First Trust Financials AlphaDEX Fund
223 hedge funds and large institutions have $1.77B invested in First Trust Financials AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 17 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.71% less ownership
Funds ownership: 79.42% → 78.71% (-0.71%)
3% less funds holding
Funds holding: 231 → 223 (-8)
20% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 92
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
50% less capital inflows, than outflows
Capital inflows: $40.7M | Capital outflows: $81.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.78M |
| 2 |
Nilsine Partners
Greenwood Village,
Colorado
|
+$5.42M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.42M |
| 4 |
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$4.59M |
| 5 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$22.8M |
| 2 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$11.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.8M |
| 4 |
Virtue Capital Management
Brentwood,
Tennessee
|
-$7.51M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.34M |
FXO Hedge Fund Activity: Q3 2025 in Review
223 of the 7,661 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q3 2025, worth a combined $1.77B — up 3.3% from $1.71B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FXO and 12 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 74 added.
The largest buyer was Wells Fargo, adding an estimated $7.78M. The largest seller was First Trust Advisors, cutting an estimated $22.8M.
- 223 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q3 2025, down from 231 in Q2 2025.
- Funds reported $1.77B of First Trust Financials AlphaDEX Fund stock for Q3 2025, up 3.3% quarter-over-quarter.
- 12 funds opened new First Trust Financials AlphaDEX Fund positions in Q3 2025 and 17 closed out, a net change of -5 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $7.78M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q3 2025 was First Trust Advisors, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2025.