First Trust Financials AlphaDEX Fund
231 hedge funds and large institutions have $1.71B invested in First Trust Financials AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 22 closing their positions.
3.29% more ownership
Funds ownership: 76.12% → 79.42% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 233 → 231 (-2)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
16% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 88
29% less capital inflows, than outflows
Capital inflows: $62.6M | Capital outflows: $88.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summit Financial
Parsippany,
New Jersey
|
+$8.53M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.5M |
| 3 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$7.61M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.08M |
| 5 |
Two Sigma Investments
New York
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.63M |
| 3 |
LPL Financial
San Diego,
California
|
-$7.94M |
| 4 |
Morgan Stanley
New York
|
-$6.79M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.17M |
FXO Hedge Fund Activity: Q2 2025 in Review
231 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2025, worth a combined $1.71B — up 4.2% from $1.64B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FXO and 20 opened new positions — a net loss of 2 holders — while 88 trimmed existing stakes and 74 added.
The largest buyer was Summit Financial, opening a new position worth an estimated $8.53M. The largest seller was First Trust Advisors, cutting an estimated $14.1M.
- 231 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2025, down from 233 in Q1 2025.
- Funds reported $1.71B of First Trust Financials AlphaDEX Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
- 20 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2025 and 22 closed out, a net change of -2 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q2 2025 was Summit Financial, an estimated $8.53M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q2 2025 was First Trust Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2025.