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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$52.98 -0.15 (-0.28%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Financials AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$43.87M
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FXO Institutional Buying and Selling by Quarter

First Trust Financials AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.9,599$509K0.0%+2.6%0.025%
5/19/2025 Jane Street Group LLC4,444$236K0.0%-94.4%0.012%
5/16/2025 Ashton Thomas Private Wealth LLC5,519$293K0.0%-35.7%0.014%
5/16/2025 Goldman Sachs Group Inc.50,000$2.65M0.0%-1.3%0.130%
5/16/2025 Jones Financial Companies Lllp8,712$462K0.0%-41.4%0.023%
5/16/2025 Plotkin Financial Advisors LLC34,282$1.82M1.1%-0.6%0.089%
5/16/2025 NewEdge Advisors LLC368,948$19.55M0.1%+12.3%0.956%
5/16/2025 Integrated Wealth Concepts LLC17,318$918K0.0%+100.6%0.045%
5/15/2025 Royal Bank of Canada365,092$19.35M0.0%+26.9%0.946%
5/15/2025 Baird Financial Group Inc.234,954$12.45M0.0%+46.9%0.609%
5/15/2025 Trexquant Investment LP4,035$214K0.0%N/A0.010%
5/14/2025 Transamerica Financial Advisors LLC41,698$2.21M0.2%-4.9%0.108%
5/14/2025 CreativeOne Wealth LLC26,985$1.43M0.0%+7.4%0.070%
5/14/2025 WCG Wealth Advisors LLC104,468$5.54M0.4%-13.8%0.271%
5/14/2025 Comerica Bank16,352$867K0.0%+10.4%0.042%
5/14/2025 RPg Family Wealth Advisory LLC12,652$671K0.2%N/A0.033%
5/14/2025 Northwestern Mutual Wealth Management Co.1,500$80K0.0%+312.1%0.004%
5/14/2025 Kestra Advisory Services LLC59,729$3.17M0.0%-9.0%0.155%
5/14/2025 Venture Visionary Partners LLC5,200$276K0.0%-50.0%0.013%
5/13/2025 SFI Advisors LLC123,028$6.52M4.8%-2.3%0.319%
5/13/2025 TriaGen Wealth Management LLC21,946$1.16M0.4%-8.7%0.057%
5/13/2025 Raymond James Financial Inc.979,217$51.90M0.0%+39.0%2.537%
5/13/2025 Vestmark Advisory Solutions Inc.227,132$12.04M0.3%+97.0%0.588%
5/13/2025 HighTower Advisors LLC71,563$3.79M0.0%+12.9%0.185%
5/12/2025 Meridian Wealth Management LLC4,074$216K0.0%-6.1%0.011%
5/12/2025 Benjamin Edwards Inc.161,452$8.56M0.1%+9.1%0.418%
5/12/2025 National Bank of Canada FI8,985$476K0.0%-23.6%0.023%
5/12/2025 Y.D. More Investments Ltd3,500$186K0.0%-22.2%0.009%
5/9/2025 Tidemark LLC828$44K0.0%-41.8%0.002%
5/9/2025 Atria Wealth Solutions Inc.20,839$1.10M0.0%+8.2%0.054%
5/9/2025 ROI Financial Advisors LLC4,356$231K0.2%-6.6%0.011%
5/9/2025 Blair William & Co. IL10,095$535K0.0%-7.3%0.026%
5/9/2025 PNC Financial Services Group Inc.8,226$436K0.0%-5.4%0.021%
5/8/2025 Certified Advisory Corp26,081$1.38M0.2%+1.8%0.068%
5/8/2025 US Bancorp DE1,150$61K0.0%-15.2%0.003%
5/8/2025 Harbour Investments Inc.156,350$8.29M0.2%+120.5%0.405%
5/8/2025 Private Advisory Group LLC11,159$591K0.1%-59.8%0.029%
5/7/2025 Hurley Capital LLC1,042$55K0.0%N/A0.003%
5/7/2025 LPL Financial LLC1,452,909$77.00M0.0%-0.8%3.764%
5/6/2025 Cetera Investment Advisers142,759$7.57M0.0%+13.4%0.370%
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5/6/2025 Kovack Advisors Inc.7,340$389K0.0%-9.8%0.019%
5/5/2025 J.W. Cole Advisors Inc.17,698$938K0.0%+67.7%0.046%
5/5/2025 IFP Advisors Inc25,159$1.33M0.0%+30.2%0.065%
5/5/2025 Kestra Private Wealth Services LLC11,952$633K0.0%-3.2%0.031%
5/5/2025 Private Advisor Group LLC50,642$2.68M0.0%+89.9%0.131%
5/5/2025 Transce3nd LLC9,896$513K0.2%-22.2%0.026%
5/2/2025 Kingsview Wealth Management LLC31,312$1.66M0.0%+8.0%0.081%
5/2/2025 Montis Financial LLC25,919$1.37M0.4%+8.3%0.067%
5/2/2025 Sigma Planning Corp7,526$399K0.0%-3.3%0.019%
5/2/2025 Leelyn Smith LLC7,791$413K0.1%N/A0.020%
5/1/2025 CWM LLC78,056$4.14M0.0%+362.5%0.202%
5/1/2025 Realta Investment Advisors11,424$605K0.3%+3,029.9%0.030%
5/1/2025 Gateway Wealth Partners LLC8,205$435K0.1%+68.0%0.021%
5/1/2025 Kesler Norman & Wride LLC7,320$388K0.1%-6.6%0.019%
4/30/2025 TradeWell Securities LLC.103,405$5.48M3.0%+3.1%0.268%
4/30/2025 Stratos Wealth Partners LTD.15,306$811K0.0%+8.5%0.040%
4/30/2025 Planning Directions Inc.14,699$779K0.3%N/A0.038%
4/29/2025 Brass Tax Wealth Management Inc.42,549$2.26M0.5%-4.3%0.110%
4/29/2025 Envestnet Asset Management Inc.279,081$14.79M0.0%+2.4%0.723%
4/29/2025 Concurrent Investment Advisors LLC21,887$1.16M0.0%-52.4%0.057%
4/29/2025 World Investment Advisors86,722$4.60M0.1%+382.1%0.225%
4/29/2025 OneDigital Investment Advisors LLC14,018$743K0.0%+13.5%0.036%
4/28/2025 D.A. Davidson & CO.266,172$14.11M0.1%+13.2%0.690%
4/28/2025 Private Trust Co. NA1,060$56K0.0%-62.3%0.003%
4/28/2025 DAVENPORT & Co LLC16,943$898K0.0%+6.4%0.044%
4/25/2025 Koshinski Asset Management Inc.18,754$994K0.1%-1.5%0.047%
4/25/2025 Ameritas Advisory Services LLC16,462$887K0.0%+3.2%0.041%
4/25/2025 Monument Capital Management95,197$5.05M1.6%-3.0%0.236%
4/23/2025 Western Wealth Management LLC38,652$2.05M0.1%-5.9%0.096%
4/23/2025 Daymark Wealth Partners LLC27,093$1.44M0.1%-0.9%0.067%
4/23/2025 Horizon Bancorp Inc. IN898$48K0.0%-32.7%0.002%
4/23/2025 International Assets Investment Management LLC25,983$1.38M0.0%-37.6%0.064%
4/23/2025 Proactive Wealth Strategies LLC40,657$2.16M1.1%-1.8%0.101%
4/23/2025 Oppenheimer & Co. Inc.74,856$3.97M0.1%+710.6%0.186%
4/22/2025 Cambridge Investment Research Advisors Inc.134,070$7.11M0.0%-13.8%0.333%
4/22/2025 Crumly & Associates Inc.28,407$1.51M0.4%-2.4%0.070%
4/22/2025 1858 Wealth Management LLC18,328$971K0.8%+2.2%0.045%
4/22/2025 Genesee Capital Advisors LLC32,665$1.73M0.9%-1.8%0.081%
4/22/2025 MinichMacGregor Wealth Management LLC12,306$652K0.1%-4.7%0.031%
4/22/2025 Nilsine Partners LLC306,228$16.23M1.8%+1,554.5%0.760%
4/21/2025 O Dell Group LLC352,442$18.68M4.8%+56.8%0.875%
4/21/2025 Envestnet Portfolio Solutions Inc.5,812$308K0.0%N/A0.014%
4/21/2025 HFG Advisors Inc.21,174$1.12M1.0%-1.8%0.053%
4/21/2025 Kingswood Wealth Advisors LLC15,987$847K0.0%-6.2%0.040%
4/18/2025 Wagner Wealth Management LLC26,842$1.42M0.4%+1.0%0.067%
4/17/2025 Janney Montgomery Scott LLC180,335$9.56M0.0%+62.3%0.447%
4/17/2025 Cyndeo Wealth Partners LLC32,766$1.74M0.1%+15.9%0.081%
4/16/2025 Wealth Enhancement Advisory Services LLC5,935$315K0.0%+8.3%0.015%
4/16/2025 Tudor Financial Inc.16,519$875K0.5%+8.7%0.041%
4/16/2025 Ballew Advisors Inc20,925$1.01M0.7%-2.6%0.052%
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4/15/2025 Davis Investment Partners LLC22,160$1.09M0.5%+20.0%0.055%
4/15/2025 Focus Financial Network Inc.8,870$470K0.0%+62.0%0.022%
4/15/2025 CX Institutional19,263$1.02M0.0%N/A0.048%
4/15/2025 Trust Co. of Oklahoma5,283$280K0.1%N/A0.013%
4/14/2025 Farther Finance Advisors LLC21,892$1.16M0.0%+971.0%0.054%
4/14/2025 Daymark Wealth Partners LLC27,093$1.44M0.0%-0.9%0.067%
4/14/2025 NewSquare Capital LLC371,065$19.67M1.6%N/A0.921%
4/11/2025 Choice Wealth Advisors LLC40,601$2.15M1.1%-1.2%0.101%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.16,251$861K0.1%+13.6%0.040%
4/10/2025 HF Advisory Group LLC11,410$605K0.3%-5.4%0.028%
(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, 236 institutional investors and hedge funds held shares of First Trust Financials AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($814.98M), Wells Fargo & Company MN ($102.59M), LPL Financial LLC ($77.00M), Raymond James Financial Inc. ($51.90M), Bank of America Corp DE ($23.99M), NewSquare Capital LLC ($19.67M), and NewEdge Advisors LLC ($19.55M).Learn more on FXO's institutional investors.

Which institutional investors have been buying First Trust Financials AlphaDEX Fund stock?

Of the 188 institutional investors that purchased First Trust Financials AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($15.06M), International Assets Investment Management LLC ($2.02M), Raymond James Financial Inc. ($1.68M), Wells Fargo & Company MN ($510.42K), NewSquare Capital LLC ($371.07K), NewEdge Advisors LLC ($356.01K), and O Dell Group LLC ($352.44K).

How much institutional buying is happening at First Trust Financials AlphaDEX Fund?

Institutional investors have bought a total of 26,087,789 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Which First Trust Financials AlphaDEX Fund major shareholders have been selling company stock?

Of the 144 institutional investors that sold First Trust Financials AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($492.05K), Truist Financial Corp ($322.06K), Raymond James Financial Services Advisors Inc. ($254.37K), Commonwealth Equity Services LLC ($218.28K), LPL Financial LLC ($214.26K), Envestnet Asset Management Inc. ($165.07K), and Wells Fargo & Company MN ($154.24K).

How much institutional selling is happening at First Trust Financials AlphaDEX Fund?

Institutional investors have sold a total of 3,346,264 shares in the last 24 months. This volume of shares sold represents approximately $140.65M in transactions.



This page (NYSEARCA:FXO) was last updated on 5/25/2025 by MarketBeat.com Staff
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