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First Trust Financial AlphaDEX Fund (FXO) Institutional Ownership

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$47.07
+0.22 (+0.47%)
(As of 05/9/2024 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)
79
Total
Institutional Inflows
(last 12 months)
$169.83M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$114.86M
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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
5/9/2024Koshinski 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%
5/7/2024 Smithfield 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%
4/29/2024 Benjamin Edwards Inc.2,443$116K0.0%+117.5%0.013%
4/29/2024 Benjamin 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%
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%
4/23/2024 Raymond 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%
4/22/2024 Raymond 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%
4/13/2024 First Financial Corp IN3,436$163K0.1%-23.5%0.016%
4/12/2024 Southland Equity Partners LLC10,509$499K0.1%-6.5%0.049%
4/12/2024 Purus Wealth Management LLC4,412$210K0.1%N/A0.021%
4/11/2024 International Assets Investment Management LLC39,763$1.87M0.1%-10.8%0.185%
4/11/2024 Ballew Advisors Inc26,390$1.20M0.8%-8.5%0.123%
4/10/2024 Park Avenue Securities LLC7,337$349K0.0%-5.6%0.034%
3/22/2024PNC Financial Services Group Inc.8,869$384K0.0%-9.6%0.041%
3/15/2024B. Riley Wealth Advisors Inc.9,903$429K0.0%-21.4%0.046%
2/14/2024Jacobi Capital Management LLC26,375$1.14M0.1%-3.9%0.123%
2/14/2024 VitalStone Financial LLC1,182$51K0.0%+326.7%0.005%
2/14/2024Regal Investment Advisors LLC39,538$1.71M0.1%-73.7%0.184%
2/13/2024Cetera Advisor Networks LLC114,352$4.95M0.0%+109.6%0.532%
2/13/2024Tower Research Capital LLC TRC 67,028$2.90M0.0%-30.5%0.312%
2/12/2024Focus Financial Network Inc. ADV7,069$306K0.0%N/A0.033%
2/12/2024Stifel Financial Corp170,694$7.39M0.0%-17.2%0.794%
2/12/2024Steward Partners Investment Advisory LLC26,283$1.14M0.0%-2.3%0.122%
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2/9/2024 Cambridge Investment Research Advisors Inc.78,866$3.41M0.0%-4.9%0.367%
2/9/2024Tidemark LLC1,634$71K0.0%N/A0.008%
2/9/2024CreativeOne Wealth LLC24,098$1.04M0.1%+331.4%0.112%
2/9/2024D.A. Davidson & CO.83,670$3.62M0.0%+1.0%0.389%
2/9/2024Wells Fargo & Company MN1,503,208$65.07M0.0%-9.3%6.992%
2/9/2024UBS Group AG440,187$19.06M0.0%+1.2%2.047%
2/9/2024PNC Financial Services Group Inc.8,869$384K0.0%-9.6%0.041%
2/8/2024Independent Advisor Alliance104,758$4.54M0.2%+0.6%0.487%
2/8/2024Level Four Advisory Services LLC7,122$308K0.0%-7.8%0.033%
2/8/2024 Financial Advocates Investment Management6,789$294K0.0%-4.1%0.032%
2/8/2024Navellier & Associates Inc.88,600$3.84M0.6%+4.9%0.412%
2/8/2024 WMG Financial Advisors LLC4,725$205K0.1%N/A0.022%
2/8/2024 Eudaimonia Partners LLC5,627$244K0.1%-6.7%0.026%
2/8/2024 Janney Montgomery Scott LLC123,113$5.33M0.0%+2.8%0.573%
2/8/2024 Pacific Sun Financial Corp33,725$1.46M0.9%-2.5%0.157%
2/7/2024Avantax Advisory Services Inc.5,390$233K0.0%-10.3%0.025%
2/7/2024 Envestnet Portfolio Solutions Inc.4,768$206K0.0%N/A0.022%
2/7/2024 NBC Securities Inc.15,158$656K0.1%-5.0%0.071%
2/7/2024Northwest Financial Advisors1,763$76K0.1%N/A0.008%
2/7/2024 Smithfield Trust Co3,483$145K0.0%N/A0.016%
2/7/2024Principal Securities Inc.7,271$315K0.0%N/A0.034%
2/7/2024 Concourse Financial Group Securities Inc.2,391$104K0.0%+87.1%0.011%
2/7/2024Clearwater Capital Advisors LLC8,273$358K0.0%-23.1%0.038%
2/6/2024 Petix & Botte Co4,672$202K0.1%N/A0.022%
2/6/2024 Lincoln National Corp49,914$2.16M0.0%+0.8%0.232%
2/6/2024 Private Advisor Group LLC18,604$805K0.0%-59.7%0.087%
2/6/2024 Spire Wealth Management23,984$1.04M0.0%-38.8%0.112%
2/6/2024National Bank of Canada FI20,610$895K0.0%-5.4%0.096%
2/6/2024Vestmark Advisory Solutions Inc.109,568$4.74M0.2%+7.4%0.510%
2/6/2024 Bellevue Asset Management LLC2,545$110K0.1%-39.4%0.012%
2/6/2024 Benjamin F. Edwards & Company Inc.17,357$751K0.0%-3.8%0.081%
2/6/2024 Great Valley Advisor Group Inc.12,773$553K0.0%-49.5%0.059%
2/5/2024 Kestra Private Wealth Services LLC15,928$690K0.0%-4.6%0.074%
2/5/2024Sargent Investment Group LLC5,900$255K0.1%-4.1%0.027%
2/2/2024Truist Financial Corp101,497$4.39M0.0%-13.3%0.472%
2/1/2024 Cutter & CO Brokerage Inc.18,440$798K0.2%-13.1%0.086%
2/1/2024 Monument Capital Management14,541$629K0.2%N/A0.068%
2/1/2024 Capital Investment Advisory Services LLC1,629$71K0.0%-29.8%0.008%
2/1/2024 Sigma Planning Corp7,928$343K0.0%-59.7%0.037%
2/1/2024 CWM LLC7,819$339K0.0%-10.3%0.036%
1/31/2024 J.W. Cole Advisors Inc.9,959$431K0.0%+5.2%0.046%
1/31/2024 Western Wealth Management LLC42,630$1.85M0.1%-4.1%0.198%
1/31/2024 HF Advisory Group LLC14,989$649K0.4%+3.3%0.070%
1/30/2024SFI Advisors LLC97,334$4.21M3.6%-13.2%0.453%
1/30/2024Bison Wealth LLC6,197$268K0.0%+6.0%0.029%
1/29/2024 Crumly & Associates Inc.84,546$3.66M1.1%-14.7%0.393%
1/29/2024Koshinski Asset Management Inc.32,775$1.42M0.2%+54.3%0.152%
1/26/2024 Schrum Private Wealth Management LLC25,718$1.11M1.6%-3.2%0.120%
1/25/2024 International Assets Investment Management LLC44,570$1.93M0.0%N/A0.207%
1/24/2024 Stratos Wealth Partners LTD.19,600$849K0.0%+68.7%0.091%
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1/24/2024Venture Visionary Partners LLC5,200$225K0.0%N/A0.024%
1/24/2024Prime Capital Investment Advisors LLC5,179$224K0.0%N/A0.024%
1/24/2024 International Assets Investment Management LLC1,929,438$83.53M0.0%N/A8.974%
1/24/2024 Private Trust Co. NA4,818$209K0.0%-16.6%0.022%
1/23/2024RPg Family Wealth Advisory LLC10,655$461K0.2%+4.9%0.050%
1/22/2024 Secure Asset Management LLC47,545$2.06M0.6%-18.3%0.221%
1/19/2024 Wagner Wealth Management LLC27,179$1.18M0.4%-9.3%0.126%
1/18/2024 Global Retirement Partners LLC6,406$273K0.0%+650.1%0.030%
1/18/2024 Ballew Advisors Inc28,845$1.23M0.9%-15.7%0.134%
1/18/2024 SeaCrest Wealth Management LLC8,126$353K0.0%-10.9%0.038%
(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, 204 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 ($52.67M), Bank of America Corp DE ($36.04M), Raymond James Financial Services Advisors Inc. ($22.84M), UBS Group AG ($19.06M), Raymond James & Associates ($15.48M), and O Dell Group LLC ($13.93M).Learn more on FXO's institutional investors.

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

Of the 162 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 ($2.19M), Raymond James Financial Services Advisors Inc. ($502.64K), O Dell Group LLC ($373.24K), AE Wealth Management LLC ($325.93K), Private Advisor Group LLC ($254.38K), Commonwealth Equity Services LLC ($216.13K), and Raymond James & Associates ($191.48K).

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

Institutional investors have bought a total of 7,556,229 shares in the last 24 months. This purchase volume represents approximately $308.77M in transactions.

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

Of the 132 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: LPL Financial LLC ($937.35K), Wells Fargo & Company MN ($837.23K), Raymond James Financial Services Advisors Inc. ($631.02K), UBS Group AG ($510.05K), Commonwealth Equity Services LLC ($463.87K), D.A. Davidson & CO. ($440.31K), and Raymond James & Associates ($427.58K).

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

Institutional investors have sold a total of 8,020,927 shares in the last 24 months. This volume of shares sold represents approximately $319.45M in transactions.


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This page (NYSEARCA:FXO) was last updated on 5/9/2024 by MarketBeat.com Staff

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