First Trust Financials AlphaDEX Fund
216 hedge funds and large institutions have $697M invested in First Trust Financials AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 10 closing their positions.
290% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 10
14% more funds holding
Funds holding: 189 → 216 (+27)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.02% less ownership
Funds ownership: 62.77% → 62.75% (-0.02%)
14% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 77
35% less capital inflows, than outflows
Capital inflows: $53M | Capital outflows: $81.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.35M |
| 2 |
Financial Enhancement Group
Anderson,
Indiana
|
+$4.4M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.44M |
| 4 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.99M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.7M |
| 2 |
Morgan Stanley
New York
|
-$11.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.49M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$6.28M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.92M |
FXO Hedge Fund Activity: Q4 2022 in Review
216 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2022, worth a combined $697M — up 6.4% from $656M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FXO positions and 10 closed out — a net gain of 29 holders — while 66 added to existing stakes and 77 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $5.35M. The largest seller was LPL Financial, cutting an estimated $17.7M.
- 216 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2022, up from 189 in Q3 2022.
- Funds reported $697M of First Trust Financials AlphaDEX Fund stock for Q4 2022, up 6.4% quarter-over-quarter.
- 39 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2022 and 10 closed out, a net change of +29 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q4 2022 was Goldman Sachs, an estimated $5.35M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q4 2022 was LPL Financial, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2022.