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First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financial AlphaDEX Fund logo
$54.42 +0.06 (+0.11%)
As of 03/25/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$35.79M
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FXO Institutional Buying and Selling by Quarter

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First Trust Financial AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC5,478$296K0.0%N/A0.013%
3/12/2025 Centaurus Financial Inc.7,154$387K0.0%-12.6%0.018%
3/6/2025 Plotkin Financial Advisors LLC34,491$1.87M1.1%-0.8%0.085%
2/26/2025 Virtue Capital Management LLC125,934$6.82M1.4%-2.8%0.679%
2/25/2025 B. Riley Wealth Advisors Inc.26,002$1.41M0.0%+350.5%0.140%
2/25/2025 Armis Advisers LLC4,053$219K0.0%N/A0.022%
2/19/2025 WCG Wealth Advisors LLC121,254$6.56M0.4%N/A0.654%
2/18/2025 GTS Securities LLC50,094$2.71M0.1%+122.3%0.270%
2/18/2025 Harmony Asset Management LLC41,954$2.27M0.9%N/A0.226%
2/17/2025 Royal Bank of Canada287,716$15.57M0.0%+35.5%1.551%
2/17/2025 Millennium Management LLC3,887$210K0.0%N/A0.021%
2/17/2025 KKM Financial LLC14,489$784K0.3%+8.6%0.078%
2/17/2025 D. E. Shaw & Co. Inc.19,893$1.08M0.0%N/A0.107%
2/17/2025 CoreCap Advisors LLC6,661$361K0.0%-13.2%0.036%
2/17/2025 Cetera Investment Advisers125,922$6.82M0.0%+3.3%0.679%
2/17/2025 Citadel Advisors LLC44,795$2.43M0.0%+60.9%0.241%
2/17/2025 Baird Financial Group Inc.159,988$8.66M0.0%+135.4%0.862%
2/17/2025 Bank of America Corp DE443,160$23.99M0.0%+1.4%2.389%
2/17/2025 Benjamin Edwards Inc.147,953$8.01M0.1%+582.8%0.798%
2/17/2025 BNP Paribas Financial Markets150,000$8.12M0.0%N/A0.809%
2/17/2025 Ameriprise Financial Inc.269,507$14.59M0.0%+63.1%1.453%
2/17/2025 Aptus Capital Advisors LLC1,802$98K0.0%+5,531.3%0.010%
2/14/2025 Jane Street Group LLC78,898$4.27M0.0%+75.9%0.425%
2/14/2025 Comerica Bank14,814$802K0.0%-5.0%0.080%
2/14/2025 Coppell Advisory Solutions LLC3,828$207K0.0%-80.5%0.021%
2/14/2025 MGO One Seven LLC17,210$932K0.0%-1.1%0.093%
2/14/2025 Stifel Financial Corp195,573$10.59M0.0%+15.3%1.054%
2/14/2025 OneDigital Investment Advisors LLC12,346$668K0.0%+27.5%0.067%
2/14/2025 Tower Research Capital LLC TRC 3,393$184K0.0%+39.3%0.018%
2/14/2025 Transce3nd LLC12,718$695K0.2%N/A0.069%
2/14/2025 MML Investors Services LLC56,790$3.07M0.0%-0.8%0.306%
2/14/2025 First Trust Advisors LP15,055,890$814.98M0.7%N/A81.164%
2/14/2025 GeoWealth Management LLC13,699$742K0.0%-19.4%0.074%
2/14/2025 Concourse Financial Group Securities Inc.1,364$77K0.0%-15.8%0.007%
2/13/2025 Garden State Investment Advisory Services LLC28,507$1.54M0.5%+31.8%0.154%
2/13/2025 NewEdge Advisors LLC328,568$17.79M0.1%+2,439.6%1.771%
2/13/2025 Regal Investment Advisors LLC19,155$1.04M0.1%-25.3%0.103%
2/13/2025 CreativeOne Wealth LLC25,134$1.36M0.0%-10.7%0.135%
2/13/2025 Rockefeller Capital Management L.P.90,826$4.92M0.0%+80.1%0.490%
2/13/2025 Raymond James Financial Inc.704,330$38.13M0.0%N/A3.797%
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2/13/2025 Advisory Services Network LLC343,460$18.59M0.3%N/A1.852%
2/13/2025 Bank of Montreal Can1,645$89K0.0%-31.0%0.009%
2/13/2025 Envestnet Asset Management Inc.272,452$14.75M0.0%+126.8%1.469%
2/13/2025 Wells Fargo & Company MN1,895,196$102.59M0.0%+36.9%10.217%
2/12/2025 World Investment Advisors17,987$974K0.0%+43.8%0.097%
2/12/2025 Huntington National Bank456$25K0.0%+570.6%0.002%
2/12/2025 StoneX Group Inc.30,426$1.65M0.1%N/A0.164%
2/12/2025 National Bank of Canada FI11,760$637K0.0%+3.6%0.063%
2/12/2025 Summit Financial LLC22,414$1.21M0.0%+12.2%0.121%
2/12/2025 O Shaughnessy Asset Management LLC2,119$115K0.0%+22.6%0.011%
2/12/2025 Transamerica Financial Advisors Inc.43,841$2.37M0.2%N/A0.236%
2/12/2025 Morey & Quinn Wealth Partners LLC5,076$275K0.2%N/A0.027%
2/11/2025 Signature Estate & Investment Advisors LLC8,138$440K0.0%+4.8%0.044%
2/11/2025 LPL Financial LLC1,465,260$79.32M0.0%+8.2%7.899%
2/11/2025 Blueprint Investment Partners LLC4,131$224K0.0%N/A0.022%
2/10/2025 Clearwater Capital Advisors LLC6,729$364K0.0%-16.3%0.036%
2/10/2025 Harbour Investments Inc.70,907$3.84M0.1%+174.1%0.382%
2/10/2025 Corient Private Wealth LLC4,185$227K0.0%-7.6%0.023%
2/10/2025 Montis Financial LLC23,937$1.30M0.4%+7.7%0.129%
2/10/2025 Commonwealth Equity Services LLC200,134$10.83M0.0%+30.5%1.079%
2/7/2025 HighTower Advisors LLC63,395$3.43M0.0%+16.9%0.342%
2/7/2025 O Dell Group LLC224,809$12.17M2.7%N/A1.212%
2/7/2025 Independent Advisor Alliance112,271$6.08M0.1%N/A0.605%
2/7/2025 Simplicity Wealth LLC4,110$222K0.0%N/A0.022%
2/7/2025 PNC Financial Services Group Inc.8,694$471K0.0%+11.9%0.047%
2/7/2025 Ashton Thomas Private Wealth LLC8,583$465K0.0%N/A0.046%
2/7/2025 Schrum Private Wealth Management LLC25,718$1.39M1.2%-50.0%0.139%
2/6/2025 Vestmark Advisory Solutions Inc.115,292$6.24M0.2%+1.1%0.622%
2/6/2025 Bellevue Asset Management LLC1,551$84K0.0%-13.0%0.008%
2/6/2025 Raymond James Financial Inc.704,330$38.13M0.0%N/A3.797%
2/6/2025 Atria Investments Inc21,617$1.17M0.0%+4.0%0.117%
2/6/2025 Steward Partners Investment Advisory LLC6,517$353K0.0%-11.2%0.035%
2/6/2025 Jones Financial Companies Lllp14,856$804K0.0%+62.6%0.080%
2/5/2025 Jacobi Capital Management LLC24,492$1.33M0.1%-1.8%0.132%
2/5/2025 US Bancorp DE1,356$73K0.0%+17.0%0.007%
2/5/2025 Private Trust Co. NA2,811$152K0.0%-28.2%0.015%
2/5/2025 Oppenheimer & Co. Inc.9,235$500K0.0%N/A0.050%
2/5/2025 Kovack Advisors Inc.8,137$440K0.0%N/A0.044%
2/4/2025 Cutter & CO Brokerage Inc.15,209$823K0.2%-2.4%0.082%
2/4/2025 Prasad Wealth Partners LLC4,063$220K0.1%N/A0.022%
2/4/2025 IFP Advisors Inc19,322$1.05M0.0%+70.7%0.104%
2/3/2025 Navellier & Associates Inc.67,426$3.65M0.4%+14.2%0.363%
2/3/2025 Crumly & Associates Inc.29,101$1.58M0.4%-19.5%0.157%
2/3/2025 Concurrent Investment Advisors LLC45,987$2.49M0.1%-4.0%0.248%
2/3/2025 Private Advisor Group LLC26,661$1.44M0.0%+43.8%0.144%
1/31/2025 Global Retirement Partners LLC8,381$454K0.0%+16.0%0.045%
1/31/2025 Proactive Wealth Strategies LLC41,390$2.24M1.2%N/A0.223%
1/31/2025 Atria Wealth Solutions Inc.19,256$1.04M0.0%N/A0.104%
1/31/2025 D.A. Davidson & CO.235,077$12.73M0.1%+175.5%1.267%
1/31/2025 Truist Financial Corp223,587$12.10M0.0%+152.2%1.205%
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1/31/2025 Sanctuary Advisors LLC25,139$1.44M0.0%+5.3%0.136%
1/31/2025 Monument Capital Management98,157$5.31M1.5%-2.8%0.529%
1/30/2025 Principal Securities Inc.5,464$296K0.0%-6.3%0.029%
1/30/2025 Centerpoint Advisory Group3,920$212K0.2%N/A0.021%
1/29/2025 Focus Financial Network Inc.5,475$296K0.0%-3.5%0.030%
1/28/2025 Kingsview Wealth Management LLC28,991$1.57M0.0%+0.8%0.156%
1/27/2025 Financial Advocates Investment Management7,564$409K0.0%+7.0%0.041%
1/27/2025 Y.D. More Investments Ltd4,500$244K0.0%N/A0.024%
1/27/2025 1858 Wealth Management LLC17,940$971K0.8%+3.0%0.097%
1/24/2025 HFG Advisors Inc.21,563$1.17M1.0%N/A0.116%
(Data available from 1/1/2016 forward)

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FXO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXO shares?

During the previous two years, 238 institutional investors and hedge funds held shares of First Trust Financial AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($814.98M), Wells Fargo & Company MN ($102.59M), LPL Financial LLC ($79.32M), Raymond James Financial Inc. ($38.13M), Bank of America Corp DE ($23.99M), UBS Group AG ($19.06M), and Advisory Services Network LLC ($18.59M).Learn more on FXO's institutional investors.

Which institutional investors have been buying First Trust Financial AlphaDEX Fund stock?

Of the 197 institutional investors that purchased First Trust Financial AlphaDEX Fund 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 ($2.09M), Raymond James Financial Inc. ($1.41M), O Dell Group LLC ($598.05K), Wells Fargo & Company MN ($510.42K), Advisory Services Network LLC ($343.46K), and AE Wealth Management LLC ($325.93K).

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

Institutional investors have bought a total of 25,619,657 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

Which First Trust Financial AlphaDEX Fund major shareholders have been selling company stock?

Of the 131 institutional investors that sold First Trust Financial AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($689.21K), Raymond James & Associates ($492.05K), LPL Financial LLC ($329.67K), Truist Financial Corp ($322.06K), UBS Group AG ($300.63K), Commonwealth Equity Services LLC ($218.28K), and D.A. Davidson & CO. ($183.43K).

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

Institutional investors have sold a total of 4,360,716 shares in the last 24 months. This volume of shares sold represents approximately $174.80M in transactions.


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This page (NYSEARCA:FXO) was last updated on 3/26/2025 by MarketBeat.com Staff
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