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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$58.82 +0.10 (+0.18%)
As of 01:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Financials AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$1.24B
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$73.30M
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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
9/26/2025Corient Private Wealth LLC4,858$272K0.0%+15.5%0.013%
9/25/2025TradeWell Securities LLC.106,831$5.99M2.9%+3.3%0.279%
9/4/2025Osaic Holdings Inc.197,351$11.07M0.0%+54.0%0.515%
8/20/2025Coppell Advisory Solutions LLC3,835$213K0.0%N/A0.010%
8/19/2025B. Riley Wealth Advisors Inc.43,387$2.43M0.1%N/A0.113%
8/19/2025Advisory Services Network LLC351,062$20.02M0.3%+0.2%0.917%
8/18/2025Geneos Wealth Management Inc.10,750$603K0.0%+12.0%0.028%
8/15/2025Tower Research Capital LLC TRC 3,237$181K0.0%-74.7%0.008%
8/15/2025Corient Private Wealth LLC4,858$272K0.0%+15.5%0.013%
8/15/2025MML Investors Services LLC91,489$5.13M0.0%+4.6%0.239%
8/15/2025Great Valley Advisor Group Inc.9,452$530K0.0%-1.9%0.025%
8/15/2025Garden State Investment Advisory Services LLC35,317$1.98M0.5%-3.1%0.092%
8/15/2025Benjamin Edwards Inc.211,051$11.83M0.2%+30.7%0.551%
8/15/2025Bank of America Corp DE494,325$27.71M0.0%-25.0%1.291%
8/15/2025Ameriprise Financial Inc.328,983$18.44M0.0%+2.8%0.859%
8/14/2025Raymond James Financial Inc.1,044,135$58.53M0.0%+6.6%2.726%
8/14/2025Transamerica Financial Advisors LLC41,167$2.31M0.2%-1.3%0.107%
8/14/2025NewEdge Advisors LLC387,950$21.75M0.1%+5.2%1.013%
8/14/2025Transce3nd LLC8,597$482K0.2%-13.1%0.022%
8/13/2025Quantum Portfolio Management LLC13,952$782K0.4%+46.5%0.036%
8/13/2025StoneX Group Inc.32,371$1.82M0.1%+3.6%0.085%
8/13/2025Gateway Wealth Partners LLC7,951$446K0.1%-3.1%0.021%
8/13/2025Baird Financial Group Inc.117,062$6.56M0.0%-50.2%0.306%
8/13/2025First Trust Advisors LP13,622,132$763.66M0.6%-1.9%35.567%
8/13/2025Twin Peaks Wealth Advisors LLC1,121$65K0.0%N/A0.003%
8/13/2025RPg Family Wealth Advisory LLC12,444$698K0.2%-1.6%0.032%
8/13/2025WCG Wealth Advisors LLC116,260$6.52M0.4%+11.3%0.304%
8/13/2025Beacon Pointe Advisors LLC3,583$201K0.0%N/A0.009%
8/13/2025Financial Freedom LLC964$54K0.0%-77.0%0.003%
8/13/2025Virtue Capital Management LLC130,255$7.30M1.3%-6.5%0.340%
8/13/2025Level Four Advisory Services LLC6,485$364K0.0%-5.7%0.017%
8/13/2025Northwestern Mutual Wealth Management Co.1,136$64K0.0%-24.3%0.003%
8/13/2025Russell Investments Group Ltd.543$30K0.0%+279.7%0.001%
8/12/2025J.W. Cole Advisors Inc.17,990$1.01M0.0%+1.6%0.047%
8/12/2025Richmond Investment Services LLC3,908$219K0.0%N/A0.010%
8/12/2025Financial Advocates Investment Management6,502$365K0.0%-12.2%0.017%
8/12/2025Steward Partners Investment Advisory LLC4,929$276K0.0%-14.8%0.013%
8/12/2025CreativeOne Wealth LLC29,013$1.63M0.0%+7.5%0.076%
8/12/2025Global Retirement Partners LLC9,873$553K0.0%N/A0.026%
8/11/2025SFI Advisors LLC117,997$6.62M4.6%-4.1%0.309%
8/11/2025Y.D. More Investments Ltd4,200$235K0.0%+20.0%0.011%
8/11/2025Plotkin Financial Advisors LLC33,816$1.90M1.0%-1.4%0.089%
8/11/2025Western Wealth Management LLC37,991$2.13M0.1%-1.7%0.100%
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%
8/6/2025Prospera Financial Services Inc40,088$2.25M0.0%+114.3%0.105%
8/6/2025AE Wealth Management LLC1,756$98K0.0%-12.6%0.005%
8/6/2025Vestmark Advisory Solutions Inc.372,412$20.88M0.3%+64.0%0.976%
8/6/2025O Dell Group LLC296,450$16.62M4.1%-15.9%0.777%
8/6/2025Stonebridge Financial Planning Group LLC3,700$207K0.1%N/A0.010%
8/5/2025GPS Wealth Strategies Group LLC12,529$702K0.1%+14.5%0.033%
8/5/2025Claro Advisors LLC5,773$324K0.1%+6.7%0.015%
8/5/2025NewSquare Capital LLC367,834$20.62M1.5%-0.9%0.964%
8/5/2025Sigma Planning Corp8,453$474K0.0%+12.3%0.022%
8/4/2025Creative Financial Designs Inc. ADV995$56K0.0%N/A0.003%
8/4/2025Kovack Advisors Inc.6,587$369K0.0%-10.3%0.017%
8/4/2025Atria Investments Inc24,814$1.39M0.0%-1.0%0.065%
8/4/2025World Investment Advisors89,664$5.03M0.1%+3.4%0.235%
8/4/2025Daymark Wealth Partners LLC53,845$3.02M0.1%+98.7%0.141%
8/1/2025Motco1,100$63K0.0%N/A0.003%
8/1/2025Ashton Thomas Private Wealth LLC5,253$294K0.0%-4.8%0.014%
8/1/2025Envestnet Asset Management Inc.187,967$10.54M0.0%-32.6%0.493%
7/31/2025Leelyn Smith LLC7,222$405K0.1%-7.3%0.019%
7/30/2025D.A. Davidson & CO.251,881$14.12M0.1%-5.4%0.660%
7/30/2025Greenup Street Wealth Management LLC61,539$3.45M0.6%+8.8%0.161%
7/29/2025Balboa Wealth Partners4,058$227K0.0%N/A0.011%
7/29/2025Signature Estate & Investment Advisors LLC7,561$424K0.0%-6.0%0.020%
7/29/2025Koshinski Asset Management Inc.19,733$1.11M0.1%+5.2%0.052%
7/29/2025Stratos Wealth Partners LTD.14,735$826K0.0%-3.7%0.039%
7/29/2025Private Trust Co. NA1,390$78K0.0%+31.1%0.004%
7/28/2025Harbour Investments Inc.160,373$8.99M0.2%+2.6%0.420%
7/25/2025Atria Wealth Solutions Inc.22,581$1.27M0.0%+8.4%0.059%
7/25/2025Genesee Capital Advisors LLC33,214$1.86M0.8%+1.7%0.087%
7/25/2025CWM LLC64,208$3.60M0.0%-17.7%0.168%
7/25/2025Concurrent Investment Advisors LLC3,877$217K0.0%-82.3%0.010%
7/25/20251858 Wealth Management LLC19,283$1.08M0.8%+5.2%0.051%
7/24/2025Monument Capital Management95,578$5.36M1.4%+0.4%0.251%
7/24/2025Cyndeo Wealth Partners LLC30,308$1.70M0.1%-7.5%0.079%
7/23/2025REAP Financial Group LLC1,794$101K0.0%-39.2%0.005%
7/23/2025TriaGen Wealth Management LLC40,261$2.26M0.7%+83.5%0.106%
7/22/2025DAVENPORT & Co LLC18,694$1.05M0.0%+10.3%0.049%
7/22/2025Realta Investment Advisors12,323$691K0.3%+7.9%0.032%
7/21/2025Ameritas Advisory Services LLC15,805$886K0.0%-4.0%0.041%
7/18/2025Truist Financial Corp102,274$5.73M0.0%-48.8%0.268%
7/17/2025LexAurum Advisors LLC6,037$338K0.1%-6.1%0.016%
7/17/2025Janney Montgomery Scott LLC177,400$9.95M0.0%-1.6%0.465%
7/17/2025Montis Financial LLC22,188$1.24M0.3%-14.4%0.058%
7/17/2025Wagner Wealth Management LLC25,337$1.42M0.3%-5.6%0.066%
7/16/2025MinichMacGregor Wealth Management LLC12,713$713K0.2%+3.3%0.033%
7/16/2025Destiny Wealth Partners LLC3,672$206K0.0%N/A0.010%
7/16/2025CX Institutional4,585$257K0.0%-76.2%0.012%
7/14/2025Park Avenue Securities LLC8,125$455K0.0%N/A0.021%
7/11/2025Farther Finance Advisors LLC23,093$1.30M0.0%+5.5%0.060%
7/11/2025Silver Oak Securities Incorporated1,714$96K0.0%N/A0.004%
7/11/2025CX Institutional4,585$257K0.0%-76.2%0.012%
7/10/2025Wealth Enhancement Advisory Services LLC6,503$372K0.0%+9.6%0.017%
7/10/2025Focus Financial Network Inc.7,594$426K0.0%-14.4%0.020%
7/8/2025Davis Investment Partners LLC22,623$1.28M0.5%+2.1%0.051%
(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, 237 institutional investors and hedge funds held shares of First Trust Financials AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($763.66M), Wells Fargo & Company MN ($102.59M), LPL Financial LLC ($77.00M), Raymond James Financial Inc. ($58.53M), Bank of America Corp DE ($27.71M), NewEdge Advisors LLC ($21.75M), and Vestmark Advisory Solutions Inc. ($20.88M).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 197 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. ($1.75M), Wells Fargo & Company MN ($510.42K), NewEdge Advisors LLC ($375.01K), NewSquare Capital LLC ($371.07K), and Vestmark Advisory Solutions Inc. ($367.92K).

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

Institutional investors have bought a total of 22,951,384 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

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

Of the 114 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: First Trust Advisors LP ($268.42K), Bank of America Corp DE ($164.84K), Baird Financial Group Inc. ($117.89K), Truist Financial Corp ($97.31K), Envestnet Asset Management Inc. ($91.11K), Jane Street Group LLC ($74.45K), and O Dell Group LLC ($55.99K).

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

Institutional investors have sold a total of 1,330,037 shares in the last 24 months. This volume of shares sold represents approximately $73.30M in transactions.


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This page (NYSEARCA:FXO) was last updated on 10/2/2025 by MarketBeat.com Staff
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