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.
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: 1 → 3 (+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: 190 → 232 (+42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$825M |
| 2 |
Morgan Stanley
New York
|
+$30.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$28M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$18.8M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$1.98M |
| 2 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$1.51M |
| 3 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
-$1.41M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$867K |
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.