Skip to content
Disclosery

FXO FIRST TR EXCHANGE-TRADED FD

Follow

FINLS ALPHADEX (fund)

221 managers (221 13F filers) reported a position in FXO shares at 2025-09-30, 29,732,017 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
221
13F filers
221
New
12
Added
74
Reduced
91
Sold out
17
Shares held by filers
29,732,017

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LP13,229,820$786M0.58%-392,31213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,528,587$150M0.01%-35,02813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,455,998$146M0.03%+133,82913F-HRTimelineGroup
LPL Financial LLC1,291,497$76.7M0.02%-9,74913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,137,366$67.5M0.02%+93,23113F-HRTimelineGroup
UBS Group AGin group UBS Group AG494,806$29.4M0.01%-11,67113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/477,775$28.4M<0.01%-16,55013F-HR/ATimelineGroup
NewEdge Advisors, LLC375,845$22.3M0.1%-12,10513F-HRTimeline
NewSquare Capital LLC362,617$21.5M1.46%-5,21713F-HRTimeline
Nilsine Partners, LLC348,722$20.7M1.86%+93,33813F-HRTimeline
Advisory Services Network, LLC348,077$20.7M0.3%-2,98513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC323,795$19.2M<0.01%-5,18813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,222$18.8M<0.01%-74,73113F-HRTimelineGroup
O'Dell Group, LLC303,770$18M3.87%+7,32013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP287,635$17.1M0.02%+24,07613F-HRTimelineGroup
D.A. DAVIDSON & CO.256,472$15.2M0.1%+4,59113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC218,857$13M0.02%-23,66013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,216$11.9M0.02%+1,86513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC190,358$11.3M0.13%-20,69313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.180,388$10.7M0.2%-192,02413F-HRTimeline
Janney Montgomery Scott LLC179,498$10.7M0.03%+2,09813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC166,962$9.92M<0.01%-21,00513F-HRTimelineGroup
Summit Financial, LLC164,551$9.77M0.15%+1,73813F-HRTimeline
Cetera Investment Advisers133,991$7.96M0.01%-2,63613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC132,760$7.88M0.27%+78,91513F-HRTimeline
HARBOUR INVESTMENTS, INC.131,624$7.82M0.18%-28,74913F-HRTimeline
Cambridge Investment Research Advisors,…127,103$7.55M0.02%-169,23413F-HRTimeline
TradeWell Securities, LLC.119,085$6.99M2.94%+12,25413F-HRTimeline
SFI Advisors, LLC116,140$6.9M4.39%-1,85713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.113,905$6.76M0.01%-3,15713F-HRTimelineGroup
WCG Wealth Advisors LLC105,030$6.24M0.39%-11,23013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP104,500$6.21M0.01%+21,10013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,518$5.79M0.01%-4,75613F-HRTimelineGroup
World Investment Advisors96,574$5.74M0.12%+6,91013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,998$5.58M0.01%-19013F-HRTimelineGroup
Monument Capital Management88,639$5.26M1.32%-6,93913F-HRTimeline
MML INVESTORS SERVICES, LLC75,956$4.51M0.01%-15,53313F-HRTimeline
HighTower Advisors, LLC70,020$4.16M<0.01%+1,73113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,617$3.96M0.05%-39213F-HRTimelineGroup
CWM, LLCin group CWM, LLC65,915$3.92M0.01%+1,70713F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC62,689$3.72M0.57%+1,15013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding57,170$3.4M-15,655Timeline
Private Advisor Group, LLC51,071$3.03M0.01%+3,82113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$2.97M<0.01%-58,73013F-HRTimelineGroup
Prospera Financial Services Inc44,492$2.65M0.05%+4,40413F-HRTimeline
B. Riley Wealth Advisors, Inc.41,550$2.47M0.12%-1,83713F-HRTimeline
Proactive Wealth Strategies LLC40,589$2.41M1.04%-18413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC40,478$2.4M0.4%-1,19613F-HRTimeline
Sigma Planning Corp40,187$2.39M0.07%+31,73413F-HRTimeline
Choice Wealth Advisors LLC40,141$2.38M1.02%-46013F-HRTimeline
TriaGen Wealth Management LLC39,383$2.34M0.61%-87813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…38,792$2.3M0.19%-2,37513F-HRTimelineGroup
Western Wealth Management, LLC37,860$2.25M0.12%-13113F-HRTimeline
Plotkin Financial Advisors, LLC33,733$2M0.99%-8313F-HRTimeline
Genesee Capital Advisors, LLC33,344$1.98M0.86%+13013F-HRTimeline
Garden State Investment Advisory Servic…33,308$1.98M0.5%-2,00913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,293$1.92M<0.01%+3,54813F-HRTimelineGroup
Pacific Sun Financial Corp31,425$1.87M0.9%-1,20513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,327$1.86M0.08%-1,04413F-HRTimelineGroup
Kingsview Wealth Management, LLC31,313$1.86M0.03%+113F-HRTimeline
1858 WEALTH MANAGEMENT, LLC30,863$1.83M1.29%+11,58013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC30,415$1.81M0.62%-11,53913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,362$1.8M0.04%+1,34913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC29,337$1.74M0.1%-97113F-HRTimeline
NAVELLIER & ASSOCIATES INC28,565$1.7M0.17%new13F-HRTimeline
Crumly & Associates Inc.27,294$1.62M0.35%-1,03013F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.53M1.12%013F-HRTimeline
Quantum Portfolio Management LLC25,656$1.52M0.45%+11,70413F-HRTimeline
Wagner Wealth Management, LLC25,167$1.49M0.35%-17013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,001$1.47M0.12%013F-HRTimeline
Certified Advisory Corp24,317$1.44M0.14%-28513F-HRTimeline
IFP Advisors, Inc24,107$1.43M0.04%-90513F-HR/ATimeline
Sanctuary Advisors, LLC23,568$1.4M0.01%-9813F-HR/ATimeline
Jacobi Capital Management LLC23,567$1.4M0.09%-81113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,315$1.38M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC23,069$1.37M0.02%-2413F-HRTimeline
Davis Investment Partners, LLC23,235$1.36M0.47%+61213F-HRTimeline
Ballew Advisors, Inc21,727$1.27M0.71%+90113F-HRTimeline
HFG Advisors, Inc.21,332$1.27M0.93%+6613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,547$1.22M<0.01%+6,39213F-HRTimelineGroup
Regal Investment Advisors LLC19,155$1.14M0.07%013F-HRTimeline
TRUST CO OF OKLAHOMA18,942$1.12M0.33%+13,65913F-HRTimeline
DAVENPORT & Co LLC18,684$1.11M0.01%-1013F-HRTimeline
Montis Financial, LLC18,590$1.1M0.25%-3,59813F-HRTimeline
Koshinski Asset Management, Inc.18,464$1.1M0.07%-1,26913F-HRTimeline
J.W. COLE ADVISORS, INC.18,062$1.07M0.02%+7213F-HRTimeline
Apeiron RIA LLC18,236$1.05M0.24%-97513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,504$1.04M0.01%+2,76913F-HRTimelineGroup
COMERICA BANK15,578$925K<0.01%-31213F-HRTimeline
Integrated Wealth Concepts LLC15,376$913K0.01%-35113F-HRTimeline
GPS Wealth Strategies Group, LLC15,097$897K0.09%+2,56813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,820$880K<0.01%+5,89513F-HRTimelineGroup
Vishria Bird Financial Group, LLC14,475$860K0.17%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,356$853K0.06%-1,44913F-HRTimelineGroup
OneDigital Investment Advisors LLC14,039$834K0.01%013F-HRTimeline
Geneos Wealth Management Inc.13,913$826K0.02%+3,16313F-HRTimeline
Tudor Financial Inc.13,494$801K0.43%+6213F-HRTimeline
Atria Investments, Inc13,315$791K0.01%-11,49913F-HRTimeline
CX Institutional13,139$780K0.02%+8,55413F-HRTimeline
KKM Financial LLC13,101$778K0.24%+19213F-HRTimeline
MinichMacGregor Wealth Management, LLC12,574$747K0.15%-13913F-HRTimeline
Creative Planningin group Creative Planning12,570$747K<0.01%-4,12613F-HRTimelineGroup
Realta Investment Advisors12,354$734K0.25%+3113F-HRTimeline
MGO ONE SEVEN LLC12,324$732K0.02%-5,26113F-HRTimeline
RPg Family Wealth Advisory, LLC11,951$710K0.16%-49313F-HRTimeline
Mariner, LLCin group Mariner, LLC11,704$695K<0.01%-16813F-HRTimelineGroup
HF Advisory Group, LLC11,541$685K0.25%-1513F-HRTimeline
Southland Equity Partners LLC11,533$685K0.14%-16313F-HRTimeline
LANARK FINANCIAL, INC.10,502$624K0.05%-10113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,414$619K0.01%+96213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,391$617K<0.01%+29613F-HRTimeline
Argent Trust Co10,000$594K0.02%013F-HRTimeline
Global Retirement Partners, LLC9,749$579K0.01%-12413F-HRTimeline
MAI Capital Management9,663$574K<0.01%-213F-HRTimeline
TrueWealth Advisors, LLC9,646$573K0.15%+37613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,594$570K0.01%+413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED9,591$570K0.04%+7,87713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,724$518K<0.01%+19113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,538$507K<0.01%+41313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,853$466K0.02%-2413F-HRTimeline
Focus Financial Network, Inc.7,602$451K0.02%+813F-HRTimeline
Gateway Wealth Partners, LLC7,573$450K0.06%-37813F-HRTimeline
Steward Partners Investment Advisory, L…7,367$438K<0.01%+2,43813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,231$429K0.01%-33013F-HRTimelineGroup
Kesler, Norman & Wride, LLC7,839$424K0.08%+68213F-HRTimeline
Leelyn Smith, LLC7,128$423K0.06%-9413F-HRTimeline
Kovack Advisors, Inc.7,041$418K0.04%+45413F-HRTimeline
PFG Advisors7,034$418K0.02%-43413F-HRTimeline
Blue Trust, Inc.6,890$409K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,513$385K<0.01%+1013F-HRTimeline
Clearwater Capital Advisors, LLC6,478$385K0.03%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,382$379K0.01%-10313F-HRTimelineGroup
FWG Holdings, LLC6,573$374K0.16%+313F-HRTimeline
Balboa Wealth Partners6,158$366K0.06%+2,10013F-HRTimeline
Register Financial Advisors LLC6,098$362K0.14%+1,08813F-HRTimeline
Virtue Capital Management, LLC961$360K0.06%-129,29413F-HR/ATimeline
LexAurum Advisors, LLC6,040$359K0.05%+313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,239$311K0.01%-4213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,205$309K<0.01%+46513F-HRTimelineGroup
Venture Visionary Partners LLC5,200$309K0.01%013F-HRTimeline
Claro Advisors Inc.5,199$309K0.05%-57413F-HRTimeline
CoreCap Advisors, LLC5,145$306K0.01%-87513F-HRTimeline
Prime Capital Investment Advisors, LLC5,035$299K<0.01%+2013F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,010$298K0.22%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,912$292K0.01%-34113F-HRTimeline
Retirement Planning Group, LLC4,772$283K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC4,725$281K0.09%013F-HRTimeline
Nova Wealth Management, Inc.4,702$279K0.2%-813F-HRTimeline
Petix & Botte Co4,672$277K0.06%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,594$273K<0.01%+2,86013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,594$273K0.01%new13F-HRTimeline
ROI Financial Advisors, LLC4,377$260K0.16%-13913F-HRTimeline
IHT Wealth Management, LLC4,333$257K0.01%+1413F-HRTimeline
FMR LLCin group FMR LLC4,310$256K<0.01%+15013F-HRTimelineGroup
Purus Wealth Management, LLC4,275$254K0.08%013F-HRTimeline
Beacon Pointe Advisors, LLC4,208$250K<0.01%+62513F-HRTimeline
Meridian Wealth Management, LLC4,074$242K0.01%013F-HRTimeline
Bellwether Advisors, LLC4,065$241K0.04%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,000$238K0.01%-20013F-HRTimelineGroup
Centerpoint Advisory Group3,920$233K0.18%013F-HRTimeline
&PARTNERS3,913$232K<0.01%+313F-HRTimeline
Richmond Investment Services, LLC3,910$232K0.04%+213F-HRTimeline
MTM Investment Management, LLC3,811$226K0.07%-41013F-HRTimeline
Coppell Advisory Solutions LLC3,797$226K0.02%-3813F-HRTimeline
HRT FINANCIAL LP3,807$226K<0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/3,785$225K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,700$220K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC3,672$218K0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,624$215K<0.01%013F-HRTimelineGroup
Moloney Securities Asset Management, LLC3,573$212K0.03%new13F-HRTimeline
WealthBridge Capital Management, LLC3,419$203K0.05%new13F-HRTimeline
Prasad Wealth Partners, LLC3,376$200K0.06%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/3,046$181K0.07%013F-HRTimeline
Parkside Financial Bank & Trust2,700$160K0.01%013F-HRTimeline
Allworth Financial LP2,500$148K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,025$120K<0.01%-2,83313F-HRTimelineGroup
Aptus Capital Advisors, LLC1,809$107K<0.01%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,802$107K0.01%+80713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,800$107K<0.01%+66413F-HRTimelineGroup
AE Wealth Management LLC1,762$105K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC1,751$104K0.02%+1,70213F-HRTimeline
PRIVATE TRUST CO NA1,750$104K0.01%+36013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,664$98.9K<0.01%-81913F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$97.7K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC1,615$95.9K0.02%-17913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,534$91.2K0.04%-3213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,185$70.4K<0.01%+3513F-HRTimelineGroup
Addison Advisors LLC1,180$70.1K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,072$63.7K0.13%-17,07413F-HRTimeline
Hurley Capital, LLC1,017$60.4K0.03%013F-HRTimeline
Crews Bank & Trust1,000$59.4K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/898$53K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$47.5K<0.01%-10013F-HRTimeline
Capital Investment Advisory Services, L…752$44.6K<0.01%+1013F-HRTimeline
Sunbelt Securities, Inc.713$42.3K<0.01%+713F-HRTimeline
Providence Capital Advisors, LLC697$41.4K0.01%new13F-HRTimeline
ALERUS FINANCIAL NA628$37.3K<0.01%new13F-HRTimeline
Tidemark, LLC579$34.4K0.01%-25113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…565$33.5K<0.01%+2213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC474$28.2K<0.01%013F-HRTimelineGroup