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Disclosery

FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

243 managers (245 13F filers) reported a position in FXO shares at 2025-12-31, 28,452,654 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
243
13F filers
245
New
24
Added
65
Reduced
98
Sold out
10
Shares held by filers
28,452,654

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LP12,683,088$765M0.56%-546,73213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,422,487$146M0.03%-33,51113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,115,411$128M0.01%-413,17613F-HR/ATimelineGroup
LPL Financial LLC1,195,119$72.1M0.02%-96,37813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,011,027$61M0.02%-126,33913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding508,792$30.7M+13,986Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/474,724$28.6M<0.01%-3,05113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC380,114$22.9M0.01%+56,31913F-HRTimelineGroup
Nilsine Partners, LLC366,047$22.1M1.91%+17,32513F-HRTimeline
Advisory Services Network, LLC333,008$20.1M0.28%-15,06913F-HRTimeline
NewEdge Advisors, LLC329,474$19.9M0.07%-46,37113F-HRTimeline
WCG Wealth Advisors LLC294,887$17.8M0.5%+189,85713F-HRTimeline
EARNED WEALTH ADVISORS, LLC253,725$15.3M1.09%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA252,730$15.3M<0.01%-64,49213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP243,334$14.7M0.01%-44,30113F-HRTimelineGroup
NewSquare Capital LLC242,392$14.6M1.29%-120,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC222,261$13.4M0.02%+3,40413F-HRTimeline
D.A. DAVIDSON & CO.194,378$11.7M0.07%-62,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.182,261$11M0.02%-16,95513F-HRTimelineGroup
Janney Montgomery Scott LLC176,733$10.7M0.02%-2,76513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC171,233$10.3M0.11%-19,12513F-HRTimelineGroup
Summit Financial, LLC166,865$10.1M0.15%+2,31413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD155,359$9.38M1.38%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,943$9.23M<0.01%-14,01913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC134,057$8.09M0.26%+1,29713F-HRTimeline
TradeWell Securities, LLC.133,513$8.06M3.14%+14,42813F-HRTimeline
HARBOUR INVESTMENTS, INC.124,937$7.54M0.15%-6,68713F-HRTimeline
Cetera Investment Advisers117,717$7.1M0.01%-16,27413F-HRTimeline
SFI Advisors, LLC114,026$6.88M4.41%-2,11413F-HRTimeline
Cambridge Investment Research Advisors,…112,413$6.78M0.02%-14,69013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.98,773$5.96M0.01%-15,13213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,793$5.66M0.01%-20513F-HR/ATimelineGroup
Monument Capital Management92,440$5.58M1.39%+3,80113F-HRTimeline
World Investment Advisors92,156$5.56M0.09%-4,41813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,120$5.5M0.01%-6,39813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC79,977$4.83M0.01%+4,02113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,051$4.47M0.01%+53,50413F-HRTimelineGroup
HighTower Advisors, LLC69,178$4.17M<0.01%-84213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC62,361$3.76M0.54%-32813F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP61,800$3.73M0.01%-42,70013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding60,069$3.63M+2,899Timeline
CWM, LLCin group CWM, LLC56,889$3.43M0.01%-9,02613F-HRTimelineGroup
Private Advisor Group, LLC53,071$3.2M0.02%+2,00013F-HRTimeline
Arkadios Wealth Advisors51,809$3.13M0.06%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.51,518$3.11M0.04%-128,87013F-HRTimeline
Western Wealth Management, LLC50,563$3.05M0.14%+12,70313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,441$3.04M<0.01%+44113F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.44,605$2.69M0.13%+3,05513F-HRTimeline
Prospera Financial Services Inc44,541$2.69M0.04%+4913F-HRTimeline
Waverly Advisors, LLC40,843$2.46M0.02%new13F-HRTimeline
Proactive Wealth Strategies LLC40,331$2.43M0.96%-25813F-HRTimeline
Choice Wealth Advisors LLC40,097$2.42M0.96%-4413F-HRTimeline
Paller Financial Services Inc39,668$2.39M1.92%13F-HRTimeline
Sigma Planning Corp39,213$2.37M0.07%-97413F-HRTimeline
TriaGen Wealth Management LLC38,653$2.33M0.6%-73013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,641$2.27M<0.01%+5,34813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…37,346$2.25M0.19%-1,44613F-HRTimelineGroup
Genesee Capital Advisors, LLC35,994$2.17M0.87%+2,65013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,004$2.05M0.02%new13F-HRTimelineGroup
Plotkin Financial Advisors, LLC33,651$2.03M0.99%-8213F-HRTimeline
Peak Planning Group, LLC33,421$2.02M0.57%new13F-HRTimeline
Garden State Investment Advisory Servic…32,298$1.95M0.46%-1,01013F-HRTimeline
Pacific Sun Financial Corp31,310$1.89M0.91%-11513F-HRTimeline
Kingsview Wealth Management, LLC31,219$1.88M0.03%-9413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,987$1.87M0.05%+62513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.29,743$1.79M0.08%-1,58413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,045$1.75M<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,880$1.74M<0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC28,515$1.72M0.09%-82213F-HRTimeline
Crumly & Associates Inc.26,683$1.61M0.34%-61113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,559$1.6M0.11%+55813F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.55M1.15%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC25,591$1.54M0.52%-4,82413F-HRTimeline
Wagner Wealth Management, LLC25,316$1.53M0.32%+14913F-HRTimeline
NAVELLIER & ASSOCIATES INC24,302$1.47M0.16%-4,26313F-HRTimeline
Davis Investment Partners, LLC24,055$1.46M0.51%+82013F-HRTimeline
IFP Advisors, Inc23,945$1.45M0.03%-16213F-HRTimeline
Jacobi Capital Management LLC23,172$1.4M0.08%-39513F-HRTimeline
Certified Advisory Corp22,844$1.38M0.13%-1,47313F-HRTimeline
Farther Finance Advisors, LLC22,585$1.36M0.01%-48413F-HRTimeline
HFG Advisors, Inc.21,460$1.3M0.94%+12813F-HRTimeline
Ballew Advisors, Inc21,196$1.28M0.72%-53113F-HRTimeline
Sanctuary Advisors, LLC21,055$1.27M0.01%-2,51313F-HRTimeline
HighPoint Advisor Group LLC20,708$1.25M0.03%new13F-HRTimeline
Regal Investment Advisors LLC19,155$1.16M0.07%013F-HRTimeline
TRUST CO OF OKLAHOMA18,942$1.14M0.33%013F-HRTimeline
Wagner Wealth Management, Corp18,771$1.13M1.12%13F-HRTimeline
Montis Financial, LLC18,619$1.12M0.22%+2913F-HRTimeline
Kovack Advisors, Inc.17,329$1.05M0.05%+10,28813F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,133$1.03M0.01%-37113F-HRTimelineGroup
Koshinski Asset Management, Inc.17,101$1.03M0.07%-1,36313F-HRTimeline
Apeiron RIA LLC16,696$1.02M0.21%-1,54013F-HRTimeline
J.W. COLE ADVISORS, INC.16,636$1M0.02%-1,42613F-HRTimeline
COMERICA BANK14,902$899K<0.01%-67613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,759$891K<0.01%-6113F-HRTimelineGroup
Geneos Wealth Management Inc.13,924$840K0.02%+1113F-HRTimeline
Integrated Wealth Concepts LLC13,920$840K0.01%-1,45613F-HRTimeline
Tudor Financial Inc.13,757$830K0.42%+26313F-HRTimeline
Dynamic Advisor Solutions LLC13,471$813K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning12,532$756K<0.01%-3813F-HRTimelineGroup
Realta Investment Advisors12,517$755K0.25%+16313F-HRTimeline
MGO ONE SEVEN LLC12,324$744K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,314$743K<0.01%-11,00113F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC11,884$717K0.13%-69013F-HRTimeline
KKM Financial LLC11,604$700K0.12%-1,49713F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC11,602$700K0.55%13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,523$695K<0.01%-18113F-HRTimelineGroup
TrueWealth Advisors, LLC11,324$683K0.18%+1,67813F-HRTimeline
HF Advisory Group, LLC11,280$681K0.24%-26113F-HR/ATimeline
LANARK FINANCIAL, INC.10,929$660K0.05%+42713F-HRTimeline
Argent Trust Co10,890$657K0.02%+89013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,536$636K0.02%-3,82013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,475$632K0.01%+6113F-HRTimelineGroup
Englebert Financial Advisers, LLC10,389$627K0.72%13F-HRTimeline
BLAIR WILLIAM & CO/IL9,980$602K<0.01%-41113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,709$591K0.04%+11813F-HRTimeline
Global Retirement Partners, LLC9,741$588K0.01%-813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,598$579K0.01%+413F-HRTimelineGroup
MAI Capital Management9,567$577K<0.01%-9613F-HRTimeline
OneDigital Investment Advisors LLC9,487$573K0.01%-4,55213F-HRTimeline
RPg Family Wealth Advisory, LLC8,531$515K0.11%-3,42013F-HRTimeline
Risk Paradigm Group, LLC8,324$502K0.48%13F-HRTimeline
Atria Investments, Inc8,321$502K0.01%-4,99413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,302$501K<0.01%-42213F-HRTimelineGroup
Southland Equity Partners LLC8,258$498K0.1%-3,27513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,120$490K0.02%+26713F-HRTimeline
Focus Financial Network, Inc.7,609$459K0.02%+713F-HRTimeline
Leelyn Smith, LLC7,547$455K0.07%+41913F-HRTimeline
Steward Partners Investment Advisory, L…7,386$446K<0.01%+1913F-HRTimeline
Gateway Wealth Partners, LLC7,173$433K0.05%-40013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,168$433K0.01%-6313F-HRTimelineGroup
Kesler, Norman & Wride, LLC7,150$432K0.07%-68913F-HRTimeline
Blue Trust, Inc.6,890$416K<0.01%013F-HRTimeline
FWG Holdings, LLC6,579$401K0.15%+613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,443$400K<0.01%-7013F-HRTimeline
Advisory Advocates, LLC6,501$392K0.39%13F-HRTimeline
CARLSON FINANCIAL, INC.6,496$392K0.23%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,454$389K<0.01%-2,08413F-HRTimelineGroup
Clearwater Capital Advisors, LLC6,443$389K0.03%-3513F-HRTimeline
Register Financial Advisors LLC6,424$388K0.15%+32613F-HRTimeline
PFG Advisors6,346$383K0.02%-68813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,313$381K<0.01%+1,10813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,042$365K0.01%-34013F-HRTimelineGroup
Parkway Wealth Management Group, LLC5,793$350K0.05%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,677$343K<0.01%+1,08313F-HRTimeline
Claro Advisors Inc.5,606$338K0.05%+40713F-HRTimeline
CX Institutional5,548$335K0.01%-7,59113F-HRTimeline
Sargent Investment Group, LLC5,500$332K0.04%new13F-HRTimeline
Venture Visionary Partners LLC5,200$314K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,063$306K<0.01%+2813F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,001$302K0.22%-913F-HRTimeline
Ashton Thomas Private Wealth, LLC4,911$296K0.01%-113F-HRTimeline
Retirement Planning Group, LLC4,831$292K0.01%+5913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,829$291K<0.01%-41013F-HRTimelineGroup
ROI Financial Advisors, LLC4,780$288K0.17%+40313F-HRTimeline
Nova Wealth Management, Inc.4,718$285K0.2%+1613F-HRTimeline
Petix & Botte Co4,672$282K0.06%013F-HRTimeline
Balboa Wealth Partners4,631$279K0.05%-1,52713F-HRTimeline
Quantum Portfolio Management LLC4,571$276K0.12%-21,08513F-HRTimeline
CoreCap Advisors, LLC4,466$270K0.01%-67913F-HRTimeline
IHT Wealth Management, LLC4,353$263K0.01%+2013F-HRTimeline
Purus Wealth Management, LLC4,275$258K0.08%013F-HRTimeline
Beacon Pointe Advisors, LLC4,208$254K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,159$251K<0.01%-15113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…4,097$247K0.09%+3,02513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,088$247K<0.01%new13F-HRTimelineGroup
Bellwether Advisors, LLC4,065$245K0.04%013F-HRTimeline
Sound Income Strategies, LLC3,976$243K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC3,894$237K0.02%+9713F-HRTimeline
Allworth Financial LP3,924$237K<0.01%+1,42413F-HRTimeline
Centerpoint Advisory Group3,920$237K0.18%013F-HRTimeline
MTM Investment Management, LLC3,811$230K0.07%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,785$228K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,750$226K0.01%new13F-HRTimelineGroup
Stonebridge Financial Planning Group, L…3,700$223K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC3,672$223K0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,624$219K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,622$219K<0.01%-62,99513F-HRTimelineGroup
Richmond Investment Services, LLC3,496$211K0.04%-41413F-HRTimeline
WealthBridge Capital Management, LLC3,428$207K0.05%+913F-HRTimeline
Prasad Wealth Partners, LLC3,389$205K0.05%+1313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,383$204K0.01%new13F-HRTimeline
Index Technologies Group LLC3,338$201K0.21%13F-HRTimeline
FIRST FINANCIAL CORP /IN/3,046$184K0.07%013F-HRTimeline
Parkside Financial Bank & Trust2,700$163K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,316$140K0.01%-1,68413F-HRTimelineGroup
AE Wealth Management LLC2,299$139K<0.01%+53713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,272$137K<0.01%+24713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,908$115K<0.01%+10813F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,837$111K0.01%+3513F-HRTimeline
Aptus Capital Advisors, LLC1,820$110K<0.01%+1113F-HRTimeline
AlphaCore Capital LLC1,733$105K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,665$100K<0.01%+113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$99.3K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,534$92.6K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,379$83.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,328$80.1K<0.01%+14313F-HRTimelineGroup
REAP Financial Group, LLC1,234$74.5K0.02%-38113F-HRTimeline
Addison Advisors LLC1,180$71.2K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC1,156$69.8K0.04%13F-HRTimeline