First Trust Financials AlphaDEX Fund
230 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, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 70
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% less funds holding
Funds holding: 232 → 230 (-2)
3.84% less ownership
Funds ownership: 79.85% → 76% (-3.8%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less capital invested
Capital invested by funds: $2.64B → $1.64B (-$1,000M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$20.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16M |
| 3 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$15.7M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$63.7M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$6.08M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.47M |
| 4 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$5.4M |
| 5 |
Jane Street
New York
|
-$4.07M |
FXO Hedge Fund Activity: Q1 2025 in Review
230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q1 2025, worth a combined $1.64B — down 38% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FXO positions and 19 closed out — a net gain of 3 holders — while 90 added to existing stakes and 70 trimmed.
The largest buyer was NewSquare Capital, opening a new position worth an estimated $20.3M. The largest seller was First Trust Advisors, cutting an estimated $63.7M.
- 230 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q1 2025, down from 232 in Q4 2024.
- Funds reported $1.64B of First Trust Financials AlphaDEX Fund stock for Q1 2025, down 38% quarter-over-quarter.
- 22 funds opened new First Trust Financials AlphaDEX Fund positions in Q1 2025 and 19 closed out, a net change of +3 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q1 2025 was NewSquare Capital, an estimated $20.3M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q1 2025 was First Trust Advisors, an estimated $63.7M sold.
Based on aggregated 13F filings for Q1 2025.