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FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

230 managers (232 13F filers) reported a position in FXO shares at 2025-03-31, 30,973,088 shares in all. 21 filers opened a position and 18 filers sold out during the quarter.

Managers
230
13F filers
232
New
21
Added
91
Reduced
71
Sold out
18
Shares held by filers
30,973,088

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Investment Advisory Services, L…741$39.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.709$37.6K<0.01%+613F-HRTimeline
Hexagon Capital Partners LLC521$27.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC474$25.1K<0.01%013F-HRTimelineGroup
MCF Advisors LLC400$21.2K<0.01%013F-HRTimeline
Glassman Wealth Services388$20.6K<0.01%new13F-HRTimeline
Continuum Advisory, LLC316$16.8K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC304$16.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$15.9K<0.01%013F-HRTimeline
WASHINGTON TRUST Co289$15.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC265$14.1K<0.01%+113F-HRTimeline
Park Square Financial Group, LLC264$14K0.01%013F-HRTimeline
Luminist Capital LLC244$12.9K0.01%013F-HRTimeline
Bank & Trust Co181$9.59K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…143$7.58K<0.01%-613F-HRTimelineGroup
TSFG, LLC125$7K<0.01%013F-HRTimeline
Nemes Rush Group LLC122$6.47K<0.01%new13F-HRTimeline
Caldwell Trust Co107$5.67K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC100$5.3K<0.01%013F-HRTimeline
NFSG Corp98$5.19K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$5K<0.01%new13F-HRTimeline
Larson Financial Group LLC77$4.08K<0.01%013F-HRTimeline
Key Financial Inc53$2.81K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc42$2.21K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.38$2.03K<0.01%-413F-HRTimeline
WHITTIER TRUST CO35$1.85K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$1.7K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC25$1.32K<0.01%013F-HRTimeline
Investors Research Corp4$212<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,36413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.