Free Trial
→ A simple pattern that works in any market (From WealthPress) (Ad) Free FXO Stock Alerts

First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financial AlphaDEX Fund logo
$56.10 +0.50 (+0.90%)
As of 01/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$148.10M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$52.21M
Get FXO Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

FXO Institutional Buying and Selling by Quarter

First Trust Financial AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Secure Asset Management LLC99,677$5.40M0.8%+1.6%0.537%
1/17/2025 MinichMacGregor Wealth Management LLC12,910$699K0.1%N/A0.070%
1/17/2025 Janney Montgomery Scott LLC111,137$6.02M0.0%+11.2%0.599%
1/17/2025 Bartlett & CO. Wealth Management LLC900$49K0.0%-18.2%0.005%
1/16/2025 Tudor Financial Inc.15,192$822K0.5%N/A0.082%
1/16/2025 Financial Freedom LLC4,185$227K0.1%-13.3%0.023%
1/15/2025 HF Advisory Group LLC12,055$653K0.3%-7.3%0.065%
1/15/2025 Choice Wealth Advisors LLC41,107$2.23M1.1%-2.2%0.222%
1/15/2025 Ameritas Advisory Services LLC15,951$863K0.0%-1.5%0.086%
1/15/2025 TrueWealth Advisors LLC6,194$335K0.1%N/A0.033%
1/15/2025 Certified Advisory Corp25,626$1.39M0.2%+5.9%0.138%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.14,303$774K0.2%+1,489.2%0.077%
1/14/2025 Park Avenue Securities LLC5,831$316K0.0%+4.8%0.031%
1/13/2025 Horizon Bancorp Inc. IN1,334$72K0.0%+22.8%0.007%
1/13/2025 Davis Investment Partners LLC18,467$970K0.4%N/A0.100%
1/8/2025 International Assets Investment Management LLC41,624$2.25M0.1%N/A0.224%
12/26/2024JPMorgan Chase & Co.2,885$148K0.0%+501.0%0.016%
12/13/2024B. Riley Wealth Advisors Inc.5,772$293K0.0%-54.0%0.031%
12/12/2024Brass Tax Wealth Management Inc.44,835$2.29M0.9%-2.6%0.242%
12/10/2024Garden State Investment Advisory Services LLC21,625$1.11M0.3%N/A0.117%
11/25/2024World Investment Advisors LLC12,510$640K0.0%+32.2%0.067%
11/25/2024Sanctuary Advisors LLC23,879$1.22M0.0%+128.4%0.129%
11/18/2024Virtue Capital Management LLC129,509$6.62M1.3%-6.1%0.698%
11/15/2024MML Investors Services LLC57,262$2.93M0.0%+1.0%0.309%
11/15/2024Jane Street Group LLC44,859$2.29M0.0%+34.3%0.242%
11/15/2024Stifel Financial Corp169,567$8.67M0.0%+3.7%0.914%
11/15/2024IHT Wealth Management LLC4,114$210K0.0%N/A0.022%
11/15/2024HighTower Advisors LLC54,236$2.78M0.0%-7.4%0.292%
11/15/2024Garden State Investment Advisory Services LLC21,625$1.11M0.3%N/A0.117%
11/15/2024Benjamin Edwards Inc.21,669$1.11M0.0%+675.6%0.117%
11/14/2024Plotkin Financial Advisors LLC34,786$1.78M1.1%N/A0.188%
11/14/2024Rockefeller Capital Management L.P.50,437$2.58M0.0%-0.6%0.272%
11/14/2024RPg Family Wealth Advisory LLC7,503$384K0.1%-22.0%0.040%
11/14/2024CreativeOne Wealth LLC28,139$1.44M0.0%+2.0%0.152%
11/13/2024FMR LLC2,480$127K0.0%+49.9%0.013%
11/13/2024D.A. Davidson & CO.85,320$4.36M0.0%+2.5%0.460%
11/13/2024Private Trust Co. NA3,915$200K0.0%-10.1%0.021%
11/12/2024Centaurus Financial Inc.8,182$418K0.0%+18.2%0.044%
11/12/2024KKM Financial LLC13,339$682K0.3%-17.7%0.072%
11/12/2024Kingsview Wealth Management LLC28,767$1.47M0.0%+347.3%0.155%
Stop guessing when stocks will move (use this) (Ad)

Ever wonder why most traders make trading so complicated? Charts everywhere… Indicators on top of indicators… Eyes glued to screens all day. Here's something wild I discovered after analyzing 10 years of market data… The best trading system might just be... a calendar. Sounds crazy… But stick with me for a minute... I noticed that the most popular stocks have specific dates when they love to move up. Not random dates. Not "sometimes" dates. But precise windows of time that repeat year after year... for an entire decade.

Just let me know the shipping address I should send your FREE copy
11/12/2024Great Valley Advisor Group Inc.10,528$538K0.0%-3.0%0.057%
11/12/2024Meridian Wealth Management LLC4,233$216K0.0%N/A0.023%
11/12/2024Navellier & Associates Inc.59,065$3.02M0.4%-22.6%0.318%
11/8/2024Stonebridge Financial Planning Group LLC4,100$210K0.1%N/A0.022%
11/8/2024Bellwether Advisors LLC4,065$208K0.0%N/A0.022%
11/8/2024Prospera Financial Services Inc17,627$901K0.0%-17.0%0.095%
11/6/2024Signature Estate & Investment Advisors LLC7,764$397K0.0%-6.2%0.042%
11/6/2024Schrum Private Wealth Management LLC51,436$2.63M1.4%+100.0%0.277%
11/5/2024Harbour Investments Inc.25,872$1.32M0.0%-2.7%0.139%
11/4/2024Sigma Planning Corp7,872$402K0.0%-19.7%0.042%
11/1/2024Atria Investments Inc20,791$1.06M0.0%+116.1%0.112%
11/1/2024Crumly & Associates Inc.36,166$1.85M0.5%-4.8%0.195%
10/31/2024Concurrent Investment Advisors LLC47,882$2.45M0.1%+4.5%0.258%
10/30/2024 HF Advisory Group LLC13,001$665K0.3%-11.8%0.070%
10/29/2024 Janney Montgomery Scott LLC99,962$5.11M0.0%-3.1%0.539%
10/24/2024J.W. Cole Advisors Inc.10,437$534K0.0%+2.3%0.056%
10/22/2024Private Advisor Group LLC18,543$948K0.0%+5.7%0.100%
10/21/20241858 Wealth Management LLC17,425$891K0.7%+10.3%0.094%
10/18/2024Raymond James & Associates245,115$12.53M0.0%-4.4%1.321%
10/17/2024Onyx Bridge Wealth Group LLC29,522$1.51M0.2%N/A0.159%
10/16/2024 Secure Asset Management LLC98,062$5.01M0.8%+15.3%0.529%
10/16/2024Global Retirement Partners LLC7,223$369K0.0%+8.9%0.039%
10/15/2024NBC Securities Inc.14,505$741K0.1%-3.1%0.078%
10/10/2024 Koshinski Asset Management Inc.19,198$982K0.1%-1.1%0.103%
10/10/2024Concourse Financial Group Securities Inc.1,619$83K0.0%-26.5%0.009%
10/10/2024 Ballew Advisors Inc21,472$1.11M0.7%-1.6%0.116%
10/10/2024Montis Financial LLC22,220$1.14M0.4%N/A0.120%
10/9/2024Pacific Sun Financial Corp32,554$1.66M0.9%-1.5%0.175%
10/9/2024Private Advisory Group LLC26,843$1.37M0.2%-2.2%0.145%
10/8/2024CWM LLC9,055$463K0.0%-22.5%0.049%
10/7/2024 SignalPoint Asset Management LLC20,136$1.03M0.2%-4.5%0.109%
10/3/2024 Park Avenue Securities LLC5,566$285K0.0%-7.0%0.030%
9/23/2024Centaurus Financial Inc.6,922$320K0.0%N/A0.037%
9/5/2024Sanctuary Advisors LLC10,455$474K0.0%N/A0.056%
8/22/2024Cetera Investment Advisers136,248$6.31M0.0%+1.6%0.734%
8/21/2024Truist Financial Corp89,481$4.14M0.0%-60.5%0.482%
8/16/2024Gateway Wealth Partners LLC6,092$282K0.1%-7.1%0.033%
8/16/2024Regal Investment Advisors LLC32,782$1.52M0.1%-4.7%0.177%
8/16/2024Creative Planning20,630$955K0.0%+1.5%0.111%
8/14/2024Bank of Montreal Can9,436$441K0.0%+473.6%0.051%
8/13/2024Benjamin Edwards Inc.2,794$129K0.0%+14.4%0.015%
8/13/2024Benjamin F. Edwards & Company Inc.22,305$1.03M0.0%+43.0%0.120%
8/12/2024RPg Family Wealth Advisory LLC9,625$446K0.1%+22.1%0.052%
8/8/2024Envestnet Asset Management Inc.121,408$5.62M0.0%-50.6%0.654%
8/8/2024Leelyn Smith LLC12,086$559K0.1%N/A0.065%
8/8/2024CoreCap Advisors LLC8,329$386K0.0%N/A0.045%
8/8/2024LPL Financial LLC1,384,081$64.07M0.0%+2.4%7.461%
8/7/2024Ashton Thomas Private Wealth LLC2,013$93K0.0%N/A0.011%
8/5/2024Private Advisor Group LLC17,540$812K0.0%-4.5%0.095%
8/3/2024Crumly & Associates Inc.37,994$1.76M0.5%-13.3%0.205%
Kickstart Your 2025 Financial Resolutions with Just $30 (Ad)

Happy New Year! As we welcome 2025, it’s the perfect time to set your financial goals and build a prosperous future. Ready to transform your investments and achieve your financial resolutions? Imagine generating a reliable income stream from stocks priced under $30. Our latest guide introduces straightforward options strategies tailored for everyday investors, helping you turn well-known companies like Ford and Intel into consistent monthly income sources.

Claim Your Free Report Now: “Options Made Simple – 2 Affordable Stocks for Monthly Income”
8/3/2024National Bank of Canada FI11,350$524K0.0%-43.0%0.061%
8/1/2024D.A. Davidson & CO.83,220$3.85M0.0%-1.0%0.449%
8/1/2024Summit Financial LLC8,757$405K0.0%N/A0.047%
7/31/2024Cutter & CO Brokerage Inc.15,667$725K0.2%-6.7%0.084%
7/31/2024Commonwealth Equity Services LLC167,501$7.75M0.0%+3.3%0.903%
7/31/2024Concurrent Investment Advisors LLC45,840$2.12M0.1%+3.6%0.247%
7/30/2024 International Assets Investment Management LLC39,137$1.81M0.1%-1.6%0.211%
7/29/2024 Ameritas Advisory Services LLC16,186$749K0.0%-2.4%0.087%
7/29/2024Financial Advocates Investment Management7,019$325K0.0%+3.9%0.038%
7/26/2024Harbour Investments Inc.26,594$1.23M0.0%+3.9%0.143%
(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, 205 institutional investors and hedge funds held shares of First Trust Financial AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($65.07M), LPL Financial LLC ($64.07M), Bank of America Corp DE ($36.04M), UBS Group AG ($19.06M), Raymond James Financial Services Advisors Inc. ($16.05M), O Dell Group LLC ($13.93M), and Raymond James & Associates ($12.53M).Learn more on FXO's institutional investors.

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

Of the 164 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: International Assets Investment Management LLC ($2.09M), O Dell Group LLC ($373.24K), AE Wealth Management LLC ($325.93K), Commonwealth Equity Services LLC ($221.51K), Raymond James Financial Services Advisors Inc. ($175.64K), Raymond James & Associates ($125.66K), and Vestmark Advisory Solutions Inc. ($109.57K).

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

Institutional investors have bought a total of 6,361,247 shares in the last 24 months. This purchase volume represents approximately $266.28M in transactions.

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

Of the 128 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. ($764.89K), LPL Financial LLC ($759.21K), UBS Group AG ($507.20K), Raymond James & Associates ($497.23K), Truist Financial Corp ($322.06K), Wells Fargo & Company MN ($298.31K), and Commonwealth Equity Services LLC ($218.28K).

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

Institutional investors have sold a total of 5,684,143 shares in the last 24 months. This volume of shares sold represents approximately $227.94M in transactions.


Related Companies

This page (NYSEARCA:FXO) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
A deadly mistake in my prediction…
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored