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Disclosery

FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

243 managers (245 13F filers) reported a position in FXO shares at 2025-12-31, 28,452,654 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
243
13F filers
245
New
24
Added
65
Reduced
98
Sold out
10
Shares held by filers
28,452,654

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hurley Capital, LLC1,017$61.4K0.03%013F-HRTimeline
Crews Bank & Trust1,000$60.4K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/898$54K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$48.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd746$45K<0.01%+67913F-HRTimeline
Sunbelt Securities, Inc.716$43.2K<0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…702$42.4K<0.01%-5013F-HRTimeline
Arax Advisory Partners696$42K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.631$38.1K0.03%13F-HRTimeline
ALERUS FINANCIAL NA628$37.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…604$36.5K<0.01%new13F-HRTimelineGroup
Tidemark, LLC581$35K0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…565$34.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC552$33.3K<0.01%+7813F-HRTimelineGroup
Keating Financial Advisory Services, In…529$31.9K<0.01%13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC500$30.2K0.02%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …429$26.6K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT420$25.3K<0.01%013F-HRTimeline
MCF Advisors LLC400$24.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA330$19.9K<0.01%-1,42013F-HRTimeline
Aventura Private Wealth, LLC304$18.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$18.1K<0.01%013F-HRTimeline
Monetary Solutions, Ltd250$15.1K0.01%13F-HRTimeline
Luminist Capital LLC244$14.7K0.02%013F-HRTimeline
Bank & Trust Co181$10.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC168$10.1K0.01%-14,92913F-HRTimeline
TSFG, LLC127$8K<0.01%+113F-HRTimeline
Benson Wealth Management INC127$7.66K0.01%13F-HRTimeline
Caitlin John, LLC116$7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.105$6.34K<0.01%-10513F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$6K<0.01%013F-HRTimeline
NFSG Corp98$5.91K<0.01%013F-HRTimeline
RMG Wealth Management LLC50$5.77K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC88$5.31K<0.01%-1,66313F-HRTimeline
DHJJ Financial Advisors, Ltd.82$4.97K<0.01%-313F-HRTimeline
Larson Financial Group LLC77$4.65K<0.01%013F-HRTimeline
Park Square Financial Group, LLC64$3.46K0.02%013F-HRTimeline
Key Financial Inc53$3.2K<0.01%013F-HRTimeline
Caldwell Trust Co50$3.02K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc42$2.55K<0.01%new13F-HRTimeline
WHITTIER TRUST CO35$2.17K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23$1.39K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC22$1.33K<0.01%new13F-HRTimeline