First Trust Financials AlphaDEX Becomes Major Shareholder of Freedom Holding Corp.

First Trust Financials AlphaDEX Takes a Significant Stake in Freedom Holding Corp.



On July 7, 2025, the First Trust Financials AlphaDEX Fund, traded on NASDAQ under the ticker FXO, announced that it had acquired 185,000 shares of Freedom Holding Corp. (NASDAQ: FRHC). This acquisition marks a significant development in the financial landscape, as it positions First Trust Financials as the second largest shareholder in the company, trailing only behind founder and CEO Timur Turlov. With this move, Freedom Holding Corp. is now weighted at 1.22% in the index linked to the fund’s performance.

A Strategic Move in Portfolio Management



The acquisition is part of a broader strategy of portfolio rebalancing by the First Trust Financials AlphaDEX Fund, which aims to optimize its holdings in companies with robust growth potential. FXO tracks the performance of the StrataQuant Financials Index, which is constructed using a method known as AlphaDEX. This methodology carefully screens stocks based on fundamental criteria, such as growth and value factors, making Freedom Holding an attractive investment due to its notable growth prospects and sound financial fundamentals.

Timur Turlov, the CEO of Freedom Holding, commented on the acquisition, stating, "We are pleased to see that Freedom Holding has attracted the attention of such institutional investors as First Trust. This confirms that our strategy of sustainable growth, digital transformation, and building a full-fledged financial ecosystem resonates with the professional investment community."

Recognition of Business Momentum



The inclusion of Freedom Holding Corp. in the First Trust Financials AlphaDEX Fund underscores high confidence in the company’s business momentum. The firm has been vigorously enhancing its product range and market presence while simultaneously pushing forward with its digital transformation initiatives. These developments have not gone unnoticed, as Freedom Holding has been re-evaluated positively by international credit rating agency SP Global Ratings.

Recently, SP Global Ratings upgraded their outlook on Freedom Holding Corp.’s core operating entities from "Stable" to "Positive," while maintaining their credit ratings at 'B+/B'. This revision covers key subsidiaries such as Freedom Finance JSC, Freedom Finance Europe Ltd., Freedom Finance Global PLC, and Freedom Bank Kazakhstan JSC. The parent company itself received a rating of 'B-' with a stable outlook.

A Promising Future Ahead



This newfound inclusion in the FXO portfolio is a testament to the rigorous selection standards employed by institutional investors. It solidifies Freedom Holding Corp.'s stature as one of the most promising players in the financial sector, especially given its recent strategic moves and consistent financial performance. Notably, the Stanford Graduate School of Business has taken a keen interest in Freedom Holding, incorporating a case study on the firm into its curriculum—the first case study from Central Asia to be featured at such a prestigious institution.

Freedom Holding Corp. operates as an international financial and technology group, offering a range of services including investment, banking, and digital solutions via its integrated platform known as Freedom SuperApp. With operations spread across 22 countries, including the United States, Kazakhstan, Cyprus, and Spain, the company is strategically positioned in the global financial landscape.

The principal executive office of Freedom Holding is located in New York City, where it is regulated by the U.S. Securities and Exchange Commission (SEC). The firm’s successful trajectory indicates not only growth but also a commitment to providing high-value financial services tailored to the needs of its diverse global clientele.

Conclusion



In conclusion, the First Trust Financials AlphaDEX Fund's acquisition of a substantial share of Freedom Holding Corp. marks a significant moment in financial investment and strategy. As the financial landscape continues to evolve, Freedom Holding is poised to remain a key player, attracting interest from major institutional investors worldwide. With a keen focus on growth and innovation, the future looks bright for both Freedom Holding and its new stakeholders.

Topics Financial Services & Investing)

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