFGT
221
TS Financial Group (TSFG)
Illinois
$7K +$55 +1 +0.8%
CJ
222
Caitlin John
Michigan
$6.28K
CT
223
Caldwell Trust
Florida
$5.79K
FDW
224
Fourth Dimension Wealth
Ohio
$5.41K +$5.48K +100 New
NFSG
225
Newbridge Financial Services Group
Florida
$5.3K

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.