First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

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$44.98

-0.41 (-0.90%)

(As of 06/14/2024 ET)

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Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 75
Total Institutional Inflows (last 12 months): $149.13M

Number of Institutional Sellers (last 12 months): 98
Total Institutional Outflows (last 12 months): $96.77M

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FXO Institutional Buying and Selling by Quarter

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First Trust Financial AlphaDEX Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Cetera Advisors LLC	55,051	$2.62M	0.0%	+2.3%	0.297%
5/24/2024	Cetera Investment Advisers	134,041	$6.37M	0.0%	+316.0%	0.723%
5/17/2024	Jaffetilchin Investment Partners LLC	7,537	$358K	0.0%	N/A	0.041%
5/17/2024	Comerica Bank	17,149	$815K	0.0%	-1.6%	0.092%
5/17/2024	Coppell Advisory Solutions Corp.	45,198	$2.15M	0.4%	N/A	0.244%
5/16/2024	B. Riley Wealth Advisors Inc.	12,600	$599K	0.0%	+27.2%	0.068%
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5/14/2024	CreativeOne Wealth LLC	25,374	$1.21M	0.0%	+5.3%	0.137%
5/11/2024	Jacobi Capital Management LLC	26,087	$1.24M	0.1%	-1.1%	0.141%
5/9/2024	Koshinski Asset Management Inc.	19,705	$936K	0.1%	-39.9%	0.106%
5/7/2024	Concurrent Investment Advisors LLC	44,228	$2.10M	0.1%	-44.8%	0.238%
5/7/2024	Smithfield Trust Co	758	$36K	0.0%	-78.2%	0.004%
5/6/2024	Envestnet Portfolio Solutions Inc.	6,564	$312K	0.0%	+37.7%	0.035%
5/6/2024	VitalStone Financial LLC	1,597	$76K	0.1%	+35.1%	0.009%
5/2/2024	Lincoln National Corp	63,263	$3.01M	0.0%	+26.7%	0.341%
5/1/2024	Janney Montgomery Scott LLC	121,271	$5.76M	0.0%	-1.5%	0.654%
4/30/2024	Private Advisor Group LLC	18,361	$873K	0.0%	-1.3%	0.099%
4/30/2024	J.W. Cole Advisors Inc.	10,199	$485K	0.0%	+2.4%	0.055%
4/30/2024	Cutter & CO Brokerage Inc.	16,796	$798K	0.2%	-8.9%	0.091%
4/29/2024	Commonwealth Equity Services LLC	162,119	$7.70M	0.0%	+16.8%	0.874%
4/29/2024	Benjamin Edwards Inc.	2,443	$116K	0.0%	+117.5%	0.013%
4/29/2024	Benjamin F. Edwards & Company Inc.	15,602	$741K	0.0%	-10.1%	0.084%
4/26/2024	Bellevue Asset Management LLC	1,939	$92K	0.1%	-23.8%	0.010%
4/25/2024	Cambridge Investment Research Advisors Inc.	73,678	$3.50M	0.0%	-6.6%	0.397%
4/24/2024	Spire Wealth Management	22,689	$1.08M	0.0%	-5.4%	0.122%
4/23/2024	Global Retirement Partners LLC	6,659	$316K	0.0%	+3.9%	0.036%
4/23/2024	TrueWealth Advisors LLC	6,859	$326K	0.1%	-17.1%	0.037%
4/23/2024	Raymond James Financial Services Advisors Inc.	480,563	$22.84M	0.0%	+57.6%	2.591%
4/22/2024	HF Advisory Group LLC	14,614	$694K	0.4%	-2.5%	0.079%
4/22/2024	Raymond James & Associates	325,706	$15.48M	0.0%	+12.4%	1.756%
4/20/2024	Kesler Norman & Wride LLC	8,607	$409K	0.1%	-67.8%	0.040%
4/19/2024	Monument Capital Management	81,366	$3.87M	1.1%	+459.6%	0.378%
4/18/2024	Choice Wealth Advisors LLC	42,467	$2.02M	1.2%	+12.5%	0.198%
4/13/2024	First Financial Corp IN	3,436	$163K	0.1%	-23.5%	0.016%
4/12/2024	Southland Equity Partners LLC	10,509	$499K	0.1%	-6.5%	0.049%
4/12/2024	Purus Wealth Management LLC	4,412	$210K	0.1%	N/A	0.021%
4/11/2024	International Assets Investment Management LLC	39,763	$1.87M	0.1%	-10.8%	0.185%
4/11/2024	Ballew Advisors Inc	26,390	$1.20M	0.8%	-8.5%	0.123%
4/10/2024	Park Avenue Securities LLC	7,337	$349K	0.0%	-5.6%	0.034%
3/22/2024	PNC Financial Services Group Inc.	8,869	$384K	0.0%	-9.6%	0.041%
3/15/2024	B. Riley Wealth Advisors Inc.	9,903	$429K	0.0%	-21.4%	0.046%
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2/14/2024	Jacobi Capital Management LLC	26,375	$1.14M	0.1%	-3.9%	0.123%
2/14/2024	VitalStone Financial LLC	1,182	$51K	0.0%	+326.7%	0.005%
2/14/2024	Regal Investment Advisors LLC	39,538	$1.71M	0.1%	-73.7%	0.184%
2/13/2024	Cetera Advisor Networks LLC	114,352	$4.95M	0.0%	+109.6%	0.532%
2/13/2024	Tower Research Capital LLC TRC	67,028	$2.90M	0.0%	-30.5%	0.312%
2/12/2024	Focus Financial Network Inc. ADV	7,069	$306K	0.0%	N/A	0.033%
2/12/2024	Stifel Financial Corp	170,694	$7.39M	0.0%	-17.2%	0.794%
2/12/2024	Steward Partners Investment Advisory LLC	26,283	$1.14M	0.0%	-2.3%	0.122%
2/9/2024	Cambridge Investment Research Advisors Inc.	78,866	$3.41M	0.0%	-4.9%	0.367%
2/9/2024	Tidemark LLC	1,634	$71K	0.0%	N/A	0.008%
2/9/2024	CreativeOne Wealth LLC	24,098	$1.04M	0.1%	+331.4%	0.112%
2/9/2024	D.A. Davidson & CO.	83,670	$3.62M	0.0%	+1.0%	0.389%
2/9/2024	Wells Fargo & Company MN	1,503,208	$65.07M	0.0%	-9.3%	6.992%
2/9/2024	UBS Group AG	440,187	$19.06M	0.0%	+1.2%	2.047%
2/9/2024	PNC Financial Services Group Inc.	8,869	$384K	0.0%	-9.6%	0.041%
2/8/2024	Independent Advisor Alliance	104,758	$4.54M	0.2%	+0.6%	0.487%
2/8/2024	Level Four Advisory Services LLC	7,122	$308K	0.0%	-7.8%	0.033%
2/8/2024	Financial Advocates Investment Management	6,789	$294K	0.0%	-4.1%	0.032%
2/8/2024	Navellier & Associates Inc.	88,600	$3.84M	0.6%	+4.9%	0.412%
2/8/2024	WMG Financial Advisors LLC	4,725	$205K	0.1%	N/A	0.022%
2/8/2024	Eudaimonia Partners LLC	5,627	$244K	0.1%	-6.7%	0.026%
2/8/2024	Janney Montgomery Scott LLC	123,113	$5.33M	0.0%	+2.8%	0.573%
2/8/2024	Pacific Sun Financial Corp	33,725	$1.46M	0.9%	-2.5%	0.157%
2/7/2024	Avantax Advisory Services Inc.	5,390	$233K	0.0%	-10.3%	0.025%
2/7/2024	Envestnet Portfolio Solutions Inc.	4,768	$206K	0.0%	N/A	0.022%
2/7/2024	NBC Securities Inc.	15,158	$656K	0.1%	-5.0%	0.071%
2/7/2024	Northwest Financial Advisors	1,763	$76K	0.1%	N/A	0.008%
2/7/2024	Smithfield Trust Co	3,483	$145K	0.0%	N/A	0.016%
2/7/2024	Principal Securities Inc.	7,271	$315K	0.0%	N/A	0.034%
2/7/2024	Concourse Financial Group Securities Inc.	2,391	$104K	0.0%	+87.1%	0.011%
2/7/2024	Clearwater Capital Advisors LLC	8,273	$358K	0.0%	-23.1%	0.038%
2/6/2024	Petix & Botte Co	4,672	$202K	0.1%	N/A	0.022%
2/6/2024	Lincoln National Corp	49,914	$2.16M	0.0%	+0.8%	0.232%
2/6/2024	Private Advisor Group LLC	18,604	$805K	0.0%	-59.7%	0.087%
2/6/2024	Spire Wealth Management	23,984	$1.04M	0.0%	-38.8%	0.112%
2/6/2024	National Bank of Canada FI	20,610	$895K	0.0%	-5.4%	0.096%
2/6/2024	Vestmark Advisory Solutions Inc.	109,568	$4.74M	0.2%	+7.4%	0.510%
2/6/2024	Bellevue Asset Management LLC	2,545	$110K	0.1%	-39.4%	0.012%
2/6/2024	Benjamin F. Edwards & Company Inc.	17,357	$751K	0.0%	-3.8%	0.081%
2/6/2024	Great Valley Advisor Group Inc.	12,773	$553K	0.0%	-49.5%	0.059%
2/5/2024	Kestra Private Wealth Services LLC	15,928	$690K	0.0%	-4.6%	0.074%
2/5/2024	Sargent Investment Group LLC	5,900	$255K	0.1%	-4.1%	0.027%
2/2/2024	Truist Financial Corp	101,497	$4.39M	0.0%	-13.3%	0.472%
2/1/2024	Cutter & CO Brokerage Inc.	18,440	$798K	0.2%	-13.1%	0.086%
2/1/2024	Monument Capital Management	14,541	$629K	0.2%	N/A	0.068%
2/1/2024	Capital Investment Advisory Services LLC	1,629	$71K	0.0%	-29.8%	0.008%
2/1/2024	Sigma Planning Corp	7,928	$343K	0.0%	-59.7%	0.037%
2/1/2024	CWM LLC	7,819	$339K	0.0%	-10.3%	0.036%
1/31/2024	J.W. Cole Advisors Inc.	9,959	$431K	0.0%	+5.2%	0.046%
1/31/2024	Western Wealth Management LLC	42,630	$1.85M	0.1%	-4.1%	0.198%
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1/31/2024	HF Advisory Group LLC	14,989	$649K	0.4%	+3.3%	0.070%
1/30/2024	SFI Advisors LLC	97,334	$4.21M	3.6%	-13.2%	0.453%
1/30/2024	Bison Wealth LLC	6,197	$268K	0.0%	+6.0%	0.029%
1/29/2024	Crumly & Associates Inc.	84,546	$3.66M	1.1%	-14.7%	0.393%
1/29/2024	Koshinski Asset Management Inc.	32,775	$1.42M	0.2%	+54.3%	0.152%
1/26/2024	Schrum Private Wealth Management LLC	25,718	$1.11M	1.6%	-3.2%	0.120%
1/25/2024	International Assets Investment Management LLC	44,570	$1.93M	0.0%	N/A	0.207%
1/24/2024	Stratos Wealth Partners LTD.	19,600	$849K	0.0%	+68.7%	0.091%
1/24/2024	Venture Visionary Partners LLC	5,200	$225K	0.0%	N/A	0.024%
1/24/2024	Prime Capital Investment Advisors LLC	5,179	$224K	0.0%	N/A	0.024%

(Data available from 1/1/2016 forward)

FXO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXO shares?: During the previous two years, 200 institutional investors and hedge funds held shares of First Trust Financial AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($65.07M), LPL Financial LLC ($52.67M), Bank of America Corp DE ($36.04M), Raymond James Financial Services Advisors Inc. ($22.84M), UBS Group AG ($19.06M), Raymond James & Associates ($15.48M), and O Dell Group LLC ($13.93M).Learn more on FXO's institutional investors.
Which institutional investors have been buying First Trust Financial AlphaDEX Fund stock?: Of the 157 institutional investors that purchased First Trust Financial AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.19M), O Dell Group LLC ($373.24K), AE Wealth Management LLC ($325.93K), Commonwealth Equity Services LLC ($216.13K), D.A. Davidson & CO. ($185.73K), Raymond James Financial Services Advisors Inc. ($182.88K), and Vestmark Advisory Solutions Inc. ($142.00K).
How much institutional buying is happening at First Trust Financial AlphaDEX Fund?: Institutional investors have bought a total of 6,941,329 shares in the last 24 months. This purchase volume represents approximately $280.80M in transactions.

Which First Trust Financial AlphaDEX Fund major shareholders have been selling company stock?: Of the 132 institutional investors that sold First Trust Financial AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($937.35K), Wells Fargo & Company MN ($837.23K), Raymond James Financial Services Advisors Inc. ($631.02K), UBS Group AG ($510.05K), Commonwealth Equity Services LLC ($463.87K), Raymond James & Associates ($427.58K), and Truist Financial Corp ($301.07K).
How much institutional selling is happening at First Trust Financial AlphaDEX Fund?: Institutional investors have sold a total of 7,142,320 shares in the last 24 months. This volume of shares sold represents approximately $279.12M in transactions.