Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free FXO Stock Alerts

First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$59.51 +0.48 (+0.81%)
Closing price 04:10 PM Eastern
Extended Trading
$59.51 0.00 (0.00%)
As of 04:10 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$161.82M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$205.96M
Get FXO Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Financials AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FXO Institutional Buying and Selling by Quarter

First Trust Financials AlphaDEX Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
4/30/2026 Quantum 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%
4/27/2026 World 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%
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%
3/17/2026Rockefeller Capital Management L.P.93,793$5.66M0.0%-0.2%0.265%
3/13/2026 World 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%
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%
2/18/2026 Claro Advisors Inc.5,606$338K0.0%+7.8%0.016%
2/17/2026AQR Capital Management LLC4,088$247K0.0%N/A0.012%
2/17/2026Cetera 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%
2/17/2026 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%
2/17/2026Advisory 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%
2/17/2026Blair William & Co. IL9,980$602K0.0%-4.0%0.028%
2/17/2026Royal Bank of Canada252,730$15.25M0.0%-20.3%0.713%
2/16/2026 Perryman Financial Advisory Inc. AD155,359$9.38M1.4%N/A0.438%
2/16/2026Sargent Investment Group LLC5,500$332K0.0%N/A0.016%
2/16/2026 MML 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%
2/13/2026 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%
2/13/2026Stifel 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%
2/13/2026 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%
2/13/2026Tudor 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%
2/12/2026 Richmond Investment Services LLC3,496$211K0.0%-10.6%0.010%
2/12/2026 Index Technologies Group LLC3,338$201K0.2%N/A0.009%
2/12/2026 Quantum 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%
2/12/2026StoneX 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%
2/11/2026 Janney 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%
2/11/2026 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%
2/11/2026SFI Advisors LLC114,026$6.88M4.4%-1.8%0.322%
2/10/2026REAP 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%
2/10/2026Kesler Norman & Wride LLC7,150$432K0.1%-8.8%0.020%
2/10/2026Godfrey Financial Associates Inc.631$38K0.0%N/A0.002%
2/9/2026 TradeWell 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%
2/9/2026 Redstone Wealth Management LLC11,602$700K0.6%N/A0.033%
2/6/2026Harmony Asset Management LLC25,591$1.54M0.5%-15.9%0.072%
2/6/2026 IFP 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%
2/6/2026HighTower Advisors LLC69,178$4.18M0.0%-1.2%0.195%
2/5/2026AlphaCore Capital LLC1,733$105K0.0%N/A0.005%
2/5/2026Western Wealth Management LLC50,563$3.05M0.1%+33.6%0.143%
2/5/2026Allworth Financial LP3,924$237K0.0%+57.0%0.011%
2/5/2026 Proactive Wealth Strategies LLC40,331$2.43M1.0%-0.6%0.114%
2/4/2026Ameritas Advisory Services LLC10,536$636K0.0%-26.6%0.030%
2/4/2026 World Investment Advisors92,156$5.56M0.1%-4.6%0.259%
2/4/2026 Englebert Financial Advisers LLC10,389$627K0.7%N/A0.029%
2/3/2026 Apeiron RIA LLC16,696$1.02M0.2%-8.4%0.047%
2/3/2026 Koshinski Asset Management Inc.17,101$1.03M0.1%-7.4%0.048%
2/3/2026 International Assets Investment Management LLC26,559$1.60M0.1%+2.1%0.075%
2/3/2026Navellier & Associates Inc.24,302$1.47M0.2%-14.9%0.068%
2/2/2026 Truist Financial Corp91,120$5.50M0.0%-6.6%0.256%
2/2/2026Benjamin Edwards Inc.171,233$10.34M0.1%-10.0%0.482%
2/2/2026 Fifth Third Bancorp604$36K0.0%N/A0.002%


FXO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXO shares?

During the previous two years, 248 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 ($28.38M).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 208 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).

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

Institutional investors have bought a total of 2,822,949 shares in the last 24 months. This purchase volume represents approximately $161.82M in transactions.

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

Of the 126 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), Morgan Stanley ($413.18K), Vestmark Advisory Solutions Inc. ($192.02K), Bank of America Corp DE ($181.39K), Baird Financial Group Inc. ($117.89K), Envestnet Asset Management Inc. ($112.12K), and LPL Financial LLC ($108.73K).

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

Institutional investors have sold a total of 3,516,094 shares in the last 24 months. This volume of shares sold represents approximately $205.96M in transactions.


Related Companies

This page (NYSEARCA:FXO) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel