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Disclosery

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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,055,890$815M0.72%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,479,795$134M0.01%+557,73213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,895,196$103M0.02%+510,41513F-HRTimelineGroup
LPL Financial LLC1,465,260$79.3M0.03%+110,62113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC704,330$38.1M0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG491,143$26.6M0.01%+46,09713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/443,160$24M<0.01%+5,94313F-HRTimelineGroup
Advisory Services Network, LLC343,460$18.6M0.35%new13F-HRTimeline
NewEdge Advisors, LLC328,568$17.8M0.11%+315,63013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA287,716$15.6M<0.01%+75,42613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC272,452$14.7M<0.01%+152,32013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC269,507$14.6M<0.01%+104,24113F-HRTimelineGroup
D.A. DAVIDSON & CO.235,077$12.7M0.1%+149,75713F-HRTimeline
O'Dell Group, LLC224,809$12.2M2.75%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP223,587$12.1M0.02%+134,94813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC200,134$10.8M0.02%+46,82913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP195,573$10.6M0.01%+26,00613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,652$10.2M0.02%+44,95013F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.159,988$8.66M0.02%+92,02113F-HRTimelineGroup
Cambridge Investment Research Advisors,…155,497$8.42M0.03%+48,85213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS150,000$8.12M0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC147,953$8.01M0.11%+126,28413F-HRTimelineGroup
Virtue Capital Management, LLC125,934$6.82M1.37%-3,57513F-HRTimeline
Cetera Investment Advisers125,922$6.82M0.01%+4,05513F-HRTimeline
SFI Advisors, LLC125,897$6.81M4.78%-4,04913F-HRTimeline
WCG Wealth Advisors LLC121,254$6.56M0.43%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.115,292$6.24M0.21%+1,22813F-HRTimeline
Independent Advisor Alliance112,271$6.08M0.08%new13F-HRTimeline
Janney Montgomery Scott LLC111,137$6.02M0.02%+11,17513F-HRTimeline
TradeWell Securities, LLC.100,328$5.43M2.81%13F-HRTimeline
Secure Asset Management, LLC99,677$5.4M0.82%+1,61513F-HRTimeline
Monument Capital Management98,157$5.31M1.47%-2,82013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,826$4.92M0.01%+40,38913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,898$4.27M0.01%+34,03913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding77,998$4.22M+7,847Timeline
HARBOUR INVESTMENTS, INC.70,907$3.84M0.11%+45,03513F-HRTimeline
NAVELLIER & ASSOCIATES INC67,426$3.65M0.44%+8,36113F-HRTimeline
HighTower Advisors, LLC63,395$3.43M<0.01%+9,15913F-HRTimeline
MML INVESTORS SERVICES, LLC56,790$3.07M0.01%-47213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,633$2.74M<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC50,094$2.71M0.13%+27,55613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,987$2.49M0.07%-1,89513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,795$2.42M<0.01%+16,96313F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC44,477$2.41M0.51%-35813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…43,841$2.37M0.23%new13F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC41,954$2.27M0.9%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41,624$2.25M0.19%new13F-HRTimeline
Proactive Wealth Strategies LLC41,390$2.24M1.17%new13F-HRTimeline
Choice Wealth Advisors LLC41,107$2.23M1.14%-91913F-HRTimeline
Western Wealth Management, LLC41,080$2.22M0.15%+22513F-HR/ATimeline
Plotkin Financial Advisors, LLC34,491$1.87M1.11%-29513F-HRTimeline
Genesee Capital Advisors, LLC33,276$1.8M0.84%new13F-HRTimeline
Peak Planning Group, LLC32,908$1.78M0.74%+13913F-HRTimeline
Pacific Sun Financial Corp32,520$1.76M0.96%-3413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,426$1.65M0.09%new13F-HR/ATimelineGroup
Crumly & Associates Inc.29,101$1.58M0.43%-7,06513F-HRTimeline
Kingsview Wealth Management, LLC28,991$1.57M0.03%+22413F-HRTimeline
Garden State Investment Advisory Servic…28,507$1.54M0.47%+6,88213F-HRTimeline
Cyndeo Wealth Partners, LLC28,272$1.53M0.1%new13F-HRTimeline
Private Advisory Group LLC27,734$1.5M0.17%+89113F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC27,331$1.48M0.06%+713F-HR/ATimeline
Private Advisor Group, LLC26,661$1.44M0.01%+8,11813F-HRTimeline
Sanctuary Advisors, LLC25,139$1.44M0.01%+1,26013F-HRTimeline
Wagner Wealth Management, LLC26,578$1.44M0.37%-17413F-HRTimeline
B. Riley Wealth Advisors, Inc.26,002$1.41M0.05%+20,23013F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.39M1.18%-25,71813F-HRTimeline
Certified Advisory Corp25,626$1.39M0.15%+1,42013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,134$1.36M0.04%-3,00513F-HRTimelineGroup
Jacobi Capital Management LLC24,492$1.33M0.1%-46013F-HRTimeline
TriaGen Wealth Management LLC24,036$1.3M0.44%new13F-HRTimeline
Montis Financial, LLC23,937$1.3M0.4%+1,71713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,689$1.23M0.04%013F-HRTimelineGroup
Summit Financial, LLC22,414$1.21M0.04%+2,43913F-HRTimeline
Atria Investments, Inc21,617$1.17M0.01%+82613F-HRTimeline
HFG Advisors, Inc.21,563$1.17M1.02%new13F-HRTimeline
Ballew Advisors, Inc21,474$1.13M0.72%+213F-HRTimeline
SignalPoint Asset Management, LLC20,142$1.09M0.27%+613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,893$1.08M<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning19,657$1.06M<0.01%-80013F-HRTimelineGroup
IFP Advisors, Inc19,322$1.05M0.03%+8,00413F-HRTimeline
Atria Wealth Solutions, Inc.19,256$1.04M0.01%new13F-HRTimeline
Regal Investment Advisors LLC19,155$1.04M0.08%-6,48113F-HRTimeline
Prospera Financial Services Inc19,104$1.03M0.02%+1,47713F-HRTimeline
Koshinski Asset Management, Inc.19,033$1.03M0.09%-16513F-HRTimeline
Nilsine Partners, LLC18,509$1M0.11%new13F-HRTimeline
World Investment Advisors17,987$974K0.03%+5,47713F-HRTimeline
1858 WEALTH MANAGEMENT, LLC17,940$971K0.77%+51513F-HRTimeline
Davis Investment Partners, LLC18,467$970K0.41%new13F-HRTimeline
MGO ONE SEVEN LLC17,210$932K0.04%-20013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,040$922K0.07%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,876$914K<0.01%+7,82113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,951$863K0.03%-24513F-HRTimelineGroup
DAVENPORT & Co LLC15,928$862K0.01%+4,34213F-HRTimeline
Cutter & CO Brokerage, Inc.15,209$823K0.2%-36813F-HRTimeline
Tudor Financial Inc.15,192$822K0.48%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,856$804K<0.01%+5,72213F-HRTimelineGroup
COMERICA BANK14,814$802K<0.01%-77513F-HR/ATimeline
KKM Financial LLC14,489$784K0.33%+1,15013F-HRTimeline
Vishria Bird Financial Group, LLC14,475$784K0.27%-3613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14,303$774K0.16%+13,40313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,109$764K0.01%-8013F-HRTimelineGroup
GeoWealth Management, LLC13,699$742K0.02%-3,29913F-HRTimeline
MinichMacGregor Wealth Management, LLC12,910$699K0.15%new13F-HRTimeline
Transce3nd, LLC12,718$695K0.24%13F-HRTimeline
OneDigital Investment Advisors LLC12,346$668K0.01%+2,66013F-HRTimeline
HF Advisory Group, LLC12,055$653K0.3%-94613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,760$637K<0.01%+41013F-HRTimelineGroup
Southland Equity Partners LLC11,696$633K0.15%013F-HRTimeline
GPS Wealth Strategies Group, LLC11,126$602K0.08%-61313F-HRTimeline
Mariner, LLCin group Mariner, LLC10,999$595K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,895$590K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,555$571K0.02%+11813F-HRTimeline
Argent Trust Co10,000$541K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,687$524K0.01%+10913F-HRTimelineGroup
MAI Capital Management9,659$523K<0.01%-3713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,618$521K0.01%-91013F-HRTimelineGroup
Geneos Wealth Management Inc.9,356$506K0.02%+3,77813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,235$500K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,694$471K<0.01%+92313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,670$469K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC8,631$467K0.01%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC8,583$465K0.02%new13F-HRTimeline
Global Retirement Partners, LLC8,381$454K0.01%+1,15813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,138$440K0.01%+37413F-HRTimelineGroup
Kovack Advisors, Inc.8,137$440K0.04%new13F-HRTimeline
SeaCrest Wealth Management, LLC7,962$431K0.05%-6113F-HRTimeline
Kesler, Norman & Wride, LLC7,839$424K0.09%-6813F-HRTimeline
Sigma Planning Corp7,782$421K0.01%-9013F-HRTimeline
Financial Advocates Investment Manageme…7,564$409K0.02%+49213F-HRTimeline
PFG Advisors7,344$398K0.02%-2013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,200$390K0.02%-3713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,154$387K0.02%-1,02813F-HRTimeline
Blue Trust, Inc.6,890$373K<0.01%013F-HR/ATimeline
FWG Holdings, LLC6,562$369K0.18%+613F-HRTimeline
Clearwater Capital Advisors, LLC6,729$364K0.04%-1,30713F-HRTimeline
CoreCap Advisors, LLC6,661$361K0.02%-1,01013F-HRTimeline
Steward Partners Investment Advisory, L…6,517$353K<0.01%-81813F-HRTimeline
LexAurum Advisors, LLC6,487$351K0.07%+913F-HRTimeline
TrueWealth Advisors, LLC6,194$335K0.11%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,831$316K<0.01%+26513F-HRTimelineGroup
TFG Advisers LLC5,835$316K0.11%+3113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,478$296K<0.01%new13F-HR/ATimeline
Focus Financial Network, Inc.5,475$296K0.01%-19713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,464$296K0.01%-36813F-HRTimelineGroup
Sargent Investment Group, LLC5,500$291K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,311$287K<0.01%-21,78413F-HRTimelineGroup
Venture Visionary Partners LLC5,200$281K0.01%013F-HR/ATimeline
Morey & Quinn Wealth Partners, LLC5,076$275K0.23%13F-HRTimeline
Nova Wealth Management, Inc.5,045$273K0.24%13F-HRTimeline
Register Financial Advisors LLC5,009$271K0.14%+15013F-HRTimeline
Prime Capital Investment Advisors, LLC4,973$269K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC4,883$264K0.07%-1,19113F-HRTimeline
WMG Financial Advisors, LLC4,725$256K0.11%013F-HRTimeline
Petix & Botte Co4,672$253K0.07%013F-HRTimeline
ROI Financial Advisors, LLC4,662$252K0.17%+1413F-HRTimeline
Huntleigh Advisors, Inc.4,400$238K0.05%13F-HRTimeline
Bison Wealth, LLC4,384$237K0.05%+113F-HRTimeline
Meridian Wealth Management, LLC4,340$235K0.01%+10713F-HRTimeline
Purus Wealth Management, LLC4,315$234K0.09%-6413F-HRTimeline
MTM Investment Management, LLC4,221$228K0.09%013F-HRTimeline
Financial Freedom, LLC4,185$227K0.12%-64013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,185$227K<0.01%-34313F-HRTimelineGroup
IHT Wealth Management, LLC4,141$224K0.01%+2713F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,131$224K0.04%new13F-HRTimelineGroup
Simplicity Wealth,LLC4,110$222K0.05%new13F-HRTimeline
Stonebridge Financial Planning Group, L…4,100$222K0.1%013F-HRTimeline
RFG Advisory, LLC4,080$221K0.01%new13F-HRTimeline
Bellwether Advisors, LLC4,065$220K0.04%013F-HRTimeline
Prasad Wealth Partners, LLC4,063$220K0.07%13F-HRTimeline
Bison Wealth, LLC4,053$219K0.03%13F-HRTimeline
Centerpoint Advisory Group3,920$212K0.21%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,887$210K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC3,828$207K0.03%-15,82413F-HRTimeline
OLD NATIONAL BANCORP /IN/3,785$205K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,733$202K<0.01%-97413F-HRTimelineGroup
FMR LLCin group FMR LLC3,719$201K<0.01%+1,23913F-HRTimelineGroup
REAP Financial Group, LLC3,547$192K0.05%+1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,393$184K<0.01%+95713F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/3,046$165K0.08%013F-HRTimeline
PRIVATE TRUST CO NA2,811$152K0.02%-1,10413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,709$147K<0.01%-17613F-HRTimelineGroup
Parkside Financial Bank & Trust2,700$146K0.02%013F-HRTimeline
Allworth Financial LP2,500$141K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,119$115K<0.01%+39113F-HRTimeline
Farther Finance Advisors, LLC2,044$111K<0.01%-15013F-HRTimeline
AE Wealth Management LLC2,014$109K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,802$97.5K<0.01%+1,77013F-HRTimeline
Founders Financial Alliance, LLC1,696$91.8K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$89K<0.01%-73913F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,551$84K0.04%-23213F-HRTimeline
Tidemark, LLC1,423$77K0.03%+813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,364$77K<0.01%-25513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,356$73.4K<0.01%+19713F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,334$72K0.03%+24813F-HRTimeline
Addison Advisors LLC1,180$63.9K0.02%013F-HRTimeline
Avior Wealth Management, LLC1,010$54.7K<0.01%+113F-HRTimeline
Crews Bank & Trust1,000$54.1K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$48.7K<0.01%-20013F-HRTimeline
Capital Investment Advisory Services, L…741$40.1K<0.01%-15013F-HRTimeline
Sunbelt Securities, Inc.703$38.1K<0.01%013F-HRTimeline