First Trust Financials AlphaDEX Fund
245 hedge funds and large institutions have $1.72B invested in First Trust Financials AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 98 reducing their positions, and 10 closing their positions.
300% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 10
11% more funds holding
Funds holding: 221 → 245 (+24)
1.15% more ownership
Funds ownership: 78.66% → 79.81% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $1.77B → $1.72B (-$48.7M)
34% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$14.9M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$11.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.31M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.15M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$32.1M |
| 2 |
Morgan Stanley
New York
|
-$24.3M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$7.58M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.43M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$7.07M |
FXO Hedge Fund Activity: Q4 2025 in Review
245 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q4 2025, worth a combined $1.72B — down 2.8% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FXO positions and 10 closed out — a net gain of 30 holders — while 65 added to existing stakes and 98 trimmed.
The largest buyer was Capital Performance Advisors, opening a new position worth an estimated $14.9M. The largest seller was First Trust Advisors, cutting an estimated $32.1M.
- 245 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q4 2025, up from 221 in Q3 2025.
- Funds reported $1.72B of First Trust Financials AlphaDEX Fund stock for Q4 2025, down 2.8% quarter-over-quarter.
- 40 funds opened new First Trust Financials AlphaDEX Fund positions in Q4 2025 and 10 closed out, a net change of +30 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q4 2025 was Capital Performance Advisors, an estimated $14.9M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q4 2025 was First Trust Advisors, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2025.