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First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

First Trust Financial AlphaDEX Fund logo
$52.18
-0.31 (-0.59%)
(As of 12:51 PM ET)
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Institutional Ownership Changes (13F Filings) for First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$146.69M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$62.55M
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FXO Institutional Buying and Selling by Quarter

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
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%
10/31/2024 Concurrent 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%
10/24/2024 J.W. Cole Advisors Inc.10,437$534K0.0%+2.3%0.056%
10/22/2024 Private Advisor Group LLC18,543$948K0.0%+5.7%0.100%
10/21/2024 1858 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%
10/16/2024 Global Retirement Partners LLC7,223$369K0.0%+8.9%0.039%
10/15/2024 NBC 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%
10/10/2024 Concourse 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%
10/10/2024 Montis Financial LLC22,220$1.14M0.4%N/A0.120%
10/9/2024 Pacific Sun Financial Corp32,554$1.66M0.9%-1.5%0.175%
10/9/2024 Private Advisory Group LLC26,843$1.37M0.2%-2.2%0.145%
10/8/2024 CWM 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%
8/16/2024 Gateway Wealth Partners LLC6,092$282K0.1%-7.1%0.033%
8/16/2024Regal Investment Advisors LLC32,782$1.52M0.1%-4.7%0.177%
8/16/2024 Creative 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%
8/5/2024 Private Advisor Group LLC17,540$812K0.0%-4.5%0.095%
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8/3/2024Crumly & Associates Inc.37,994$1.76M0.5%-13.3%0.205%
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%
7/31/2024 Cutter & 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%
7/31/2024 Concurrent 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%
7/29/2024 Financial Advocates Investment Management7,019$325K0.0%+3.9%0.038%
7/26/2024Harbour Investments Inc.26,594$1.23M0.0%+3.9%0.143%
7/26/2024 Cambridge Investment Research Advisors Inc.103,048$4.77M0.0%+39.9%0.556%
7/26/2024Signature Estate & Investment Advisors LLC8,276$383K0.0%N/A0.045%
7/25/2024Raymond James Trust N.A.4,747$220K0.0%-21.9%0.026%
7/24/2024 Horizon Bancorp Inc. IN1,086$50K0.0%-51.8%0.006%
7/24/2024 Secure Asset Management LLC85,048$3.94M0.7%+115.6%0.458%
7/23/2024 Private Advisory Group LLC27,440$1.27M0.2%N/A0.148%
7/20/2024Raymond James Financial Services Advisors Inc.346,693$16.05M0.0%-27.9%1.869%
7/19/2024Raymond James & Associates256,379$11.87M0.0%-21.3%1.382%
7/19/2024 1858 Wealth Management LLC15,795$731K0.6%+9.8%0.085%
7/17/2024 Ballew Advisors Inc21,816$1.06M0.7%-17.3%0.118%
7/16/2024 Envestnet Portfolio Solutions Inc.6,033$279K0.0%-8.1%0.033%
7/16/2024 GPS Wealth Strategies Group LLC11,635$539K0.1%-4.3%0.063%
7/16/2024Great Valley Advisor Group Inc.10,856$503K0.0%-7.2%0.059%
7/15/2024 Choice Wealth Advisors LLC42,104$1.95M1.0%-0.9%0.227%
7/11/2024 First Financial Corp IN3,060$142K0.1%-10.9%0.016%
7/10/2024 CWM LLC11,689$541K0.0%+21.0%0.063%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.900$42K0.0%N/A0.005%
5/24/2024Cetera Advisors LLC55,051$2.62M0.0%+2.3%0.297%
5/24/2024Cetera Investment Advisers134,041$6.37M0.0%+316.0%0.723%
5/17/2024Jaffetilchin Investment Partners LLC7,537$358K0.0%N/A0.041%
5/17/2024Comerica Bank17,149$815K0.0%-1.6%0.092%
5/17/2024Coppell Advisory Solutions Corp.45,198$2.15M0.4%N/A0.244%
5/16/2024B. Riley Wealth Advisors Inc.12,600$599K0.0%+27.2%0.068%
5/14/2024CreativeOne Wealth LLC25,374$1.21M0.0%+5.3%0.137%
5/11/2024Jacobi Capital Management LLC26,087$1.24M0.1%-1.1%0.141%
5/9/2024 Koshinski Asset Management Inc.19,705$936K0.1%-39.9%0.106%
5/7/2024 Concurrent Investment Advisors LLC44,228$2.10M0.1%-44.8%0.238%
5/7/2024Smithfield Trust Co758$36K0.0%-78.2%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.6,564$312K0.0%+37.7%0.035%
5/6/2024 VitalStone Financial LLC1,597$76K0.1%+35.1%0.009%
5/2/2024 Lincoln National Corp63,263$3.01M0.0%+26.7%0.341%
5/1/2024 Janney Montgomery Scott LLC121,271$5.76M0.0%-1.5%0.654%
4/30/2024 Private Advisor Group LLC18,361$873K0.0%-1.3%0.099%
4/30/2024 J.W. Cole Advisors Inc.10,199$485K0.0%+2.4%0.055%
4/30/2024 Cutter & CO Brokerage Inc.16,796$798K0.2%-8.9%0.091%
4/29/2024Commonwealth Equity Services LLC162,119$7.70M0.0%+16.8%0.874%
4/29/2024Benjamin Edwards Inc.2,443$116K0.0%+117.5%0.013%
4/29/2024Benjamin F. Edwards & Company Inc.15,602$741K0.0%-10.1%0.084%
4/26/2024 Bellevue Asset Management LLC1,939$92K0.1%-23.8%0.010%
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4/25/2024 Cambridge Investment Research Advisors Inc.73,678$3.50M0.0%-6.6%0.397%
4/24/2024 Spire Wealth Management22,689$1.08M0.0%-5.4%0.122%
4/23/2024 Global Retirement Partners LLC6,659$316K0.0%+3.9%0.036%
4/23/2024 TrueWealth Advisors LLC6,859$326K0.1%-17.1%0.037%
4/23/2024Raymond James Financial Services Advisors Inc.480,563$22.84M0.0%+57.6%2.591%
4/22/2024 HF Advisory Group LLC14,614$694K0.4%-2.5%0.079%
4/22/2024Raymond James & Associates325,706$15.48M0.0%+12.4%1.756%
4/20/2024 Kesler Norman & Wride LLC8,607$409K0.1%-67.8%0.040%
4/19/2024 Monument Capital Management81,366$3.87M1.1%+459.6%0.378%
4/18/2024 Choice Wealth Advisors LLC42,467$2.02M1.2%+12.5%0.198%
(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, 200 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 158 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 ($2.05M), 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 6,378,585 shares in the last 24 months. This purchase volume represents approximately $261.95M in transactions.

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

Of the 126 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 ($510.05K), Raymond James & Associates ($497.23K), Truist Financial Corp ($322.06K), Wells Fargo & Company MN ($298.31K), and Commonwealth Equity Services LLC ($263.93K).

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

Institutional investors have sold a total of 5,822,406 shares in the last 24 months. This volume of shares sold represents approximately $232.38M in transactions.


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This page (NYSEARCA:FXO) was last updated on 11/4/2024 by MarketBeat.com Staff
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