Who Owns First Trust Financials AlphaDEX Fund (FXO)?Hedge Fund & Institutional Holders

$55.75-0.13 (-0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$45.90$49.98$54.05$58.13$62.21Sep 24Jun 25Mar 26

FXO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+222K+$13.0B
D.A. DAVIDSON & CO.New Position+194K+$11.7B
WCG Wealth Advisors LLCIncreased+190K+$11.6B
SFI Advisors, LLCNew Position+114K+$6.9B
GREENUP STREET WEALTH MANAGEMENT LLCNew Position+63K+$3.7B
Western Wealth Management, LLCNew Position+51K+$3.0B
AMERIPRISE FINANCIAL INCIncreased+56K+$2.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+54K+$2.8B
B. Riley Wealth Advisors, Inc.New Position+45K+$2.7B
Choice Wealth Advisors, LLCNew Position+40K+$2.4B
TriaGen Wealth Management LLCNew Position+39K+$2.3B
Genesee Capital Advisors, LLCNew Position+36K+$2.2B
Arkadios Wealth AdvisorsNew Position+52K+$2.0B
JONES FINANCIAL COMPANIES LLLPNew Position+38K+$2.0B
Crumly & Associates Inc.New Position+27K+$1.6B

FXO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-96K-$76.6B
NewEdge Advisors, LLCDecreased-46K-$22.3B
FIRST TRUST ADVISORS LPDecreased-547K-$20.7B
Advisory Services Network, LLCDecreased-15K-$20.7B
Vestmark Advisory Solutions, Inc.Decreased-129K-$10.7B
RAYMOND JAMES FINANCIAL INCDecreased-126K-$8.5B
Cetera Investment AdvisersDecreased-16K-$8.0B
HARBOUR INVESTMENTS, INC.Decreased-7K-$7.8B
NewSquare Capital LLCDecreased-120K-$6.9B
World Investment AdvisorsDecreased-4K-$5.7B
HighTower Advisors, LLCDecreased-842-$4.2B
ROYAL BANK OF CANADADecreased-64K-$3.8B
TWO SIGMA INVESTMENTS, LPDecreased-43K-$3.2B
STIFEL FINANCIAL CORPDecreased-44K-$3.1B
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-40K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIRST TRUST ADVISORS LP12,683,088$765.0B0.56%Share
2WELLS FARGO & COMPANY/MN1,253,685$75.0B0.01%Share
3WELLS FARGO & COMPANY/MN1,168,802$70.0B0.01%Share
4RAYMOND JAMES FINANCIAL INC524,991$31.0B0.01%Share
5UBS Group AG508,566$30.7B0.00%Share
6RAYMOND JAMES FINANCIAL INC475,084$28.0B0.01%Share
7BANK OF AMERICA CORP /DE/439,132$26.0B0.00%Share
8Nilsine Partners, LLC366,047$22.1B1.91%Share
9AMERIPRISE FINANCIAL INC376,468$22.0B0.00%Share
10WCG Wealth Advisors LLC294,887$17.8B0.50%Share
11ROYAL BANK OF CANADA249,835$15.0B0.00%Share
12NewSquare Capital LLC242,392$14.6B1.29%Share
13STIFEL FINANCIAL CORP243,334$14.0B0.01%Share
14COMMONWEALTH EQUITY SERVICES, LLC222,261$13.0B0.02%Share
15D.A. DAVIDSON & CO.194,378$11.7B0.07%Share
16OSAIC HOLDINGS, INC.173,791$10.0B0.01%Share
17TradeWell Securities, LLC.133,513$8.1B3.14%Share
18SFI Advisors, LLC114,026$6.9B4.41%Share
19Monument Capital Management92,440$5.6B1.39%Share
20Baird Financial Group, Inc.98,773$5.0B0.01%Share
21Rockefeller Capital Management L.P.93,792$5.0B0.01%Share
22GREENUP STREET WEALTH MANAGEMENT LLC62,689$3.7B0.57%Share
23Private Advisor Group, LLC53,071$3.0B0.01%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP50,650$3.0B0.00%Share
25GOLDMAN SACHS GROUP INC50,441$3.0B0.00%Share
26TWO SIGMA INVESTMENTS, LP61,800$3.0B0.00%Share
27Western Wealth Management, LLC50,563$3.0B0.14%Share
28B. Riley Wealth Advisors, Inc.44,605$2.7B0.12%Share
29Choice Wealth Advisors, LLC40,097$2.4B0.96%Share
30Sigma Planning Corp39,213$2.4B0.07%Share
31TriaGen Wealth Management LLC38,653$2.3B0.60%Share
32Genesee Capital Advisors, LLC35,994$2.2B0.87%Share
33Plotkin Financial Advisors, LLC33,651$2.0B0.99%Share
34Arkadios Wealth Advisors49,649$2.0B0.04%Share
35JONES FINANCIAL COMPANIES LLLP37,641$2.0B0.00%Share
36Garden State Investment Advisory Services LLC32,298$1.9B0.43%Share
37PACIFIC SUN FINANCIAL CORP31,310$1.9B0.91%Share
38Cyndeo Wealth Partners, LLC28,515$1.7B0.09%Share
39Crumly & Associates Inc.26,683$1.6B0.34%Share
40INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC26,559$1.6B0.11%Share
41Schrum Private Wealth Management LLC25,718$1.6B1.15%Share
42HARMONY ASSET MANAGEMENT LLC25,591$1.5B0.52%Share
43Wagner Wealth Management, LLC25,316$1.5B0.32%Share
44Davis Investment Partners, LLC24,055$1.5B0.51%Share
45Jacobi Capital Management LLC23,172$1.4B0.08%Share
46Farther Finance Advisors, LLC22,585$1.4B0.01%Share
47HFG Advisors, Inc.21,460$1.3B0.94%Share
48Ballew Advisors, Inc21,196$1.3B0.72%Share
49Regal Investment Advisors LLC19,155$1.2B0.07%Share
50TRUST CO OF OKLAHOMA18,942$1.1B0.33%Share

FXO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025242$1.3T+109
Q3 2025133$1.4T-75
Q2 2025208$680.6B-18
Q1 2025226$1.6T+39
Q4 2024187$10.8T+54
Q3 2024133$92.2T+3
Q2 2024130$25.3T+8
Q1 2024122$527.3T—

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As of Q4 2025, 50 institutional investors hold FXO (First Trust Financials AlphaDEX Fund). The largest holder is FIRST TRUST ADVISORS LP with $765.0B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own FXO?

As of Q4 2025, 50 institutional investors report holding FXO (First Trust Financials AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXO?

The largest institutional holder of FXO is FIRST TRUST ADVISORS LP with $765.0B in shares.

Is institutional ownership of FXO increasing or decreasing?

This quarter, 12 institutions opened new positions in FXO and 1 closed their positions.