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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$56.75 +0.43 (+0.76%)
Closing price 04:10 PM Eastern
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$56.74 -0.01 (-0.02%)
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Institutional Ownership Changes (13F Filings) for First Trust Financials AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$46.92M
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FXO Institutional Buying and Selling by Quarter

First Trust Financials AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Rockefeller Capital Management L.P.94,188$5.28M0.0%+3.5%0.247%
8/8/2025Cetera Investment Advisers136,627$7.66M0.0%-4.3%0.358%
8/8/2025Creative Planning16,696$936K0.0%-6.2%0.044%
8/8/2025PNC Financial Services Group Inc.8,533$478K0.0%+3.7%0.022%
8/6/2025 Prospera Financial Services Inc40,088$2.25M0.0%+114.3%0.105%
8/6/2025 AE Wealth Management LLC1,756$98K0.0%-12.6%0.005%
8/6/2025 Vestmark Advisory Solutions Inc.372,412$20.88M0.3%+64.0%0.976%
8/6/2025 O Dell Group LLC296,450$16.62M4.1%-15.9%0.777%
8/6/2025 Stonebridge Financial Planning Group LLC3,700$207K0.1%N/A0.010%
8/5/2025 GPS Wealth Strategies Group LLC12,529$702K0.1%+14.5%0.033%
8/5/2025 Claro Advisors LLC5,773$324K0.1%+6.7%0.015%
8/5/2025 NewSquare Capital LLC367,834$20.62M1.5%-0.9%0.964%
8/5/2025 Sigma Planning Corp8,453$474K0.0%+12.3%0.022%
8/4/2025 Creative Financial Designs Inc. ADV995$56K0.0%N/A0.003%
8/4/2025 Kovack Advisors Inc.6,587$369K0.0%-10.3%0.017%
8/4/2025 Atria Investments Inc24,814$1.39M0.0%-1.0%0.065%
8/4/2025 World Investment Advisors89,664$5.03M0.1%+3.4%0.235%
8/4/2025 Daymark Wealth Partners LLC53,845$3.02M0.1%+98.7%0.141%
8/1/2025 Motco1,100$63K0.0%N/A0.003%
8/1/2025 Ashton Thomas Private Wealth LLC5,253$294K0.0%-4.8%0.014%
8/1/2025 Envestnet Asset Management Inc.187,967$10.54M0.0%-32.6%0.493%
7/31/2025 Leelyn Smith LLC7,222$405K0.1%-7.3%0.019%
7/30/2025 D.A. Davidson & CO.251,881$14.12M0.1%-5.4%0.660%
7/30/2025 Greenup Street Wealth Management LLC61,539$3.45M0.6%+8.8%0.161%
7/29/2025 Balboa Wealth Partners4,058$227K0.0%N/A0.011%
7/29/2025 Signature Estate & Investment Advisors LLC7,561$424K0.0%-6.0%0.020%
7/29/2025 Koshinski Asset Management Inc.19,733$1.11M0.1%+5.2%0.052%
7/29/2025 Stratos Wealth Partners LTD.14,735$826K0.0%-3.7%0.039%
7/29/2025 Private Trust Co. NA1,390$78K0.0%+31.1%0.004%
7/28/2025 Harbour Investments Inc.160,373$8.99M0.2%+2.6%0.420%
7/25/2025 Atria Wealth Solutions Inc.22,581$1.27M0.0%+8.4%0.059%
7/25/2025 Genesee Capital Advisors LLC33,214$1.86M0.8%+1.7%0.087%
7/25/2025 CWM LLC64,208$3.60M0.0%-17.7%0.168%
7/25/2025 Concurrent Investment Advisors LLC3,877$217K0.0%-82.3%0.010%
7/25/2025 1858 Wealth Management LLC19,283$1.08M0.8%+5.2%0.051%
7/24/2025 Monument Capital Management95,578$5.36M1.4%+0.4%0.251%
7/24/2025 Cyndeo Wealth Partners LLC30,308$1.70M0.1%-7.5%0.079%
7/23/2025 REAP Financial Group LLC1,794$101K0.0%-39.2%0.005%
7/23/2025 TriaGen Wealth Management LLC40,261$2.26M0.7%+83.5%0.106%
7/22/2025 DAVENPORT & Co LLC18,694$1.05M0.0%+10.3%0.049%
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7/22/2025 Realta Investment Advisors12,323$691K0.3%+7.9%0.032%
7/21/2025 Ameritas Advisory Services LLC15,805$886K0.0%-4.0%0.041%
7/18/2025 Truist Financial Corp102,274$5.73M0.0%-48.8%0.268%
7/17/2025 LexAurum Advisors LLC6,037$338K0.1%-6.1%0.016%
7/17/2025 Janney Montgomery Scott LLC177,400$9.95M0.0%-1.6%0.465%
7/17/2025 Montis Financial LLC22,188$1.24M0.3%-14.4%0.058%
7/17/2025 Wagner Wealth Management LLC25,337$1.42M0.3%-5.6%0.066%
7/16/2025 MinichMacGregor Wealth Management LLC12,713$713K0.2%+3.3%0.033%
7/16/2025 Destiny Wealth Partners LLC3,672$206K0.0%N/A0.010%
7/16/2025 CX Institutional4,585$257K0.0%-76.2%0.012%
7/14/2025 Park Avenue Securities LLC8,125$455K0.0%N/A0.021%
7/11/2025 Farther Finance Advisors LLC23,093$1.30M0.0%+5.5%0.060%
7/11/2025 Silver Oak Securities Incorporated1,714$96K0.0%N/A0.004%
7/11/2025 CX Institutional4,585$257K0.0%-76.2%0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC6,503$372K0.0%+9.6%0.017%
7/10/2025 Focus Financial Network Inc.7,594$426K0.0%-14.4%0.020%
7/8/2025 Davis Investment Partners LLC22,623$1.28M0.5%+2.1%0.051%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.18,146$1.02M0.1%+11.7%0.041%
7/3/2025 TrueWealth Advisors LLC9,270$520K0.2%+7.4%0.024%
5/29/2025 Nova Wealth Management Inc.4,691$249K0.2%-7.0%0.012%
5/29/2025 Apeiron RIA LLC18,034$956K0.3%N/A0.047%
5/21/2025Geneos Wealth Management Inc.9,599$509K0.0%+2.6%0.025%
5/19/2025Jane 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%
5/16/2025Goldman Sachs Group Inc.50,000$2.65M0.0%-1.3%0.130%
5/16/2025Jones Financial Companies Lllp8,712$462K0.0%-41.4%0.023%
5/16/2025Plotkin Financial Advisors LLC34,282$1.82M1.1%-0.6%0.089%
5/16/2025NewEdge Advisors LLC368,948$19.55M0.1%+12.3%0.956%
5/16/2025Integrated Wealth Concepts LLC17,318$918K0.0%+100.6%0.045%
5/15/2025Royal Bank of Canada365,092$19.35M0.0%+26.9%0.946%
5/15/2025Baird Financial Group Inc.234,954$12.45M0.0%+46.9%0.609%
5/15/2025Trexquant Investment LP4,035$214K0.0%N/A0.010%
5/14/2025Transamerica Financial Advisors LLC41,698$2.21M0.2%-4.9%0.108%
5/14/2025CreativeOne Wealth LLC26,985$1.43M0.0%+7.4%0.070%
5/14/2025WCG Wealth Advisors LLC104,468$5.54M0.4%-13.8%0.271%
5/14/2025Comerica Bank16,352$867K0.0%+10.4%0.042%
5/14/2025RPg Family Wealth Advisory LLC12,652$671K0.2%N/A0.033%
5/14/2025Northwestern Mutual Wealth Management Co.1,500$80K0.0%+312.1%0.004%
5/14/2025Kestra 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%
5/13/2025SFI 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%
5/13/2025Raymond 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%
5/13/2025HighTower Advisors LLC71,563$3.79M0.0%+12.9%0.185%
5/12/2025Meridian Wealth Management LLC4,074$216K0.0%-6.1%0.011%
5/12/2025Benjamin Edwards Inc.161,452$8.56M0.1%+9.1%0.418%
5/12/2025National Bank of Canada FI8,985$476K0.0%-23.6%0.023%
5/12/2025Y.D. More Investments Ltd3,500$186K0.0%-22.2%0.009%
5/9/2025Tidemark LLC828$44K0.0%-41.8%0.002%
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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%
5/9/2025PNC Financial Services Group Inc.8,226$436K0.0%-5.4%0.021%
5/8/2025Certified 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%
5/7/2025Hurley Capital LLC1,042$55K0.0%N/A0.003%
5/7/2025LPL Financial LLC1,452,909$77.00M0.0%-0.8%3.764%
(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 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), Vestmark Advisory Solutions Inc. ($20.88M), and NewSquare Capital LLC ($20.62M).Learn more on First Trust Financials AlphaDEX Fund's institutional investors.

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

Of the 194 institutional investors that purchased First Trust Financials AlphaDEX Fund's 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), Vestmark Advisory Solutions Inc. ($367.92K), and NewEdge Advisors LLC ($356.01K).

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

Institutional investors have bought a total of 22,678,994 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

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

Of the 106 institutional investors that sold First Trust Financials AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($234.17K), Envestnet Asset Management Inc. ($91.11K), Jane Street Group LLC ($74.45K), O Dell Group LLC ($55.99K), Concurrent Investment Advisors LLC ($44.01K), CX Institutional ($29.36K), and Schrum Private Wealth Management LLC ($25.72K).

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

Institutional investors have sold a total of 883,738 shares in the last 24 months. This volume of shares sold represents approximately $46.92M in transactions.


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This page (NYSEARCA:FXO) was last updated on 8/8/2025 by MarketBeat.com Staff
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