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Disclosery

FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

229 managers (230 13F filers) reported a position in FXO shares at 2025-06-30, 30,475,443 shares in all. 19 filers opened a position and 22 filers sold out during the quarter.

Managers
229
13F filers
230
New
19
Added
72
Reduced
89
Sold out
22
Shares held by filers
30,475,443

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LP13,622,132$764M0.61%-268,42213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,563,615$144M0.01%-129,74713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,322,169$130M0.03%+135,25713F-HRTimelineGroup
LPL Financial LLC1,301,246$72.9M0.02%-151,66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,044,135$58.5M0.02%+64,91813F-HRTimelineGroup
UBS Group AGin group UBS Group AG506,477$28.4M0.01%-14,88613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/494,325$27.7M<0.01%-164,84313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA391,953$22M<0.01%+26,86113F-HR/ATimelineGroup
NewEdge Advisors, LLC387,950$21.7M0.11%+19,00213F-HRTimeline
Vestmark Advisory Solutions, Inc.372,412$20.9M0.3%+145,28013F-HRTimeline
NewSquare Capital LLC367,834$20.6M1.53%-3,23113F-HRTimeline
Advisory Services Network, LLC351,062$20M0.32%+71513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,983$18.4M<0.01%+9,08013F-HRTimelineGroup
O'Dell Group, LLC296,450$16.6M4.15%-55,99213F-HRTimeline
Cambridge Investment Research Advisors,…296,337$16.6M0.05%+162,26713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,559$14.8M0.01%-15,41913F-HRTimelineGroup
Nilsine Partners, LLC255,384$14.3M1.45%-50,84413F-HRTimeline
D.A. DAVIDSON & CO.251,881$14.1M0.1%-14,29113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC242,517$13.6M0.02%+7,69613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC211,051$11.8M0.15%+49,59913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.197,351$11.1M0.02%+69,17313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding187,967$10.5M-96,926Timeline
Janney Montgomery Scott LLC177,400$9.95M0.03%-2,93513F-HRTimeline
Summit Financial, LLC162,813$9.13M0.21%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.160,373$8.99M0.23%+4,02313F-HRTimeline
Cetera Investment Advisers136,627$7.66M0.01%-6,13213F-HRTimeline
Virtue Capital Management, LLC130,255$7.3M1.34%-9,03213F-HRTimeline
SFI Advisors, LLC117,997$6.61M4.58%-5,03113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,062$6.56M0.01%-117,89213F-HRTimelineGroup
WCG Wealth Advisors LLC116,260$6.52M0.42%+11,79213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC108,730$6.1M<0.01%+58,73013F-HRTimelineGroup
TradeWell Securities, LLC.106,831$5.99M2.86%+3,42613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,274$5.73M0.01%-97,31213F-HRTimelineGroup
Monument Capital Management95,578$5.36M1.4%+38113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…94,188$5.28M0.01%+3,20613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC91,489$5.13M0.01%+4,00913F-HRTimeline
World Investment Advisors89,664$5.03M0.11%+2,94213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP83,400$4.68M0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding72,825$4.08M+1,144Timeline
HighTower Advisors, LLC68,289$3.83M<0.01%-3,27413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …67,009$3.76M0.05%-7,84713F-HRTimelineGroup
CWM, LLCin group CWM, LLC64,208$3.6M0.01%-13,84813F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC61,539$3.45M0.6%+5,00213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC53,845$3.02M0.11%+26,75213F-HRTimeline
Private Advisor Group, LLC47,250$2.65M0.01%-3,39213F-HRTimeline
B. Riley Wealth Advisors, Inc.43,387$2.43M0.12%+3,06013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC41,954$2.35M0.88%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC41,674$2.34M0.45%-87513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…41,167$2.31M0.22%-53113F-HRTimelineGroup
Proactive Wealth Strategies LLC40,773$2.29M1.08%+11613F-HRTimeline
Choice Wealth Advisors LLC40,601$2.28M1.03%013F-HRTimeline
TriaGen Wealth Management LLC40,261$2.26M0.68%+18,31513F-HRTimeline
Prospera Financial Services Inc40,088$2.25M0.04%+21,37913F-HRTimeline
Western Wealth Management, LLC37,991$2.13M0.13%-66113F-HRTimeline
Garden State Investment Advisory Servic…35,317$1.98M0.54%-1,13013F-HRTimeline
Plotkin Financial Advisors, LLC33,816$1.9M1.05%-46613F-HRTimeline
Genesee Capital Advisors, LLC33,214$1.86M0.83%+54913F-HRTimeline
Pacific Sun Financial Corp32,630$1.83M0.96%+7113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,371$1.81M0.09%+1,13413F-HRTimelineGroup
Kingsview Wealth Management, LLC31,312$1.76M0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC30,308$1.7M0.1%-2,45813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,013$1.63M0.04%+2,02813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,745$1.6M<0.01%+2,84413F-HRTimelineGroup
Crumly & Associates Inc.28,324$1.59M0.39%-8313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,001$1.46M0.12%+1813F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.44M1.16%013F-HRTimeline
Wagner Wealth Management, LLC25,337$1.42M0.32%-1,50513F-HRTimeline
IFP Advisors, Inc25,012$1.4M0.04%-14713F-HRTimeline
Atria Investments, Inc24,814$1.39M0.02%-24313F-HRTimeline
Certified Advisory Corp24,602$1.38M0.14%-1,47913F-HRTimeline
Jacobi Capital Management LLC24,378$1.37M0.09%-12913F-HRTimeline
Sanctuary Advisors, LLC23,666$1.33M0.01%-28013F-HRTimeline
Farther Finance Advisors, LLC23,093$1.29M0.03%+1,20113F-HRTimeline
Davis Investment Partners, LLC22,623$1.28M0.46%+46313F-HRTimeline
Atria Wealth Solutions, Inc.22,581$1.27M0.03%+1,74213F-HRTimeline
Montis Financial, LLC22,188$1.24M0.35%-3,73113F-HRTimeline
HFG Advisors, Inc.21,266$1.19M0.94%+9213F-HRTimeline
Ballew Advisors, Inc20,826$1.19M0.71%-9913F-HRTimeline
Koshinski Asset Management, Inc.19,733$1.11M0.08%+97913F-HRTimeline
1858 WEALTH MANAGEMENT, LLC19,283$1.08M0.8%+95513F-HRTimeline
Apeiron RIA LLC19,211$1.08M0.28%+1,17713F-HRTimeline
Regal Investment Advisors LLC19,155$1.07M0.08%013F-HRTimeline
DAVENPORT & Co LLC18,694$1.05M0.01%+1,75113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18,146$1.02M0.13%+1,89513F-HRTimeline
J.W. COLE ADVISORS, INC.17,990$1.01M0.02%+29213F-HRTimeline
MGO ONE SEVEN LLC17,585$986K0.03%-12013F-HRTimeline
Creative Planningin group Creative Planning16,696$936K<0.01%-1,09813F-HRTimelineGroup
COMERICA BANK15,890$891K<0.01%-46213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,805$886K0.05%-65713F-HRTimelineGroup
Integrated Wealth Concepts LLC15,727$882K0.01%-1,59113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,735$826K0.01%-57113F-HRTimelineGroup
Vishria Bird Financial Group, LLC14,475$811K0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,155$794K<0.01%-93,67613F-HRTimelineGroup
OneDigital Investment Advisors LLC14,039$787K0.01%+2113F-HRTimeline
Quantum Portfolio Management LLC13,952$782K0.37%+4,43113F-HRTimeline
Tudor Financial Inc.13,432$753K0.43%-3,08713F-HRTimeline
KKM Financial LLC12,909$724K0.25%-2,30913F-HRTimeline
MinichMacGregor Wealth Management, LLC12,713$713K0.15%+40713F-HRTimeline
GPS Wealth Strategies Group, LLC12,529$702K0.08%+1,58913F-HRTimeline
RPg Family Wealth Advisory, LLC12,444$698K0.19%-20813F-HRTimeline
Realta Investment Advisors12,323$691K0.27%+89913F-HRTimeline
Mariner, LLCin group Mariner, LLC11,872$666K<0.01%+87313F-HRTimelineGroup
Southland Equity Partners LLC11,696$656K0.14%013F-HRTimeline
HF Advisory Group, LLC11,556$648K0.26%+14613F-HRTimeline
Geneos Wealth Management Inc.10,750$603K0.01%-10,38413F-HRTimeline
LANARK FINANCIAL, INC.10,603$594K0.05%-71013F-HRTimeline
BLAIR WILLIAM & CO/IL10,095$566K<0.01%013F-HRTimeline
Argent Trust Co10,000$561K0.02%013F-HRTimeline
Global Retirement Partners, LLC9,873$553K0.01%13F-HRTimeline
MAI Capital Management9,665$542K<0.01%-2713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,590$538K0.01%+313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,452$530K0.01%-18613F-HRTimelineGroup
TrueWealth Advisors, LLC9,270$520K0.15%+63613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,023$506K<0.01%-62,10413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,925$500K<0.01%-6013F-HR/ATimelineGroup
Transce3nd, LLC8,597$482K0.2%-1,29913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,533$478K<0.01%+30713F-HRTimelineGroup
Sigma Planning Corp8,453$474K0.01%+92713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,125$455K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC7,951$446K0.08%-25413F-HRTimeline
CENTAURUS FINANCIAL, INC.7,877$442K0.03%+10913F-HRTimeline
Focus Financial Network, Inc.7,594$426K0.02%-1,27613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,561$424K0.01%-48013F-HRTimelineGroup
PFG Advisors7,468$419K0.02%+1013F-HRTimeline
Leelyn Smith, LLC7,222$405K0.07%-56913F-HRTimeline
Kesler, Norman & Wride, LLC7,157$401K0.07%-16313F-HRTimeline
Blue Trust, Inc.6,890$386K<0.01%013F-HRTimeline
FWG Holdings, LLC6,570$372K0.18%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,503$372K<0.01%+56813F-HRTimeline
Kovack Advisors, Inc.6,587$369K0.04%-75313F-HRTimeline
Financial Advocates Investment Manageme…6,502$365K0.03%-90313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,485$364K0.01%-38913F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,478$363K0.03%-22113F-HRTimeline
LexAurum Advisors, LLC6,037$338K0.05%-39413F-HRTimeline
CoreCap Advisors, LLC6,020$337K0.01%-33113F-HRTimeline
TFG Advisers LLC5,879$330K0.11%+2013F-HRTimeline
Claro Advisors Inc.5,773$324K0.05%+36013F-HRTimeline
Sargent Investment Group, LLC5,500$312K0.04%013F-HRTimeline
TRUST CO OF OKLAHOMA5,283$296K0.09%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,281$296K0.01%-18313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,253$294K0.01%-26613F-HRTimeline
Venture Visionary Partners LLC5,200$292K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,015$281K<0.01%-12513F-HRTimeline
Register Financial Advisors LLC5,010$281K0.12%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,010$281K0.22%-3613F-HRTimeline
Steward Partners Investment Advisory, L…4,929$276K<0.01%-85313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,858$272K<0.01%+65313F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC4,858$272K<0.01%+1,63713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,740$266K<0.01%-5,08013F-HRTimelineGroup
WMG Financial Advisors, LLC4,725$265K0.1%013F-HRTimeline
Nova Wealth Management, Inc.4,710$264K0.19%+1913F-HRTimeline
Petix & Botte Co4,672$262K0.06%013F-HRTimeline
CX Institutional4,585$257K0.01%-14,67813F-HR/ATimeline
ROI Financial Advisors, LLC4,516$253K0.16%+16013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,436$249K<0.01%-30013F-HRTimelineGroup
QTR Family Wealth, LLC4,336$243K0.15%013F-HRTimeline
IHT Wealth Management, LLC4,319$242K0.01%+16113F-HRTimeline
Purus Wealth Management, LLC4,275$240K0.08%-4013F-HR/ATimeline
MTM Investment Management, LLC4,221$237K0.08%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,200$235K0.02%+70013F-HRTimelineGroup
FMR LLCin group FMR LLC4,160$233K<0.01%-29913F-HRTimelineGroup
Meridian Wealth Management, LLC4,074$228K0.01%013F-HRTimeline
Bellwether Advisors, LLC4,065$228K0.04%013F-HRTimeline
Balboa Wealth Partners4,058$227K0.05%new13F-HRTimeline
Centerpoint Advisory Group3,920$220K0.19%013F-HRTimeline
&PARTNERS3,910$219K<0.01%new13F-HRTimeline
Richmond Investment Services, LLC3,908$219K0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,877$217K<0.01%-18,01013F-HRTimelineGroup
Coppell Advisory Solutions LLC3,835$213K0.03%new13F-HR/ATimeline
OLD NATIONAL BANCORP /IN/3,785$212K<0.01%013F-HRTimeline
Huntleigh Advisors, Inc.3,734$209K0.04%-66613F-HRTimeline
Stonebridge Financial Planning Group, L…3,700$207K0.09%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,680$206K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC3,672$206K0.03%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,624$203K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,583$201K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,237$181K<0.01%-9,53813F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/3,046$171K0.08%013F-HRTimeline
Parkside Financial Bank & Trust2,700$151K0.02%013F-HRTimeline
Allworth Financial LP2,500$140K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,483$139K<0.01%+8713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,802$101K<0.01%013F-HRTimeline
REAP Financial Group, LLC1,794$101K0.02%-1,15913F-HRTimeline
AE Wealth Management LLC1,756$98.5K<0.01%-25413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,734$97.2K<0.01%-1213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,714$96.1K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$92.2K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,566$87.8K0.04%+413F-HRTimeline
PRIVATE TRUST CO NA1,390$77.9K0.01%+33013F-HRTimeline
Addison Advisors LLC1,180$66.2K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,121$64.8K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,150$64.5K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,136$63.7K<0.01%-36413F-HRTimelineGroup
MOTCO1,100$62.7K0.01%new13F-HRTimeline
Hurley Capital, LLC1,017$57K0.04%-2513F-HRTimeline
Crews Bank & Trust1,000$56.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV995$55.8K<0.01%new13F-HRTimeline
Financial Freedom, LLC964$54K0.03%-3,23513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC900$50.5K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/898$50K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.