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FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

220 managers (222 13F filers) reported a position in FXO shares at 2026-03-31, 11,777,931 shares in all. 16 filers opened a position and 36 filers sold out during the quarter.

Managers
220
13F filers
222
New
16
Added
67
Reduced
91
Sold out
36
Shares held by filers
11,777,931

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Monetary Solutions, Ltd250$14K0.01%013F-HRTimeline
Bank & Trust Co181$10.2K0.01%013F-HRTimeline
Benson Wealth Management INC127$7.14K0.01%013F-HRTimeline
TSFG, LLC127$7K<0.01%013F-HRTimeline
Caitlin John, LLC116$6.52K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.105$5.9K<0.01%013F-HRTimeline
NFSG Corp98$5.51K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.82$4.63K<0.01%013F-HRTimeline
Larson Financial Group LLC77$4.33K<0.01%013F-HRTimeline
Park Square Financial Group, LLC64$3.6K0.03%013F-HRTimeline
Pacific Center for Financial Services60$3.37K<0.01%new13F-HRTimeline
Key Financial Inc53$2.98K<0.01%013F-HRTimeline
Caldwell Trust Co50$2.81K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc42$2.49K<0.01%013F-HRTimeline
WHITTIER TRUST CO35$1.99K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC32$1.8K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC25$1.41K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23$1.3K<0.01%013F-HRTimelineGroup
Realta Investment Advisors1$47<0.01%-12,51613F-HRTimeline