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First Trust Financials AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financials AlphaDEX Fund logo
$59.11 +1.47 (+2.55%)
Closing price 04:10 PM Eastern
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$59.12 +0.01 (+0.02%)
As of 04:10 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)
153
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
8/20/2025 Coppell Advisory Solutions LLC3,835$213K0.0%N/A0.010%
8/19/2025 B. Riley Wealth Advisors Inc.43,387$2.43M0.1%N/A0.113%
8/19/2025 Advisory Services Network LLC351,062$20.02M0.3%+0.2%0.917%
8/18/2025 Geneos Wealth Management Inc.10,750$603K0.0%+12.0%0.028%
8/15/2025 Tower Research Capital LLC TRC 3,237$181K0.0%-74.7%0.008%
8/15/2025 Corient Private Wealth LLC4,858$272K0.0%+15.5%0.013%
8/15/2025 MML Investors Services LLC91,489$5.13M0.0%+4.6%0.239%
8/15/2025 Great Valley Advisor Group Inc.9,452$530K0.0%-1.9%0.025%
8/15/2025 Garden State Investment Advisory Services LLC35,317$1.98M0.5%-3.1%0.092%
8/15/2025 Benjamin Edwards Inc.211,051$11.83M0.2%+30.7%0.551%
8/15/2025 Bank of America Corp DE494,325$27.71M0.0%-25.0%1.291%
8/15/2025 Ameriprise Financial Inc.328,983$18.44M0.0%+2.8%0.859%
8/14/2025 Raymond James Financial Inc.1,044,135$58.53M0.0%+6.6%2.726%
8/14/2025 Transamerica Financial Advisors LLC41,167$2.31M0.2%-1.3%0.107%
8/14/2025 NewEdge Advisors LLC387,950$21.75M0.1%+5.2%1.013%
8/14/2025 Transce3nd LLC8,597$482K0.2%-13.1%0.022%
8/13/2025 Quantum Portfolio Management LLC13,952$782K0.4%+46.5%0.036%
8/13/2025 StoneX Group Inc.32,371$1.82M0.1%+3.6%0.085%
8/13/2025 Gateway Wealth Partners LLC7,951$446K0.1%-3.1%0.021%
8/13/2025 Baird Financial Group Inc.117,062$6.56M0.0%-50.2%0.306%
8/13/2025 First Trust Advisors LP13,622,132$763.66M0.6%-1.9%35.567%
8/13/2025 Twin Peaks Wealth Advisors LLC1,121$65K0.0%N/A0.003%
8/13/2025 RPg Family Wealth Advisory LLC12,444$698K0.2%-1.6%0.032%
8/13/2025 WCG Wealth Advisors LLC116,260$6.52M0.4%+11.3%0.304%
8/13/2025 Beacon Pointe Advisors LLC3,583$201K0.0%N/A0.009%
8/13/2025 Financial Freedom LLC964$54K0.0%-77.0%0.003%
8/13/2025 Virtue Capital Management LLC130,255$7.30M1.3%-6.5%0.340%
8/13/2025 Level Four Advisory Services LLC6,485$364K0.0%-5.7%0.017%
8/13/2025 Northwestern Mutual Wealth Management Co.1,136$64K0.0%-24.3%0.003%
8/13/2025 Russell Investments Group Ltd.543$30K0.0%+279.7%0.001%
8/12/2025 J.W. Cole Advisors Inc.17,990$1.01M0.0%+1.6%0.047%
8/12/2025 Richmond Investment Services LLC3,908$219K0.0%N/A0.010%
8/12/2025 Financial Advocates Investment Management6,502$365K0.0%-12.2%0.017%
8/12/2025 Steward Partners Investment Advisory LLC4,929$276K0.0%-14.8%0.013%
8/12/2025 CreativeOne Wealth LLC29,013$1.63M0.0%+7.5%0.076%
8/12/2025 Global Retirement Partners LLC9,873$553K0.0%N/A0.026%
8/11/2025 SFI Advisors LLC117,997$6.62M4.6%-4.1%0.309%
8/11/2025 Y.D. More Investments Ltd4,200$235K0.0%+20.0%0.011%
8/11/2025 Plotkin Financial Advisors LLC33,816$1.90M1.0%-1.4%0.089%
8/11/2025 Western Wealth Management LLC37,991$2.13M0.1%-1.7%0.100%
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8/8/2025 Rockefeller Capital Management L.P.94,188$5.28M0.0%+3.5%0.247%
8/8/2025 Cetera Investment Advisers136,627$7.66M0.0%-4.3%0.358%
8/8/2025 Creative Planning16,696$936K0.0%-6.2%0.044%
8/8/2025 PNC Financial Services Group Inc.8,533$478K0.0%+3.7%0.022%
8/6/2025 Prospera Financial Services Inc40,088$2.25M0.0%+114.3%0.105%
8/6/2025 AE Wealth Management LLC1,756$98K0.0%-12.6%0.005%
8/6/2025 Vestmark Advisory Solutions Inc.372,412$20.88M0.3%+64.0%0.976%
8/6/2025 O Dell Group LLC296,450$16.62M4.1%-15.9%0.777%
8/6/2025 Stonebridge Financial Planning Group LLC3,700$207K0.1%N/A0.010%
8/5/2025 GPS Wealth Strategies Group LLC12,529$702K0.1%+14.5%0.033%
8/5/2025 Claro Advisors LLC5,773$324K0.1%+6.7%0.015%
8/5/2025 NewSquare Capital LLC367,834$20.62M1.5%-0.9%0.964%
8/5/2025 Sigma Planning Corp8,453$474K0.0%+12.3%0.022%
8/4/2025 Creative Financial Designs Inc. ADV995$56K0.0%N/A0.003%
8/4/2025 Kovack Advisors Inc.6,587$369K0.0%-10.3%0.017%
8/4/2025 Atria Investments Inc24,814$1.39M0.0%-1.0%0.065%
8/4/2025 World Investment Advisors89,664$5.03M0.1%+3.4%0.235%
8/4/2025 Daymark Wealth Partners LLC53,845$3.02M0.1%+98.7%0.141%
8/1/2025 Motco1,100$63K0.0%N/A0.003%
8/1/2025 Ashton Thomas Private Wealth LLC5,253$294K0.0%-4.8%0.014%
8/1/2025 Envestnet Asset Management Inc.187,967$10.54M0.0%-32.6%0.493%
7/31/2025 Leelyn Smith LLC7,222$405K0.1%-7.3%0.019%
7/30/2025 D.A. Davidson & CO.251,881$14.12M0.1%-5.4%0.660%
7/30/2025 Greenup Street Wealth Management LLC61,539$3.45M0.6%+8.8%0.161%
7/29/2025 Balboa Wealth Partners4,058$227K0.0%N/A0.011%
7/29/2025 Signature Estate & Investment Advisors LLC7,561$424K0.0%-6.0%0.020%
7/29/2025 Koshinski Asset Management Inc.19,733$1.11M0.1%+5.2%0.052%
7/29/2025 Stratos Wealth Partners LTD.14,735$826K0.0%-3.7%0.039%
7/29/2025 Private Trust Co. NA1,390$78K0.0%+31.1%0.004%
7/28/2025 Harbour Investments Inc.160,373$8.99M0.2%+2.6%0.420%
7/25/2025 Atria Wealth Solutions Inc.22,581$1.27M0.0%+8.4%0.059%
7/25/2025 Genesee Capital Advisors LLC33,214$1.86M0.8%+1.7%0.087%
7/25/2025 CWM LLC64,208$3.60M0.0%-17.7%0.168%
7/25/2025 Concurrent Investment Advisors LLC3,877$217K0.0%-82.3%0.010%
7/25/2025 1858 Wealth Management LLC19,283$1.08M0.8%+5.2%0.051%
7/24/2025 Monument Capital Management95,578$5.36M1.4%+0.4%0.251%
7/24/2025 Cyndeo Wealth Partners LLC30,308$1.70M0.1%-7.5%0.079%
7/23/2025 REAP Financial Group LLC1,794$101K0.0%-39.2%0.005%
7/23/2025 TriaGen Wealth Management LLC40,261$2.26M0.7%+83.5%0.106%
7/22/2025 DAVENPORT & Co LLC18,694$1.05M0.0%+10.3%0.049%
7/22/2025 Realta Investment Advisors12,323$691K0.3%+7.9%0.032%
7/21/2025 Ameritas Advisory Services LLC15,805$886K0.0%-4.0%0.041%
7/18/2025 Truist Financial Corp102,274$5.73M0.0%-48.8%0.268%
7/17/2025 LexAurum Advisors LLC6,037$338K0.1%-6.1%0.016%
7/17/2025 Janney Montgomery Scott LLC177,400$9.95M0.0%-1.6%0.465%
7/17/2025 Montis Financial LLC22,188$1.24M0.3%-14.4%0.058%
7/17/2025 Wagner Wealth Management LLC25,337$1.42M0.3%-5.6%0.066%
7/16/2025 MinichMacGregor Wealth Management LLC12,713$713K0.2%+3.3%0.033%
7/16/2025 Destiny Wealth Partners LLC3,672$206K0.0%N/A0.010%
7/16/2025 CX Institutional4,585$257K0.0%-76.2%0.012%
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7/14/2025 Park Avenue Securities LLC8,125$455K0.0%N/A0.021%
7/11/2025 Farther Finance Advisors LLC23,093$1.30M0.0%+5.5%0.060%
7/11/2025 Silver Oak Securities Incorporated1,714$96K0.0%N/A0.004%
7/11/2025 CX Institutional4,585$257K0.0%-76.2%0.012%
7/10/2025 Wealth Enhancement Advisory Services LLC6,503$372K0.0%+9.6%0.017%
7/10/2025 Focus Financial Network Inc.7,594$426K0.0%-14.4%0.020%
7/8/2025 Davis Investment Partners LLC22,623$1.28M0.5%+2.1%0.051%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.18,146$1.02M0.1%+11.7%0.041%
7/3/2025 TrueWealth Advisors LLC9,270$520K0.2%+7.4%0.024%
5/29/2025 Nova Wealth Management Inc.4,691$249K0.2%-7.0%0.012%
(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, 236 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 196 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 22,895,509 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 8/22/2025 by MarketBeat.com Staff
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