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First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financial AlphaDEX Fund logo
$49.13 +0.17 (+0.35%)
Closing price 04/15/2025 04:10 PM Eastern
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$49.13 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$35.42M
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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
4/15/2025Davis Investment Partners LLC22,160$1.09M0.5%+20.0%0.055%
4/15/2025Focus Financial Network Inc.8,870$470K0.0%+62.0%0.022%
4/15/2025CX Institutional19,263$1.02M0.0%N/A0.048%
4/15/2025Trust Co. of Oklahoma5,283$280K0.1%N/A0.013%
4/14/2025 Farther Finance Advisors LLC21,892$1.16M0.0%+971.0%0.054%
4/14/2025 Daymark Wealth Partners LLC27,093$1.44M0.0%-0.9%0.067%
4/14/2025 NewSquare Capital LLC371,065$19.67M1.6%N/A0.921%
4/11/2025 Choice Wealth Advisors LLC40,601$2.15M1.1%-1.2%0.101%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.16,251$861K0.1%+13.6%0.040%
4/10/2025 HF Advisory Group LLC11,410$605K0.3%-5.4%0.028%
4/10/2025 TrueWealth Advisors LLC8,634$458K0.2%+39.4%0.021%
4/9/2025 NBC Securities Inc.11,313$599K0.1%+80,707.1%0.028%
3/17/2025Wealth Enhancement Advisory Services LLC5,478$296K0.0%N/A0.013%
3/12/2025Centaurus Financial Inc.7,154$387K0.0%-12.6%0.018%
3/6/2025Plotkin Financial Advisors LLC34,491$1.87M1.1%-0.8%0.085%
2/26/2025Virtue Capital Management LLC125,934$6.82M1.4%-2.8%0.679%
2/25/2025B. Riley Wealth Advisors Inc.26,002$1.41M0.0%+350.5%0.140%
2/25/2025Armis Advisers LLC4,053$219K0.0%N/A0.022%
2/19/2025WCG Wealth Advisors LLC121,254$6.56M0.4%N/A0.654%
2/18/2025GTS Securities LLC50,094$2.71M0.1%+122.3%0.270%
2/18/2025Harmony Asset Management LLC41,954$2.27M0.9%N/A0.226%
2/17/2025Royal Bank of Canada287,716$15.57M0.0%+35.5%1.551%
2/17/2025Millennium Management LLC3,887$210K0.0%N/A0.021%
2/17/2025KKM Financial LLC14,489$784K0.3%+8.6%0.078%
2/17/2025D. E. Shaw & Co. Inc.19,893$1.08M0.0%N/A0.107%
2/17/2025CoreCap Advisors LLC6,661$361K0.0%-13.2%0.036%
2/17/2025Cetera Investment Advisers125,922$6.82M0.0%+3.3%0.679%
2/17/2025Citadel Advisors LLC44,795$2.43M0.0%+60.9%0.241%
2/17/2025Baird Financial Group Inc.159,988$8.66M0.0%+135.4%0.862%
2/17/2025Bank of America Corp DE443,160$23.99M0.0%+1.4%2.389%
2/17/2025Benjamin Edwards Inc.147,953$8.01M0.1%+582.8%0.798%
2/17/2025BNP Paribas Financial Markets150,000$8.12M0.0%N/A0.809%
2/17/2025Ameriprise Financial Inc.269,507$14.59M0.0%+63.1%1.453%
2/17/2025Aptus Capital Advisors LLC1,802$98K0.0%+5,531.3%0.010%
2/14/2025Jane Street Group LLC78,898$4.27M0.0%+75.9%0.425%
2/14/2025Comerica Bank14,814$802K0.0%-5.0%0.080%
2/14/2025Coppell Advisory Solutions LLC3,828$207K0.0%-80.5%0.021%
2/14/2025MGO One Seven LLC17,210$932K0.0%-1.1%0.093%
2/14/2025Stifel Financial Corp195,573$10.59M0.0%+15.3%1.054%
2/14/2025OneDigital Investment Advisors LLC12,346$668K0.0%+27.5%0.067%
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2/14/2025Tower Research Capital LLC TRC 3,393$184K0.0%+39.3%0.018%
2/14/2025Transce3nd LLC12,718$695K0.2%N/A0.069%
2/14/2025MML Investors Services LLC56,790$3.07M0.0%-0.8%0.306%
2/14/2025First Trust Advisors LP15,055,890$814.98M0.7%N/A81.164%
2/14/2025GeoWealth Management LLC13,699$742K0.0%-19.4%0.074%
2/14/2025Concourse Financial Group Securities Inc.1,364$77K0.0%-15.8%0.007%
2/13/2025Garden State Investment Advisory Services LLC28,507$1.54M0.5%+31.8%0.154%
2/13/2025NewEdge Advisors LLC328,568$17.79M0.1%+2,439.6%1.771%
2/13/2025Regal Investment Advisors LLC19,155$1.04M0.1%-25.3%0.103%
2/13/2025CreativeOne Wealth LLC25,134$1.36M0.0%-10.7%0.135%
2/13/2025Rockefeller Capital Management L.P.90,826$4.92M0.0%+80.1%0.490%
2/13/2025Raymond James Financial Inc.704,330$38.13M0.0%N/A3.797%
2/13/2025Advisory Services Network LLC343,460$18.59M0.3%N/A1.852%
2/13/2025Bank of Montreal Can1,645$89K0.0%-31.0%0.009%
2/13/2025Envestnet Asset Management Inc.272,452$14.75M0.0%+126.8%1.469%
2/13/2025Wells Fargo & Company MN1,895,196$102.59M0.0%+36.9%10.217%
2/12/2025World Investment Advisors17,987$974K0.0%+43.8%0.097%
2/12/2025Huntington National Bank456$25K0.0%+570.6%0.002%
2/12/2025StoneX Group Inc.30,426$1.65M0.1%N/A0.164%
2/12/2025National Bank of Canada FI11,760$637K0.0%+3.6%0.063%
2/12/2025Summit Financial LLC22,414$1.21M0.0%+12.2%0.121%
2/12/2025O Shaughnessy Asset Management LLC2,119$115K0.0%+22.6%0.011%
2/12/2025Transamerica Financial Advisors Inc.43,841$2.37M0.2%N/A0.236%
2/12/2025Morey & Quinn Wealth Partners LLC5,076$275K0.2%N/A0.027%
2/11/2025Signature Estate & Investment Advisors LLC8,138$440K0.0%+4.8%0.044%
2/11/2025LPL Financial LLC1,465,260$79.32M0.0%+8.2%7.899%
2/11/2025Blueprint Investment Partners LLC4,131$224K0.0%N/A0.022%
2/10/2025Clearwater Capital Advisors LLC6,729$364K0.0%-16.3%0.036%
2/10/2025Harbour Investments Inc.70,907$3.84M0.1%+174.1%0.382%
2/10/2025Corient Private Wealth LLC4,185$227K0.0%-7.6%0.023%
2/10/2025Montis Financial LLC23,937$1.30M0.4%+7.7%0.129%
2/10/2025Commonwealth Equity Services LLC200,134$10.83M0.0%+30.5%1.079%
2/7/2025HighTower Advisors LLC63,395$3.43M0.0%+16.9%0.342%
2/7/2025O Dell Group LLC224,809$12.17M2.7%N/A1.212%
2/7/2025Independent Advisor Alliance112,271$6.08M0.1%N/A0.605%
2/7/2025Simplicity Wealth LLC4,110$222K0.0%N/A0.022%
2/7/2025PNC Financial Services Group Inc.8,694$471K0.0%+11.9%0.047%
2/7/2025Ashton Thomas Private Wealth LLC8,583$465K0.0%N/A0.046%
2/7/2025Schrum Private Wealth Management LLC25,718$1.39M1.2%-50.0%0.139%
2/6/2025Vestmark Advisory Solutions Inc.115,292$6.24M0.2%+1.1%0.622%
2/6/2025Bellevue Asset Management LLC1,551$84K0.0%-13.0%0.008%
2/6/2025Raymond James Financial Inc.704,330$38.13M0.0%N/A3.797%
2/6/2025Atria Investments Inc21,617$1.17M0.0%+4.0%0.117%
2/6/2025Steward Partners Investment Advisory LLC6,517$353K0.0%-11.2%0.035%
2/6/2025Jones Financial Companies Lllp14,856$804K0.0%+62.6%0.080%
2/5/2025Jacobi Capital Management LLC24,492$1.33M0.1%-1.8%0.132%
2/5/2025US Bancorp DE1,356$73K0.0%+17.0%0.007%
2/5/2025Private Trust Co. NA2,811$152K0.0%-28.2%0.015%
2/5/2025Oppenheimer & Co. Inc.9,235$500K0.0%N/A0.050%
2/5/2025Kovack Advisors Inc.8,137$440K0.0%N/A0.044%
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2/4/2025Cutter & CO Brokerage Inc.15,209$823K0.2%-2.4%0.082%
2/4/2025Prasad Wealth Partners LLC4,063$220K0.1%N/A0.022%
2/4/2025IFP Advisors Inc19,322$1.05M0.0%+70.7%0.104%
2/3/2025Navellier & Associates Inc.67,426$3.65M0.4%+14.2%0.363%
2/3/2025Crumly & Associates Inc.29,101$1.58M0.4%-19.5%0.157%
2/3/2025Concurrent Investment Advisors LLC45,987$2.49M0.1%-4.0%0.248%
2/3/2025Private Advisor Group LLC26,661$1.44M0.0%+43.8%0.144%
1/31/2025Global Retirement Partners LLC8,381$454K0.0%+16.0%0.045%
1/31/2025Proactive Wealth Strategies LLC41,390$2.24M1.2%N/A0.223%
1/31/2025Atria Wealth Solutions Inc.19,256$1.04M0.0%N/A0.104%
(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, 239 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), NewSquare Capital LLC ($19.67M), and UBS Group AG ($19.06M).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), NewSquare Capital LLC ($371.07K), and Advisory Services Network LLC ($343.46K).

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

Institutional investors have bought a total of 25,583,020 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 & Associates ($492.05K), LPL Financial LLC ($329.67K), Truist Financial Corp ($322.06K), UBS Group AG ($300.63K), Raymond James Financial Services Advisors Inc. ($254.37K), 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 3,923,799 shares in the last 24 months. This volume of shares sold represents approximately $158.52M in transactions.


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This page (NYSEARCA:FXO) was last updated on 4/16/2025 by MarketBeat.com Staff
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