First Trust Financials AlphaDEX Fund
211 hedge funds and large institutions have $1.05B invested in First Trust Financials AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 88 increasing their positions, 41 reducing their positions, and 15 closing their positions.
273% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 15
115% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 41
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
24% more capital invested
Capital invested by funds: $849M → $1.05B (+$206M)
22% more funds holding
Funds holding: 173 → 211 (+38)
0.26% more ownership
Funds ownership: 62.87% → 63.13% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$20.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.2M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$14.7M |
| 5 |
EE
EWG Elevate
Roseville,
California
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.26M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$2.96M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.23M |
FXO Hedge Fund Activity: Q4 2021 in Review
211 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2021, worth a combined $1.05B — up 24% from $849M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FXO positions and 15 closed out — a net gain of 41 holders — while 88 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.9M. The largest seller was Wells Fargo, cutting an estimated $7.18M.
- 211 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2021, up from 173 in Q3 2021.
- Funds reported $1.05B of First Trust Financials AlphaDEX Fund stock for Q4 2021, up 24% quarter-over-quarter.
- 56 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2021 and 15 closed out, a net change of +41 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $24.9M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q4 2021 was Wells Fargo, an estimated $7.18M sold.
Based on aggregated 13F filings for Q4 2021.