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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$63.95 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$63.95 0.00 (0.00%)
As of 07/2/2026 05:02 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Financials AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$122.35M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$237.79M
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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
7/2/2026 CX Institutional8,438$527K0.0%-46.2%0.049%
6/3/2026NewEdge Advisors LLC61,984$3.48M0.0%-81.2%0.346%
5/19/2026Western Wealth Management LLC50,011$2.81M0.1%-1.1%0.279%
5/19/2026NewEdge 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%
5/19/2026Arkadios 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%
5/13/2026Cetera Investment Advisers104,681$5.88M0.0%-11.1%0.585%
5/8/2026Pacific Sun Financial Corp32,030$1.80M0.9%+2.3%0.179%
5/8/2026PNC 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%
5/6/2026Dorsey Wright & Associates9,263$520K0.1%N/A0.052%
5/5/2026D.A. Davidson & CO.153,463$8.62M0.1%-21.0%0.857%
5/5/2026Harmony Asset Management LLC24,426$1.37M0.4%-4.6%0.136%
5/5/2026Geneos Wealth Management Inc.16,031$901K0.0%+15.1%0.090%
5/5/2026Sanctuary Advisors LLC20,556$1.16M0.0%-2.4%0.115%
5/5/2026Sigma Planning Corp8,703$489K0.0%-77.8%0.049%
5/2/2026International Assets Investment Management LLC26,128$1.47M0.0%-1.6%0.146%
5/1/2026Fifth Third Bancorp14,701$826K0.0%+2,333.9%0.082%
4/30/2026Kestra Advisory Services LLC55,538$3.12M0.0%-2.0%0.310%
4/30/2026Quantum Portfolio Management LLC5,253$295K0.0%+14.9%0.029%
4/28/2026Stephens Inc. AR9,356$526K0.0%-2.5%0.052%
4/28/2026Paller Financial Services Inc38,483$2.16M1.8%-3.0%0.211%
4/27/2026Apeiron RIA LLC14,404$809K0.2%-13.7%0.079%
4/27/2026World Investment Advisors69,621$3.91M0.1%-24.5%0.381%
4/27/2026Private Advisor Group LLC49,752$2.80M0.0%-6.3%0.273%
4/22/2026Janney Montgomery Scott LLC160,915$9.04M0.0%-9.0%0.882%
4/21/2026HF Advisory Group LLC11,566$650K0.2%+2.5%0.063%
4/21/2026Parkway Wealth Management Group LLC6,123$360K0.0%+5.7%0.033%
4/20/2026Kestra Private Wealth Services LLC3,584$201K0.0%+5.0%0.020%
4/20/2026Hilton Head Capital Partners LLC821$46K0.0%-29.0%0.004%
4/17/2026WealthBridge Capital Management LLC5,257$295K0.1%+53.4%0.029%
4/17/2026Certified Advisory Corp23,203$1.30M0.1%+1.6%0.126%
4/16/2026Redstone Wealth Management LLC11,152$627K0.5%-3.9%0.061%
3/17/2026Rockefeller 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%
2/18/2026Mercer Global Advisors Inc. ADV28,880$1.74M0.0%N/A0.081%
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2/18/2026NewEdge Advisors LLC329,474$19.88M0.1%-12.3%0.929%
2/18/2026KKM Financial LLC11,604$700K0.1%-11.4%0.033%
2/18/2026Claro Advisors Inc.5,606$338K0.0%+7.8%0.016%
2/17/2026AQR Capital Management LLC4,088$247K0.0%N/A0.012%
2/17/2026Cetera Investment Advisers117,717$7.10M0.0%-12.1%0.332%
2/17/2026Equitable Holdings Inc.6,313$381K0.0%+21.3%0.018%
2/17/2026Kovack Advisors Inc.17,329$1.05M0.0%+146.1%0.049%
2/17/2026MinichMacGregor Wealth Management LLC11,884$717K0.1%-5.5%0.034%
2/17/2026Osaic Holdings Inc.182,261$11.01M0.0%-8.5%0.514%
2/17/2026Advisory Services Network LLC333,008$20.10M0.3%-4.3%0.939%
2/17/2026Private Advisor Group LLC53,071$3.20M0.0%+3.9%0.150%
2/17/2026Blair William & Co. IL9,980$602K0.0%-4.0%0.028%
2/17/2026Royal Bank of Canada252,730$15.25M0.0%-20.3%0.713%
2/16/2026Perryman Financial Advisory Inc. AD155,359$9.38M1.4%N/A0.438%
2/16/2026Sargent Investment Group LLC5,500$332K0.0%N/A0.016%
2/16/2026MML Investors Services LLC79,977$4.83M0.0%+5.3%0.226%
2/16/2026Mariner LLC11,523$695K0.0%-1.5%0.033%
2/16/2026Arax Advisory Partners696$42K0.0%N/A0.002%
2/13/2026Jacobi Capital Management LLC23,172$1.40M0.1%-1.7%0.065%
2/13/2026CreativeOne Wealth LLC30,987$1.87M0.0%+2.1%0.087%
2/13/2026Kestra 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%
2/13/2026Stifel Financial Corp243,334$14.69M0.0%-15.4%0.686%
2/13/2026Morgan Stanley2,115,411$127.67M0.0%-16.3%5.967%
2/13/2026Arkadios Wealth Advisors51,809$3.13M0.1%N/A0.146%
2/13/2026First Trust Advisors LP12,683,088$765.42M0.6%-4.1%35.777%
2/13/2026Integrated Wealth Concepts LLC13,920$840K0.0%-9.5%0.039%
2/13/2026Peak 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%
2/13/2026Tudor Financial Inc.13,757$830K0.4%+1.9%0.039%
2/13/2026Summit Financial LLC166,865$10.07M0.1%+1.4%0.471%
2/13/2026RPg Family Wealth Advisory LLC8,531$515K0.1%-28.6%0.024%
2/12/2026Jane Street Group LLC12,314$743K0.0%-47.2%0.035%
2/12/2026Richmond 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%
2/12/2026Commonwealth Equity Services LLC222,261$13.41M0.0%+1.6%0.627%
2/12/2026StoneX Group Inc.29,743$1.80M0.1%-5.1%0.084%
2/12/2026Wagner Wealth Management Corp18,771$1.13M1.1%N/A0.053%
2/12/2026Principal Securities Inc.4,829$291K0.0%-7.8%0.014%
2/12/2026Kovack Advisors Inc.17,329$1.06M0.1%+146.1%0.049%
2/11/2026Gateway Wealth Partners LLC7,173$433K0.0%-5.3%0.020%
2/11/2026Janney Montgomery Scott LLC176,733$10.67M0.0%-1.5%0.499%
2/11/2026LPL Financial LLC1,195,119$72.13M0.0%-7.5%3.371%
2/11/2026O Shaughnessy Asset Management LLC5,677$343K0.0%+23.6%0.016%
2/11/2026Hilton Head Capital Partners LLC1,156$70K0.0%N/A0.003%
2/11/2026J.W. Cole Advisors Inc.16,636$1.00M0.0%-7.9%0.047%
2/11/2026SFI Advisors LLC114,026$6.88M4.4%-1.8%0.322%
2/10/2026REAP Financial Group LLC1,234$74K0.0%-23.6%0.003%
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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%
2/10/2026Kesler Norman & Wride LLC7,150$432K0.1%-8.8%0.020%
2/10/2026Godfrey Financial Associates Inc.631$38K0.0%N/A0.002%
2/9/2026TradeWell Securities LLC.133,513$8.06M1.4%+12.1%0.377%
2/9/2026Harbour Investments Inc.124,937$7.54M0.2%-5.1%0.352%
2/9/2026Redstone Wealth Management LLC11,602$700K0.6%N/A0.033%
2/6/2026Harmony Asset Management LLC25,591$1.54M0.5%-15.9%0.072%
2/6/2026IFP Advisors Inc23,945$1.45M0.0%-0.7%0.068%
2/6/2026PNC Financial Services Group Inc.8,302$501K0.0%-4.8%0.023%


FXO Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 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 206 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 2,077,644 shares in the last 24 months. This purchase volume represents approximately $122.35M in transactions.

Of the 121 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 ($1.21M), NewEdge Advisors LLC ($636.59K), Morgan Stanley ($413.18K), Vestmark Advisory Solutions Inc. ($192.02K), Bank of America Corp DE ($188.74K), Baird Financial Group Inc. ($117.89K), and D.A. Davidson & CO. ($117.30K).

Institutional investors have sold a total of 4,072,892 shares in the last 24 months. This volume of shares sold represents approximately $237.79M in transactions.


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This page (NYSEARCA:FXO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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