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First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financial AlphaDEX Fund logo
$52.25 +1.39 (+2.73%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$37.93M
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FXO Institutional Buying and Selling by Quarter

First Trust Financial AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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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%
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%
4/10/2025 TrueWealth Advisors LLC8,634$458K0.2%+39.4%0.021%
4/9/2025 NBC Securities Inc.11,313$599K0.1%+80,707.1%0.028%
3/17/2025 Wealth Enhancement Advisory Services LLC5,478$296K0.0%N/A0.013%
3/12/2025Centaurus Financial Inc.7,154$387K0.0%-12.6%0.018%
3/6/2025Plotkin Financial Advisors LLC34,491$1.87M1.1%-0.8%0.085%
2/26/2025Virtue Capital Management LLC125,934$6.82M1.4%-2.8%0.679%
2/25/2025B. Riley Wealth Advisors Inc.26,002$1.41M0.0%+350.5%0.140%
2/25/2025Armis Advisers LLC4,053$219K0.0%N/A0.022%
2/19/2025WCG Wealth Advisors LLC121,254$6.56M0.4%N/A0.654%
2/18/2025GTS Securities LLC50,094$2.71M0.1%+122.3%0.270%
2/18/2025 Harmony Asset Management LLC41,954$2.27M0.9%N/A0.226%
2/17/2025Royal Bank of Canada287,716$15.57M0.0%+35.5%1.551%
2/17/2025Millennium Management LLC3,887$210K0.0%N/A0.021%
2/17/2025KKM Financial LLC14,489$784K0.3%+8.6%0.078%
2/17/2025D. E. Shaw & Co. Inc.19,893$1.08M0.0%N/A0.107%
2/17/2025CoreCap Advisors LLC6,661$361K0.0%-13.2%0.036%
2/17/2025Cetera Investment Advisers125,922$6.82M0.0%+3.3%0.679%
2/17/2025Citadel Advisors LLC44,795$2.43M0.0%+60.9%0.241%
2/17/2025Baird Financial Group Inc.159,988$8.66M0.0%+135.4%0.862%
2/17/2025Bank of America Corp DE443,160$23.99M0.0%+1.4%2.389%
2/17/2025Benjamin Edwards Inc.147,953$8.01M0.1%+582.8%0.798%
2/17/2025BNP Paribas Financial Markets150,000$8.12M0.0%N/A0.809%
2/17/2025Ameriprise Financial Inc.269,507$14.59M0.0%+63.1%1.453%
2/17/2025Aptus Capital Advisors LLC1,802$98K0.0%+5,531.3%0.010%
2/14/2025Jane Street Group LLC78,898$4.27M0.0%+75.9%0.425%
2/14/2025Comerica Bank14,814$802K0.0%-5.0%0.080%
2/14/2025Coppell Advisory Solutions LLC3,828$207K0.0%-80.5%0.021%
2/14/2025MGO One Seven LLC17,210$932K0.0%-1.1%0.093%
2/14/2025Stifel Financial Corp195,573$10.59M0.0%+15.3%1.054%
2/14/2025 OneDigital Investment Advisors LLC12,346$668K0.0%+27.5%0.067%
2/14/2025Tower Research Capital LLC TRC 3,393$184K0.0%+39.3%0.018%
2/14/2025Transce3nd LLC12,718$695K0.2%N/A0.069%
2/14/2025MML Investors Services LLC56,790$3.07M0.0%-0.8%0.306%
2/14/2025First Trust Advisors LP15,055,890$814.98M0.7%N/A81.164%
2/14/2025GeoWealth Management LLC13,699$742K0.0%-19.4%0.074%
2/14/2025Concourse Financial Group Securities Inc.1,364$77K0.0%-15.8%0.007%
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2/13/2025Garden State Investment Advisory Services LLC28,507$1.54M0.5%+31.8%0.154%
2/13/2025NewEdge Advisors LLC328,568$17.79M0.1%+2,439.6%1.771%
2/13/2025Regal Investment Advisors LLC19,155$1.04M0.1%-25.3%0.103%
2/13/2025CreativeOne Wealth LLC25,134$1.36M0.0%-10.7%0.135%
2/13/2025Rockefeller Capital Management L.P.90,826$4.92M0.0%+80.1%0.490%
2/13/2025Raymond James Financial Inc.704,330$38.13M0.0%N/A3.797%
2/13/2025Advisory Services Network LLC343,460$18.59M0.3%N/A1.852%
2/13/2025Bank of Montreal Can1,645$89K0.0%-31.0%0.009%
2/13/2025 Envestnet Asset Management Inc.272,452$14.75M0.0%+126.8%1.469%
2/13/2025Wells Fargo & Company MN1,895,196$102.59M0.0%+36.9%10.217%
(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, 235 institutional investors and hedge funds held shares of First Trust Financial AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($814.98M), Wells Fargo & Company MN ($102.59M), LPL Financial LLC ($79.32M), Raymond James Financial Inc. ($38.13M), Bank of America Corp DE ($23.99M), NewSquare Capital LLC ($19.67M), and UBS Group AG ($19.06M).Learn more on FXO's institutional investors.

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

Of the 190 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: First Trust Advisors LP ($15.06M), International Assets Investment Management LLC ($2.02M), Raymond James Financial Inc. ($1.41M), O Dell Group LLC ($725.68K), Wells Fargo & Company MN ($510.42K), NewSquare Capital LLC ($371.07K), and Advisory Services Network LLC ($343.46K).

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

Institutional investors have bought a total of 26,196,518 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 133 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: Raymond James & Associates ($492.05K), LPL Financial LLC ($329.67K), Truist Financial Corp ($322.06K), UBS Group AG ($300.63K), Raymond James Financial Services Advisors Inc. ($254.37K), Commonwealth Equity Services LLC ($218.28K), and Envestnet Asset Management Inc. ($165.07K).

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

Institutional investors have sold a total of 3,672,632 shares in the last 24 months. This volume of shares sold represents approximately $150.34M in transactions.



This page (NYSEARCA:FXO) was last updated on 5/4/2025 by MarketBeat.com Staff
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