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Disclosery

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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,890,554$736M0.65%-1,165,33613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,693,362$143M0.01%+213,56713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,186,912$116M0.03%+291,71613F-HRTimelineGroup
LPL Financial LLC1,452,909$77M0.03%-12,35113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC979,217$51.9M0.02%+274,88713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/659,168$34.9M<0.01%+216,00813F-HRTimelineGroup
UBS Group AGin group UBS Group AG521,363$27.6M0.01%+30,22013F-HRTimelineGroup
NewSquare Capital LLC371,065$19.7M1.6%new13F-HRTimeline
NewEdge Advisors, LLC368,948$19.6M0.12%+40,38013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA365,092$19.3M<0.01%+77,37613F-HR/ATimelineGroup
O'Dell Group, LLC352,442$18.7M4.84%+127,63313F-HRTimeline
Advisory Services Network, LLC350,347$18.6M0.36%+6,88713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC319,903$17M<0.01%+50,39613F-HRTimelineGroup
Nilsine Partners, LLC306,228$16.2M1.78%+287,71913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding284,893$15.1M+12,441Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP278,978$14.8M0.02%+83,40513F-HRTimelineGroup
D.A. DAVIDSON & CO.266,172$14.1M0.11%+31,09513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.234,954$12.5M0.02%+74,96613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC234,821$12.4M0.02%+34,68713F-HRTimeline
Vestmark Advisory Solutions, Inc.227,132$12M0.31%+111,84013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP199,586$10.6M0.02%-24,00113F-HRTimelineGroup
Janney Montgomery Scott LLC180,335$9.56M0.03%+69,19813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC161,452$8.56M0.12%+13,49913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.156,350$8.29M0.24%+85,44313F-HRTimeline
Cetera Investment Advisers142,759$7.57M0.01%+16,83713F-HRTimeline
Virtue Capital Management, LLC139,287$7.38M0.86%+13,35313F-HRTimeline
Cambridge Investment Research Advisors,…134,070$7.11M0.02%-21,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,178$6.8M0.02%-60,47413F-HRTimelineGroup
SFI Advisors, LLC123,028$6.52M4.82%-2,86913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…107,831$5.72M0.01%+102,52013F-HRTimelineGroup
WCG Wealth Advisors LLC104,468$5.54M0.42%-16,78613F-HR/ATimeline
TradeWell Securities, LLC.103,405$5.48M3.02%+3,07713F-HRTimeline
Monument Capital Management95,197$5.05M1.55%-2,96013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,982$4.82M0.01%+15613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC87,480$4.64M0.02%+30,69013F-HRTimeline
World Investment Advisors86,722$4.6M0.12%+68,73513F-HRTimeline
CWM, LLCin group CWM, LLC78,056$4.14M0.02%+61,18013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …74,856$3.97M0.06%+65,62113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding71,681$3.8M-6,317Timeline
HighTower Advisors, LLC71,563$3.79M0.01%+8,16813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,127$3.77M<0.01%+26,33213F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC56,537$3M0.59%new13F-HRTimeline
Private Advisor Group, LLC50,642$2.68M0.02%+23,98113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$2.65M<0.01%-63313F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.65M<0.01%-100,00013F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC42,549$2.26M0.47%-1,92813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC41,954$2.22M0.93%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…41,698$2.21M0.23%-2,14313F-HRTimelineGroup
Proactive Wealth Strategies LLC40,657$2.15M1.15%-73313F-HRTimeline
Choice Wealth Advisors LLC40,601$2.15M1.12%-50613F-HRTimeline
B. Riley Wealth Advisors, Inc.40,327$2.14M0.06%+14,32513F-HRTimeline
Western Wealth Management, LLC38,652$2.05M0.14%-2,42813F-HRTimeline
Garden State Investment Advisory Servic…36,447$1.93M0.62%+7,94013F-HRTimeline
Plotkin Financial Advisors, LLC34,282$1.82M1.12%-20913F-HRTimeline
Peak Planning Group, LLC33,026$1.75M0.74%+11813F-HRTimeline
Cyndeo Wealth Partners, LLC32,766$1.74M0.11%+4,49413F-HRTimeline
Genesee Capital Advisors, LLC32,665$1.73M0.87%-61113F-HRTimeline
Pacific Sun Financial Corp32,559$1.73M0.98%+3913F-HRTimeline
Kingsview Wealth Management, LLC31,312$1.66M0.03%+2,32113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,237$1.66M0.09%+81113F-HR/ATimelineGroup
Crumly & Associates Inc.28,407$1.51M0.42%-69413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC27,093$1.44M0.06%-23813F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,985$1.43M0.04%+1,85113F-HRTimelineGroup
Wagner Wealth Management, LLC26,842$1.42M0.35%+26413F-HRTimeline
Certified Advisory Corp26,081$1.38M0.16%+45513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,983$1.38M0.12%-15,64113F-HRTimeline
Montis Financial, LLC25,919$1.37M0.4%+1,98213F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.36M1.2%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,901$1.36M<0.01%+11,04513F-HR/ATimelineGroup
IFP Advisors, Inc25,159$1.33M0.04%+5,83713F-HRTimeline
Atria Investments, Inc25,057$1.33M0.02%+3,44013F-HRTimeline
Jacobi Capital Management LLC24,507$1.3M0.1%+1513F-HRTimeline
Sanctuary Advisors, LLC23,946$1.27M0.01%-1,19313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,689$1.2M0.04%013F-HRTimelineGroup
TriaGen Wealth Management LLC21,946$1.16M0.41%-2,09013F-HRTimeline
Farther Finance Advisors, LLC21,892$1.16M0.03%+19,84813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,887$1.16M0.03%-24,10013F-HRTimelineGroup
HFG Advisors, Inc.21,174$1.12M0.96%-38913F-HRTimeline
Geneos Wealth Management Inc.21,134$1.12M0.02%+11,77813F-HRTimeline
Atria Wealth Solutions, Inc.20,839$1.1M0.01%+1,58313F-HRTimeline
Davis Investment Partners, LLC22,160$1.08M0.48%+3,69313F-HRTimeline
CX Institutional19,263$1.02M0.04%new13F-HRTimeline
Regal Investment Advisors LLC19,155$1.02M0.08%013F-HRTimeline
Ballew Advisors, Inc20,925$1.01M0.68%-54913F-HRTimeline
Koshinski Asset Management, Inc.18,754$994K0.08%-27913F-HRTimeline
Prospera Financial Services Inc18,709$992K0.02%-39513F-HRTimeline
1858 WEALTH MANAGEMENT, LLC18,328$971K0.82%+38813F-HRTimeline
Apeiron RIA LLC18,034$956K0.29%new13F-HRTimeline
Creative Planningin group Creative Planning17,794$943K<0.01%-1,86313F-HRTimelineGroup
MGO ONE SEVEN LLC17,705$938K0.04%+49513F-HRTimeline
J.W. COLE ADVISORS, INC.17,698$938K0.03%+7,14313F-HRTimeline
Integrated Wealth Concepts LLC17,318$918K0.01%+8,68713F-HRTimeline
DAVENPORT & Co LLC16,943$898K0.01%+1,01513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,462$887K0.04%+51113F-HRTimelineGroup
Tudor Financial Inc.16,519$875K0.53%+1,32713F-HRTimeline
COMERICA BANK16,352$867K<0.01%+1,53813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16,251$861K0.14%+1,94813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,987$847K0.08%-1,05313F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,306$811K0.01%+1,19713F-HRTimelineGroup
Cutter & CO Brokerage, Inc.15,246$808K0.19%+3713F-HRTimeline
KKM Financial LLC15,218$807K0.34%+72913F-HRTimeline
PLANNING DIRECTIONS INC14,699$779K0.33%new13F-HRTimeline
Vishria Bird Financial Group, LLC14,475$767K0.26%013F-HRTimeline
OneDigital Investment Advisors LLC14,018$743K0.01%+1,67213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,775$677K0.02%+9,38213F-HRTimelineGroup
RPg Family Wealth Advisory, LLC12,652$671K0.19%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC12,306$652K0.15%-60413F-HRTimeline
Southland Equity Partners LLC11,696$620K0.14%013F-HRTimeline
Realta Investment Advisors11,424$605K0.28%+11,05913F-HRTimeline
HF Advisory Group, LLC11,410$605K0.26%-64513F-HRTimeline
LANARK FINANCIAL, INC.11,313$599K0.05%+11,29913F-HRTimeline
Private Advisory Group LLC11,159$591K0.07%-16,57513F-HRTimeline
Mariner, LLCin group Mariner, LLC10,999$583K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC10,940$580K0.08%-18613F-HRTimeline
BLAIR WILLIAM & CO/IL10,095$535K<0.01%-80013F-HRTimeline
Argent Trust Co10,000$530K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,820$520K<0.01%+1,15013F-HRTimelineGroup
MAI Capital Management9,692$514K<0.01%+3313F-HRTimeline
Transce3nd, LLC9,896$513K0.23%-2,82213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,638$510K0.01%+2013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,587$508K0.01%-10013F-HRTimelineGroup
Quantum Portfolio Management LLC9,521$505K0.26%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,985$476K<0.01%-2,77513F-HRTimelineGroup
Focus Financial Network, Inc.8,870$470K0.02%+3,39513F-HRTimeline
TrueWealth Advisors, LLC8,634$458K0.15%+2,44013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,226$436K<0.01%-46813F-HRTimelineGroup
Gateway Wealth Partners, LLC8,205$435K0.1%+3,32213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,041$426K0.01%-9713F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,981$423K0.05%+1913F-HRTimeline
Leelyn Smith, LLC7,791$413K0.07%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.7,768$412K0.02%+61413F-HRTimeline
Sigma Planning Corp7,526$399K0.01%-25613F-HRTimeline
PFG Advisors7,458$395K0.02%+11413F-HRTimeline
Financial Advocates Investment Manageme…7,405$392K0.03%-15913F-HRTimeline
Kovack Advisors, Inc.7,340$389K0.04%-79713F-HRTimeline
Kesler, Norman & Wride, LLC7,320$388K0.07%-51913F-HRTimeline
Blue Trust, Inc.6,890$365K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,874$364K0.01%-32613F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,699$355K0.03%-3013F-HRTimeline
LexAurum Advisors, LLC6,431$341K0.07%-5613F-HRTimeline
CoreCap Advisors, LLC6,351$337K0.01%-31013F-HRTimeline
FWG Holdings, LLC6,566$335K0.17%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,935$315K<0.01%+45713F-HRTimeline
TFG Advisers LLC5,859$311K0.11%+2413F-HRTimeline
Steward Partners Investment Advisory, L…5,782$306K<0.01%-73513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,464$296K0.01%013F-HRTimelineGroup
Verition Fund Management LLC5,519$293K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,519$293K0.01%-3,06413F-HRTimeline
Sargent Investment Group, LLC5,500$292K0.05%013F-HRTimeline
Claro Advisors Inc.5,413$287K0.04%new13F-HRTimeline
TRUST CO OF OKLAHOMA5,283$280K0.1%new13F-HRTimeline
Venture Visionary Partners LLC5,200$276K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,140$272K<0.01%+16713F-HRTimeline
HRT FINANCIAL LP5,107$270K<0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,046$267K0.22%-3013F-HRTimeline
Register Financial Advisors LLC5,010$266K0.14%+113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,736$251K<0.01%-15,15713F-HRTimelineGroup
WMG Financial Advisors, LLC4,725$250K0.11%013F-HRTimeline
Nova Wealth Management, Inc.4,691$249K0.21%-35413F-HR/ATimeline
Petix & Botte Co4,672$248K0.07%013F-HRTimeline
FMR LLCin group FMR LLC4,459$236K<0.01%+74013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,444$236K<0.01%-74,45413F-HR/ATimelineGroup
Huntleigh Advisors, Inc.4,400$233K0.05%013F-HR/ATimeline
Good Life Advisors, LLC4,384$232K0.02%new13F-HRTimeline
ROI Financial Advisors, LLC4,356$231K0.17%-30613F-HRTimeline
QTR Family Wealth, LLC4,336$230K0.17%13F-HRTimeline
Purus Wealth Management, LLC4,315$229K0.1%013F-HRTimeline
MTM Investment Management, LLC4,221$224K0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,205$223K<0.01%+2013F-HRTimelineGroup
Financial Freedom, LLC4,199$223K0.13%+1413F-HRTimeline
IHT Wealth Management, LLC4,158$220K0.01%+1713F-HRTimeline
Meridian Wealth Management, LLC4,074$216K0.01%-26613F-HRTimeline
Bellwether Advisors, LLC4,065$215K0.05%013F-HRTimeline
Trexquant Investment LP4,035$214K<0.01%new13F-HRTimeline
Centerpoint Advisory Group3,920$208K0.2%013F-HRTimeline
Prasad Wealth Partners, LLC3,844$204K0.07%-21913F-HRTimeline
OLD NATIONAL BANCORP /IN/3,785$201K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,500$186K0.02%-1,00013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,221$171K<0.01%-51213F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/3,046$161K0.08%013F-HRTimeline
REAP Financial Group, LLC2,953$156K0.04%-59413F-HRTimeline
Parkside Financial Bank & Trust2,700$143K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,396$127K<0.01%-31313F-HRTimelineGroup
Allworth Financial LP2,500$127K<0.01%013F-HRTimeline
AE Wealth Management LLC2,010$107K<0.01%-413F-HRTimeline
Aptus Capital Advisors, LLC1,802$95.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,747$92.6K0.02%+5113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,746$92.5K<0.01%-37313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$87.2K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,562$82.8K0.05%+1113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,500$79.5K<0.01%+1,13613F-HRTimelineGroup
Addison Advisors LLC1,180$62.5K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,150$61K<0.01%-20613F-HRTimelineGroup
PRIVATE TRUST CO NA1,060$56.2K0.01%-1,75113F-HRTimeline
Hurley Capital, LLC1,042$55.2K0.04%new13F-HRTimeline
Crews Bank & Trust1,000$53K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/898$48K0.03%-43613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$47.7K<0.01%013F-HRTimeline
Arax Advisory Partners858$45.5K<0.01%new13F-HRTimeline
Tidemark, LLC828$43.9K0.02%-59513F-HRTimeline