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First Trust Financials AlphaDEX Fund

232 hedge funds and large institutions have $2.64B invested in First Trust Financials AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 86 increasing their positions, 57 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 6

405% more capital invested

Capital invested by funds: $523M → $2.64B (+$2.12B)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

51% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 57

22.58% more ownership

Funds ownership: 57.27%79.85% (+23%)

22% more funds holding

Funds holding: 190232 (+42)

Holders
232
Holders Change
+42
Holders Change %
+22.11%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
86
Reduced
57
Closed
6
Calls
$406K
Puts
Net Calls
+$406K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.03B -$9.04K -165 -0.9%
First Trust Advisors
2
First Trust Advisors
Illinois
$815M +$825M +15,055,890 New
Morgan Stanley
3
Morgan Stanley
New York
$134M +$30.6M +557,732 +29%
Wells Fargo
4
Wells Fargo
California
$103M +$28M +510,415 +37%
LPL Financial
5
LPL Financial
California
$79.3M +$6.06M +110,621 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$38.1M +$38.6M +704,330 New
UBS Group
7
UBS Group
Switzerland
$26.6M +$2.53M +46,097 +10%
Bank of America
8
Bank of America
North Carolina
$24M +$326K +5,943 +1%
ASN
9
Advisory Services Network
Georgia
$18.6M +$18.8M +343,460 New
NA
10
NewEdge Advisors
Louisiana
$17.8M +$17.3M +315,630 +2,440%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.6M +$4.13M +75,426 +36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.7M +$8.35M +152,320 +127%
Ameriprise
13
Ameriprise
Minnesota
$14.6M +$5.71M +104,241 +63%
DADC
14
D.A. Davidson & Co
Montana
$12.7M +$8.21M +149,757 +176%
ODG
15
O'Dell Group
Ohio
$12.2M +$12.3M +224,809 New
Truist Financial
16
Truist Financial
North Carolina
$12.1M +$7.39M +134,948 +152%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.8M +$2.57M +46,829 +31%
Stifel Financial
18
Stifel Financial
Missouri
$10.6M +$1.43M +26,006 +15%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.2M +$2.46M +44,950 +31%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$8.66M +$5.04M +92,021 +135%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.42M +$2.68M +48,852 +46%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$8.12M +$8.22M +150,000 New
BEI
23
Benjamin Edwards Inc
Missouri
$8.01M +$6.92M +126,284 +583%
VCM
24
Virtue Capital Management
Tennessee
$6.82M -$196K -3,575 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.82M +$222K +4,055 +3%

FXO Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2024, worth a combined $2.64B — up 405% from $523M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FXO positions and 6 closed out — a net gain of 46 holders — while 86 added to existing stakes and 57 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $825M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.98M sold.

  • 232 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2024, up from 190 in Q3 2024.
  • Funds reported $2.64B of First Trust Financials AlphaDEX Fund stock for Q4 2024, up 405% quarter-over-quarter.
  • 52 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2024 and 6 closed out, a net change of +46 holders.
  • The largest First Trust Financials AlphaDEX Fund buyer in Q4 2024 was First Trust Advisors, an estimated $825M added.
  • The largest First Trust Financials AlphaDEX Fund seller in Q4 2024 was Two Sigma Investments, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2024.