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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$66.87 +0.10 (+0.15%)
Closing price 04:10 PM Eastern
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$66.87 0.00 (0.00%)
As of 04:15 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)
105
Total
Institutional Inflows
(last 12 months)
$101.01M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$195.74M
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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
8/7/2026 Trust Co. of Vermont420$26K0.0%N/A0.002%
7/9/2026 Focus Financial Network Inc.8,082$505K0.0%-2.6%0.048%
7/9/2026 HF Advisory Group LLC11,790$736K0.2%+1.9%0.069%
7/9/2026 Crumly & Associates Inc.25,838$1.61M0.3%-2.9%0.152%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.7,500$468K0.2%+472.1%0.044%
7/8/2026 TrueWealth Advisors LLC12,564$785K0.2%+3.7%0.074%
7/7/2026 Paller Financial Services Inc32,989$2.06M1.5%-14.3%0.195%
7/2/2026 CX Institutional8,438$527K0.0%-46.2%0.049%
6/3/2026 NewEdge Advisors LLC61,984$3.48M0.0%-81.2%0.346%
5/19/2026Western Wealth Management LLC50,011$2.81M0.1%-1.1%0.279%
5/19/2026 NewEdge Advisors LLC18,852$1.06M0.0%-94.3%0.105%
5/19/2026Bank of America Corp DE467,381$26.26M0.0%-1.5%2.611%
5/19/2026Centaurus Financial Inc.7,106$399K0.0%-12.5%0.040%
5/19/2026 Arkadios Wealth Advisors29,925$1.68M0.0%-42.2%0.167%
5/18/2026Royal Bank of Canada212,085$11.92M0.0%-16.1%1.185%
5/15/2026Waverly Advisors LLC40,492$2.28M0.0%-0.9%0.226%
5/13/2026 Cetera Investment Advisers104,681$5.88M0.0%-11.1%0.585%
5/8/2026 Pacific Sun Financial Corp32,030$1.80M0.9%+2.3%0.179%
5/8/2026 PNC Financial Services Group Inc.7,450$419K0.0%-10.3%0.042%
5/7/2026Earned Wealth Advisors LLC252,883$14.21M0.9%-0.3%1.413%
5/6/2026 Dorsey Wright & Associates9,263$520K0.1%N/A0.052%
5/5/2026 D.A. Davidson & CO.153,463$8.62M0.1%-21.0%0.857%
5/5/2026 Harmony Asset Management LLC24,426$1.37M0.4%-4.6%0.136%
5/5/2026 Geneos Wealth Management Inc.16,031$901K0.0%+15.1%0.090%
5/5/2026 Sanctuary Advisors LLC20,556$1.16M0.0%-2.4%0.115%
5/5/2026 Sigma Planning Corp8,703$489K0.0%-77.8%0.049%
5/2/2026 International Assets Investment Management LLC26,128$1.47M0.0%-1.6%0.146%
5/1/2026 Fifth Third Bancorp14,701$826K0.0%+2,333.9%0.082%
4/30/2026 Kestra Advisory Services LLC55,538$3.12M0.0%-2.0%0.310%
4/30/2026Quantum Portfolio Management LLC5,253$295K0.0%+14.9%0.029%
4/28/2026 Stephens Inc. AR9,356$526K0.0%-2.5%0.052%
4/28/2026 Paller Financial Services Inc38,483$2.16M1.8%-3.0%0.211%
4/27/2026 Apeiron RIA LLC14,404$809K0.2%-13.7%0.079%
4/27/2026World Investment Advisors69,621$3.91M0.1%-24.5%0.381%
4/27/2026 Private Advisor Group LLC49,752$2.80M0.0%-6.3%0.273%
4/22/2026 Janney Montgomery Scott LLC160,915$9.04M0.0%-9.0%0.882%
4/21/2026 HF Advisory Group LLC11,566$650K0.2%+2.5%0.063%
4/21/2026 Parkway Wealth Management Group LLC6,123$360K0.0%+5.7%0.033%
4/20/2026 Kestra Private Wealth Services LLC3,584$201K0.0%+5.0%0.020%
4/20/2026 Hilton Head Capital Partners LLC821$46K0.0%-29.0%0.004%
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4/17/2026 WealthBridge Capital Management LLC5,257$295K0.1%+53.4%0.029%
4/17/2026 Certified Advisory Corp23,203$1.30M0.1%+1.6%0.126%
4/16/2026 Redstone Wealth Management LLC11,152$627K0.5%-3.9%0.061%
3/17/2026 Rockefeller Capital Management L.P.93,793$5.66M0.0%-0.2%0.265%
3/13/2026World Investment Advisors92,156$5.56M0.1%-4.6%0.260%
2/19/2026Mcguire Capital Advisors Inc.500$30K0.0%N/A0.001%
2/18/2026 Mercer Global Advisors Inc. ADV28,880$1.74M0.0%N/A0.081%
2/18/2026 NewEdge Advisors LLC329,474$19.88M0.1%-12.3%0.929%
2/18/2026KKM Financial LLC11,604$700K0.1%-11.4%0.033%
2/18/2026 Claro Advisors Inc.5,606$338K0.0%+7.8%0.016%
2/17/2026AQR Capital Management LLC4,088$247K0.0%N/A0.012%
2/17/2026 Cetera Investment Advisers117,717$7.10M0.0%-12.1%0.332%
2/17/2026Equitable Holdings Inc.6,313$381K0.0%+21.3%0.018%
2/17/2026 Kovack Advisors Inc.17,329$1.05M0.0%+146.1%0.049%
2/17/2026 MinichMacGregor Wealth Management LLC11,884$717K0.1%-5.5%0.034%
2/17/2026Osaic Holdings Inc.182,261$11.01M0.0%-8.5%0.514%
2/17/2026 Advisory Services Network LLC333,008$20.10M0.3%-4.3%0.939%
2/17/2026 Private Advisor Group LLC53,071$3.20M0.0%+3.9%0.150%
2/17/2026 Blair William & Co. IL9,980$602K0.0%-4.0%0.028%
2/17/2026Royal Bank of Canada252,730$15.25M0.0%-20.3%0.713%
2/16/2026 Perryman Financial Advisory Inc. AD155,359$9.38M1.4%N/A0.438%
2/16/2026 Sargent Investment Group LLC5,500$332K0.0%N/A0.016%
2/16/2026 MML Investors Services LLC79,977$4.83M0.0%+5.3%0.226%
2/16/2026 Mariner LLC11,523$695K0.0%-1.5%0.033%
2/16/2026 Arax Advisory Partners696$42K0.0%N/A0.002%
2/13/2026 Jacobi Capital Management LLC23,172$1.40M0.1%-1.7%0.065%
2/13/2026 CreativeOne Wealth LLC30,987$1.87M0.0%+2.1%0.087%
2/13/2026 Kestra Advisory Services LLC56,657$3.42M0.0%-0.9%0.160%
2/13/2026Transamerica Financial Advisors LLC37,346$2.25M0.2%-3.7%0.105%
2/13/2026 Stifel Financial Corp243,334$14.69M0.0%-15.4%0.686%
2/13/2026 Morgan Stanley2,115,411$127.67M0.0%-16.3%5.967%
2/13/2026 Arkadios Wealth Advisors51,809$3.13M0.1%N/A0.146%
2/13/2026 First Trust Advisors LP12,683,088$765.42M0.6%-4.1%35.777%
2/13/2026 Integrated Wealth Concepts LLC13,920$840K0.0%-9.5%0.039%
2/13/2026 Peak Planning Group LLC33,421$2.02M0.6%N/A0.094%
2/13/2026Wells Fargo & Company MN2,422,487$146.20M0.0%-1.4%6.834%
2/13/2026ROI Financial Advisors LLC4,780$288K0.2%+9.2%0.013%
2/13/2026 Tudor Financial Inc.13,757$830K0.4%+1.9%0.039%
2/13/2026 Summit Financial LLC166,865$10.07M0.1%+1.4%0.471%
2/13/2026 RPg Family Wealth Advisory LLC8,531$515K0.1%-28.6%0.024%
2/12/2026Jane Street Group LLC12,314$743K0.0%-47.2%0.035%
2/12/2026 Richmond Investment Services LLC3,496$211K0.0%-10.6%0.010%
2/12/2026Index Technologies Group LLC3,338$201K0.2%N/A0.009%
2/12/2026Quantum Portfolio Management LLC4,571$276K0.1%-82.2%0.013%
2/12/2026 Commonwealth Equity Services LLC222,261$13.41M0.0%+1.6%0.627%
2/12/2026 StoneX Group Inc.29,743$1.80M0.1%-5.1%0.084%
2/12/2026 Wagner Wealth Management Corp18,771$1.13M1.1%N/A0.053%
2/12/2026 Principal Securities Inc.4,829$291K0.0%-7.8%0.014%
2/12/2026 Kovack Advisors Inc.17,329$1.06M0.1%+146.1%0.049%
2/11/2026 Gateway Wealth Partners LLC7,173$433K0.0%-5.3%0.020%
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2/11/2026 Janney Montgomery Scott LLC176,733$10.67M0.0%-1.5%0.499%
2/11/2026 LPL Financial LLC1,195,119$72.13M0.0%-7.5%3.371%
2/11/2026 O Shaughnessy Asset Management LLC5,677$343K0.0%+23.6%0.016%
2/11/2026 Hilton Head Capital Partners LLC1,156$70K0.0%N/A0.003%
2/11/2026 J.W. Cole Advisors Inc.16,636$1.00M0.0%-7.9%0.047%
2/11/2026 SFI Advisors LLC114,026$6.88M4.4%-1.8%0.322%
2/10/2026 REAP Financial Group LLC1,234$74K0.0%-23.6%0.003%
2/10/2026WCG Wealth Advisors LLC294,887$17.80M0.5%+180.8%0.832%
2/10/2026Goldman Sachs Group Inc.50,441$3.04M0.0%+0.9%0.142%
2/10/2026 Kesler Norman & Wride LLC7,150$432K0.1%-8.8%0.020%


FXO Institutional Ownership - Frequently Asked Questions

During the previous two years, 242 institutional investors and hedge funds held shares of First Trust Financials AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($765.42M), Wells Fargo & Company MN ($146.20M), Morgan Stanley ($127.67M), LPL Financial LLC ($72.13M), Raymond James Financial Inc. ($67.55M), UBS Group AG ($30.70M), and Bank of America Corp DE ($26.26M).Learn more on First Trust Financials AlphaDEX Fund's institutional investors.

Of the 203 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), Raymond James Financial Inc. ($1.84M), Wells Fargo & Company MN ($510.42K), Nilsine Partners LLC ($416.89K), NewEdge Advisors LLC ($375.01K), NewSquare Capital LLC ($371.07K), and O Dell Group LLC ($359.76K).

Institutional investors have bought a total of 1,696,178 shares in the last 24 months. This purchase volume represents approximately $101.01M in transactions.

Of the 104 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 ($939.04K), NewEdge Advisors LLC ($636.59K), Morgan Stanley ($413.18K), Vestmark Advisory Solutions Inc. ($192.02K), Bank of America Corp DE ($188.74K), Royal Bank of Canada ($105.14K), and D.A. Davidson & CO. ($103.01K).

Institutional investors have sold a total of 3,322,191 shares in the last 24 months. This volume of shares sold represents approximately $195.74M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FXO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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