Who Owns FXO?
First Trust Financials AlphaDEX Fund — Institutional Ownership & 13F Holdings
$60.04
+0.13 (+0.22%)
Market Cap
$2.1B
Shares Outstanding
36,284,173
Institutional Holders
225
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+105
Institutional data as of Q1 2025
New Positions
61
Closed Positions
23
Increased
73
Decreased
55
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $736.2M | 13,890,554 |
| 2 | MORGAN STANLEY | $142.7M | 2,693,362 |
| 3 | WELLS FARGO & COMPANY/MN | $115.9M | 2,186,912 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $79.5M | 1,500 |
| 5 | RAYMOND JAMES FINANCIAL INC | $51.9M | 979,217 |
| 6 | BANK OF AMERICA CORP /DE/ | $34.9M | 659,168 |
| 7 | UBS Group AG | $27.6M | 521,363 |
| 8 | NewSquare Capital LLCNew | $19.7M | 371,065 |
| 9 | NewEdge Advisors, LLC | $19.6M | 368,948 |
| 10 | ROYAL BANK OF CANADA | $19.3M | 365,092 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +214K | $142.7M |
| WELLS FARGO & COMPANY/MN | +292K | $115.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $79.5M |
| RAYMOND JAMES FINANCIAL INC | +275K | $51.9M |
| BANK OF AMERICA CORP /DE/ | +216K | $34.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | -1.2M | $736.2M |
| BNP PARIBAS FINANCIAL MARKETS | -100K | $2.6M |
| JANE STREET GROUP, LLC | -74K | $236K |
| Concurrent Investment Advisors, LLC | -24K | $1.2M |
| TRUIST FINANCIAL CORP | -24K | $10.6M |
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Frequently Asked Questions
How many institutional investors hold FXO?
As of Q1 2025, 225 institutional investors report holding FXO (First Trust Financials AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXO?
The largest institutional holder of FXO is FIRST TRUST ADVISORS LP with $736.2M in shares.
Are institutions buying or selling FXO?
This quarter, 61 institutions opened new positions in FXO and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.