First Trust Financials AlphaDEX Fund
FXO • ARCA
First Trust Financials AlphaDEX Fund is an exchange-traded fund on ARCA. As of Q3 2025, 219 institutional investors hold shares in this ETF, with total holdings valued at $1.8B. FIRST TRUST ADVISORS LP is the largest holder with a position valued at $785.7M.
Overview
Overview of institutional ownership in FXO as of Q3 2025
All Institutions
- Institutions
- 219
- Value Held
- $1.8B
- Shares Held
- 29.8M
- Avg Position
- $8.1M
- Median Position
- $618.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $6.2M
- Shares Held
- 104.5K
- Avg Position
- $6.2M
- Median Position
- $6.2M
Biggest Investors
Institutions with the largest positions in FXO as of Q3 2025
| Institution | Position Value |
|---|---|
 FIRST TRUST ADVISORS LP ETF Provider | $785.7M 0.59% of portfolio |
 MORGAN STANLEY RIA/Wealth | $150.2M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $145.9M 0.03% of portfolio |
L LPL Financial LLC Institution | $76.7M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $67.5M 0.02% of portfolio |
 UBS Group AG Institution | $29.4M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $28.4M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $22.3M 0.10% of portfolio |
 CFG Asset Management LLC RIA/Wealth | $21.5M 1.46% of portfolio |
 Nilsine Partners, LLC RIA/Wealth | $20.7M 1.84% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FXO in Q3 2025
- Traded
- −$33.2M
- Buyers
- 89
- Sellers
- 104
- Total Bought
- +$41.8M
- Total Sold
- −$74.9M
- Avg Position
- $7.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$7.9M +133.8K shares |
Nilsine Partners, LLC RIA/Wealth | +$5.5M +93.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$5.5M +93.2K shares |
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth | +$4.7M +78.9K shares |
 Sigma Planning Corp RIA/Wealth | +$1.9M +31.7K shares |
 NAVELLIER & ASSOCIATES INC RIA/Wealth | +$1.7M +28.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.4M +24.1K shares |
J JANE STREET GROUP, LLC Institution | +$1.4M +23.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.3M +21.1K shares |
T TRUST CO OF OKLAHOMA Institution | +$811.2K +13.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | −$23.3M −392.3K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$11.4M −192.0K shares |
−$10.1M −169.2K shares | |
R ROYAL BANK OF CANADA Institution | −$4.4M −74.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$3.5M −58.7K shares |
MORGAN STANLEY RIA/Wealth | −$2.1M −35.0K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$1.7M −28.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.4M −23.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.2M −21.0K shares |
B BENJAMIN EDWARDS INC Institution | −$1.2M −20.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FXO in Q3 2025
- New Positions
- 5
- New Value
- $647.4K
- Exited Positions
- 17
- Exited Value
- $3.7M
New Positions
| Institution | Position Value |
|---|---|
 Retirement Planning Group RIA/Wealth | $283.4K 4.8K shares |
 Comprehensive Portfolio Management, LLC RIA/Wealth | $272.8K 4.6K shares |
 Providence Capital Advisors, LLC RIA/Wealth | $41.4K 697.0 shares |
A ALERUS FINANCIAL NA Institution | $37.3K 628.0 shares |
A AMERIFLEX GROUP, INC. Institution | $12.5K 210.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $505.8K 9.0K shares |
 Transce3nd, LLC RIA/Wealth | $482.5K 8.6K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $461.2K 8.2K shares |
$364.5K 6.5K shares | |
 Sargent Investment Group, LLC RIA/Wealth | $312.4K 5.5K shares |
C CI Private Wealth, LLC RIA/Wealth | $272.3K 4.9K shares |
D D. E. Shaw & Co., Inc. Institution | $248.7K 4.4K shares |
Q QTR Family Wealth, LLC RIA/Wealth | $243.1K 4.3K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | $217.4K 3.9K shares |
 Huntleigh Advisors, Inc. RIA/Wealth | $209.3K 3.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in FXO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FXO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 SFI Advisors, LLC RIA/Wealth | 4.56% $6.9M |
 O'Dell Group, LLC RIA/Wealth | 3.87% $18.0M |
 TradeWell Securities, LLC. RIA/Wealth | 2.94% $7.0M |
Nilsine Partners, LLC RIA/Wealth | 1.84% $20.7M |
CFG Asset Management LLC RIA/Wealth | 1.46% $21.5M |
 1858 WEALTH MANAGEMENT, LLC RIA/Wealth | 1.35% $1.8M |
 Monument Capital Management RIA/Wealth | 1.32% $5.3M |
V Virtue Capital Management, LLC RIA/Wealth | 1.25% $7.8M |
S Schrum Private Wealth Management LLC RIA/Wealth | 1.12% $1.5M |
 Choice Wealth Advisors, LLC RIA/Wealth | 1.10% $2.4M |
Hedge Fund Spotlight
Discover hedge funds investing in FXO
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Financials AlphaDEX Fund
- Market Value
- $6.2M
- Shares Held
- 104.5K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
