First Trust Financials AlphaDEX Fund
222 hedge funds and large institutions have $665M invested in First Trust Financials AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 97 reducing their positions, and 21 closing their positions.
10% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 21
0% more capital invested
Capital invested by funds: $662M → $665M (+$3.27M)
0% more funds holding
Funds holding: 222 → 222 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.63% less ownership
Funds ownership: 63.15% → 62.52% (-0.63%)
46% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.39M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$1.26M |
| 3 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$1.11M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$1.11M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.9M |
| 2 |
Two Sigma Investments
New York
|
-$7.98M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.89M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.09M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$3.56M |
FXO Hedge Fund Activity: Q2 2026 in Review
222 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in First Trust Financials AlphaDEX Fund (FXO) for Q2 2026, worth a combined $665M — up 0.49% from $662M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FXO positions and 21 closed out — a net gain of 2 holders — while 52 added to existing stakes and 97 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.
- 222 institutional investors held First Trust Financials AlphaDEX Fund (FXO) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $665M of First Trust Financials AlphaDEX Fund stock for Q2 2026, up 0.49% quarter-over-quarter.
- 23 funds opened new First Trust Financials AlphaDEX Fund positions in Q2 2026 and 21 closed out, a net change of +2 holders.
- The largest First Trust Financials AlphaDEX Fund buyer in Q2 2026 was Navellier & Associates, an estimated $1.39M added.
- The largest First Trust Financials AlphaDEX Fund seller in Q2 2026 was Morgan Stanley, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2026.