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FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

231 managers (232 13F filers) reported a position in FXO shares at 2024-12-31, 29,742,507 shares in all. 37 filers opened a position and 6 filers sold out during the quarter.

Managers
231
13F filers
232
New
37
Added
86
Reduced
57
Sold out
6
Shares held by filers
29,742,507

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hexagon Capital Partners LLC521$28.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC474$25.7K<0.01%013F-HRTimelineGroup
MCF Advisors LLC400$21.7K<0.01%013F-HRTimeline
Realta Investment Advisors365$19.9K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…364$19.7K<0.01%-48513F-HRTimelineGroup
Continuum Advisory, LLC315$17K<0.01%+213F-HRTimeline
Aventura Private Wealth, LLC304$16.5K0.01%13F-HRTimeline
Westside Investment Management, Inc.300$16.2K<0.01%013F-HRTimeline
WASHINGTON TRUST Co289$15.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC264$14.3K<0.01%+213F-HRTimeline
Park Square Financial Group, LLC264$14.3K0.01%13F-HRTimeline
Luminist Capital LLC244$13.2K0.02%13F-HRTimeline
AlphaMark Advisors, LLC200$11K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC199$10.2K<0.01%new13F-HRTimelineGroup
Bank & Trust Co181$9.8K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…149$8.06K<0.01%+2913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC149$8K<0.01%013F-HRTimelineGroup
TSFG, LLC125$7K<0.01%+113F-HRTimeline
Caitlin John, LLC116$6.28K<0.01%013F-HRTimeline
Caldwell Trust Co107$5.79K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$5.41K<0.01%13F-HRTimeline
NFSG Corp98$5.3K<0.01%013F-HRTimeline
Larson Financial Group LLC77$4.17K<0.01%013F-HRTimeline
Key Financial Inc53$2.87K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.42$2.29K<0.01%-413F-HRTimeline
WHITTIER TRUST CO35$1.89K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$1.73K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC25$1.35K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.14$7830.07%-14,49113F-HRTimeline
Investors Research Corp4$217<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,500$668new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.