First Trust Financials AlphaDEX Fund
199 hedge funds and large institutions have $999M invested in First Trust Financials AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 28 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 69
2.08% more ownership
Funds ownership: 63.13% → 65.2% (+2.1%)
5% less capital invested
Capital invested by funds: $1.05B → $999M (-$55.5M)
6% less funds holding
Funds holding: 211 → 199 (-12)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$14.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$14.6M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
-$13.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$11.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
FXO Hedge Fund Activity: Q1 2022 in Review
199 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q1 2022, worth a combined $999M — down 5.3% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FXO and 19 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 81 added.
The largest buyer was UBS Group, adding an estimated $22M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $14.6M sold.
- 199 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q1 2022, down from 211 in Q4 2021.
- Funds reported $999M of First Trust Financials AlphaDEX Fund stock for Q1 2022, down 5.3% quarter-over-quarter.
- 19 funds opened new First Trust Financials AlphaDEX Fund positions in Q1 2022 and 28 closed out, a net change of -9 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q1 2022 was UBS Group, an estimated $22M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q1 2022 was Clear Creek Financial Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2022.