First Trust Financials AlphaDEX Fund
189 hedge funds and large institutions have $656M invested in First Trust Financials AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1% more funds holding
Funds holding: 187 → 189 (+2)
0.15% less ownership
Funds ownership: 62.92% → 62.77% (-0.15%)
24% less capital inflows, than outflows
Capital inflows: $32.7M | Capital outflows: $43.2M
26% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 78
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 2 |
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.96M |
| 3 |
Flow Traders U.S.
New York
|
+$2.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.01M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.23M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$5.99M |
| 3 |
Jane Street
New York
|
-$3.34M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.69M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.86M |
FXO Hedge Fund Activity: Q3 2022 in Review
189 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q3 2022, worth a combined $656M — down 6.6% from $702M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FXO positions and 12 closed out — a net gain of 2 holders — while 58 added to existing stakes and 78 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.85M. The largest seller was Morgan Stanley, cutting an estimated $6.23M.
- 189 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q3 2022, up from 187 in Q2 2022.
- Funds reported $656M of First Trust Financials AlphaDEX Fund stock for Q3 2022, down 6.6% quarter-over-quarter.
- 14 funds opened new First Trust Financials AlphaDEX Fund positions in Q3 2022 and 12 closed out, a net change of +2 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q3 2022 was LPL Financial, an estimated $6.85M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q3 2022 was Morgan Stanley, an estimated $6.23M sold.
Based on aggregated 13F filings for Q3 2022.