First Trust Financials AlphaDEX adds Freedom Holding to portfolio

Published 07/07/2025, 20:06
First Trust Financials AlphaDEX adds Freedom Holding to portfolio

NEW YORK - The First Trust Financials AlphaDEX Fund (NASDAQ:FXO) has acquired 185,000 shares of Freedom Holding Corp. (NASDAQ:FRHC), currently valued at $140.09 per share with a market capitalization of $8.57 billion, as part of its scheduled portfolio rebalancing, according to a company press release issued Monday.

The transaction makes the fund the second largest shareholder of Freedom Holding, behind only founder and CEO Timur Turlov. FRHC now represents a 1.22% weighting in the index that underlies the fund’s structure. The company has demonstrated remarkable performance, with an 86.6% return over the past year and revenue growth of 33.85%. According to InvestingPro analysis, the stock is currently trading slightly above its Fair Value.

FXO is an exchange-traded fund that tracks the StrataQuant Financials Index, which selects financial services sector companies using the AlphaDEX methodology. This approach screens stocks based on fundamental growth and value factors.

"We are pleased to see that Freedom Holding has attracted the attention of such institutional investors as First Trust," said CEO Timur Turlov in the statement.

The inclusion comes as Freedom Holding has expanded its product range and market presence while continuing digital transformation of its platforms. S&P Global Ratings recently revised the outlook on Freedom Holding’s core operating subsidiaries from "Stable" to "Positive" while affirming their credit ratings at ’B+/B’.

Freedom Holding Corp. operates as an international financial and technology group offering investment, banking, insurance, and digital services through its integrated platform. The company operates in 22 countries including Kazakhstan, the United States, Cyprus, Poland, Spain, Uzbekistan, and Armenia, maintaining a strong gross profit margin of 74.21% and a healthy current ratio of 1.32.

In other recent news, Freedom Holding Corp. has reported a significant 56.5% increase in revenue, reaching $655 million in the third quarter of the fiscal year 2025 compared to the same period last year. This financial performance highlights the company’s growth trajectory. Additionally, Freedom Holding Corp. has been selected for inclusion in the Russell 3000® Index, effective after the U.S. market closes on June 27, 2025. The Russell 3000® Index is a widely recognized benchmark that tracks the performance of the largest U.S. companies. This inclusion is part of the index’s annual reconstitution and may enhance the company’s visibility among investors. Freedom Holding Corp.’s CEO, Timur Turlov, expressed that this development reflects the company’s sustained growth and expanding global presence. He anticipates it will attract more institutional investors and expand the shareholder base. The final determination regarding the company’s inclusion in other related indexes, such as the large-cap Russell 1000® or the small-cap Russell 2000®, is yet to be confirmed.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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