First Trust Financials AlphaDEX Fund
229 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 22 closing their positions.
3.26% more ownership
Funds ownership: 76% → 79.26% (+3.3%)
4% more capital invested
Capital invested by funds: $1.64B → $1.71B (+$69.6M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 230 → 229 (-1)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
20% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$8.53M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.5M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$7.61M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.08M |
| 5 |
Two Sigma Investments
New York
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.63M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.94M |
| 4 |
Morgan Stanley
New York
|
-$6.79M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.17M |
FXO Hedge Fund Activity: Q2 2025 in Review
229 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2025, worth a combined $1.71B — up 4.2% from $1.64B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FXO and 21 opened new positions — a net loss of 1 holder — while 89 trimmed existing stakes and 71 added.
The largest buyer was Summit Financial, opening a new position worth an estimated $8.53M. The largest seller was First Trust Advisors, cutting an estimated $14.1M.
- 229 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2025, down from 230 in Q1 2025.
- Funds reported $1.71B of First Trust Financials AlphaDEX Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
- 21 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2025 and 22 closed out, a net change of -1 holder.
- The largest First Trust Financials AlphaDEX Fund buyer in Q2 2025 was Summit Financial, an estimated $8.53M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q2 2025 was First Trust Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2025.