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Disclosery

FXO FIRST TR EXCHANGE-TRADED FD

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FINLS ALPHADEX (fund)

220 managers (222 13F filers) reported a position in FXO shares at 2026-03-31, 11,777,931 shares in all. 16 filers opened a position and 36 filers sold out during the quarter.

Managers
220
13F filers
222
New
16
Added
67
Reduced
91
Sold out
36
Shares held by filers
11,777,931

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,832,524$103M0.02%-589,96313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,563,296$87.8M0.01%-552,11513F-HRTimelineGroup
LPL Financial LLC1,015,427$57.1M0.02%-179,69213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC897,360$50.4M0.02%-113,66713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/467,381$26.3M<0.01%-7,34313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding406,343$22.8M-102,449Timeline
WCG Wealth Advisors LLC303,823$17.1M0.48%+8,93613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC285,053$16M<0.01%-95,06113F-HR/ATimelineGroup
EARNED WEALTH ADVISORS, LLC252,883$14.2M0.95%-84213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP252,098$14.2M0.01%+8,76413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC214,699$12.1M0.02%-7,56213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA212,085$11.9M<0.01%-40,64513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP204,100$11.5M0.01%+142,30013F-HRTimelineGroup
Janney Montgomery Scott LLC160,915$9.04M0.02%-15,81813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD153,581$8.63M1.29%-1,77813F-HR/ATimeline
D.A. DAVIDSON & CO.153,463$8.62M0.05%-40,91513F-HRTimeline
TradeWell Securities, LLC.149,308$8.37M3.53%+15,79513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC136,379$7.66M<0.01%-16,56413F-HRTimelineGroup
Cambridge Investment Research Advisors,…107,319$6.03M0.02%-5,09413F-HRTimeline
Cetera Investment Advisers104,681$5.88M0.01%-13,03613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,442$5.65M0.01%-81,81913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,351$5.58M0.01%+5,55813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC98,349$5.53M0.05%-72,88413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,616$4.7M0.01%-7,50413F-HRTimelineGroup
Proactive Wealth Strategies LLC77,429$4.35M0.82%+37,09813F-HRTimeline
SFI Advisors, LLC72,112$4.05M4.25%-41,91413F-HRTimeline
World Investment Advisors69,621$3.91M0.06%-22,53513F-HRTimeline
HighTower Advisors, LLC69,206$3.89M<0.01%+2813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,232$3.67M<0.01%-8,81913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,114$3.49M<0.01%+33,06913F-HRTimelineGroup
NewEdge Advisors, LLC61,984$3.48M0.01%-267,49013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,122$3.32M-947Timeline
Western Wealth Management, LLC50,011$2.81M0.11%-55213F-HR/ATimeline
Private Advisor Group, LLC49,752$2.8M0.01%-3,31913F-HRTimeline
MML INVESTORS SERVICES, LLC45,756$2.57M0.01%-34,22113F-HRTimeline
Prospera Financial Services Inc42,959$2.42M0.04%-1,58213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,361$2.38M0.06%+38,61113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC41,992$2.36M0.07%-92,06513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,909$2.28M<0.01%+4,26813F-HRTimelineGroup
Waverly Advisors, LLC40,492$2.28M0.02%-35113F-HRTimeline
Choice Wealth Advisors LLC40,426$2.27M0.89%+32913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,615$2.23M<0.01%+10,73513F-HRTimeline
Paller Financial Services Inc38,483$2.16M1.79%-1,18513F-HRTimeline
Genesee Capital Advisors, LLC35,947$2.02M0.85%-4713F-HRTimeline
Peak Planning Group, LLC33,186$1.86M0.52%-23513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,420$1.82M0.04%+1,43313F-HRTimelineGroup
Plotkin Financial Advisors, LLC32,320$1.82M0.91%-1,33113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,294$1.81M0.02%-1,71013F-HRTimelineGroup
Pacific Sun Financial Corp32,030$1.8M0.87%+72013F-HRTimeline
HARBOUR INVESTMENTS, INC.31,902$1.79M0.03%-93,03513F-HRTimeline
Arkadios Wealth Advisors29,925$1.68M0.03%-21,88413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,698$1.61M<0.01%-70,07513F-HRTimelineGroup
Kingsview Wealth Management, LLC28,620$1.61M0.02%-2,59913F-HRTimeline
Cyndeo Wealth Partners, LLC26,660$1.5M0.08%-1,85513F-HRTimeline
Crumly & Associates Inc.26,606$1.49M0.31%-7713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,128$1.47M0.1%-43113F-HRTimeline
Schrum Private Wealth Management LLC25,718$1.45M1.1%013F-HRTimeline
Wagner Wealth Management, LLC25,283$1.42M0.29%-3313F-HRTimeline
HRT FINANCIAL LP24,652$1.39M<0.01%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC24,426$1.37M0.42%-1,16513F-HRTimeline
Farther Finance Advisors, LLC24,198$1.36M0.01%+1,61313F-HRTimeline
Worthington Financial Partners, LLC23,458$1.32M1.13%new13F-HRTimeline
Certified Advisory Corp23,203$1.3M0.12%+35913F-HRTimeline
IFP Advisors, Inc22,823$1.28M0.03%-1,12213F-HRTimeline
Jacobi Capital Management LLC22,717$1.28M0.07%-45513F-HRTimeline
HFG Advisors, Inc.22,583$1.27M0.89%+1,12313F-HRTimeline
Ballew Advisors, Inc20,828$1.22M0.69%-36813F-HRTimeline
FLOW TRADERS U.S. LLC21,233$1.19M0.04%new13F-HRTimeline
HighPoint Advisor Group LLC20,848$1.17M0.05%+14013F-HRTimeline
Sanctuary Advisors, LLC20,556$1.16M0.01%-49913F-HRTimeline
Regal Investment Advisors LLC19,155$1.08M0.06%013F-HRTimeline
Montis Financial, LLC18,187$1.02M0.21%-43213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,400$978K0.01%+26713F-HRTimelineGroup
Koshinski Asset Management, Inc.16,964$953K0.06%-13713F-HRTimeline
J.W. COLE ADVISORS, INC.16,776$943K0.03%+14013F-HRTimeline
Geneos Wealth Management Inc.16,031$901K0.02%+2,10713F-HRTimeline
CX Institutional15,696$882K0.03%+10,14813F-HRTimeline
IHT Wealth Management, LLC20,675$866K0.02%+16,32213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,701$826K<0.01%+14,09713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,688$825K<0.01%-7113F-HRTimelineGroup
Apeiron RIA LLC14,404$809K0.19%-2,29213F-HRTimeline
Integrated Wealth Concepts LLC14,251$801K0.01%+33113F-HRTimeline
Independent Advisor Alliance12,771$718K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning12,561$706K<0.01%+2913F-HRTimelineGroup
KKM Financial LLC11,604$700K0.12%013F-HRTimeline
MGO ONE SEVEN LLC12,345$694K0.01%+2113F-HRTimeline
TrueWealth Advisors, LLC12,115$681K0.17%+79113F-HRTimeline
HF Advisory Group, LLC11,566$650K0.22%+28613F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC11,152$627K0.5%-45013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,107$624K<0.01%-41613F-HRTimelineGroup
Argent Trust Co10,890$612K0.02%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,747$604K<0.01%-39,69413F-HRTimelineGroup
OneDigital Investment Advisors LLC10,641$598K0.01%+1,15413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,536$592K0.02%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,521$591K0.01%+4613F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,331$580K0.02%-3,14013F-HRTimeline
BLAIR WILLIAM & CO/IL9,980$561K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,782$550K0.04%+7313F-HRTimeline
&PARTNERS9,611$540K<0.01%new13F-HRTimeline
MAI Capital Management9,444$531K<0.01%-12313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,356$526K0.01%-24213F-HRTimelineGroup
Dorsey Wright & Associates9,263$520K0.06%new13F-HRTimeline
LANARK FINANCIAL, INC.9,074$510K0.04%-1,85513F-HRTimeline
TWO SIGMA SECURITIES, LLC9,059$509K0.06%new13F-HRTimeline
CWM, LLCin group CWM, LLC8,883$499K<0.01%-48,00613F-HRTimelineGroup
Sigma Planning Corp8,703$489K0.01%-30,51013F-HRTimeline
Focus Financial Network, Inc.8,294$466K0.02%+68513F-HRTimeline
Southland Equity Partners LLC8,259$464K0.09%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,450$419K<0.01%-85213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,195$404K0.01%+2713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,106$399K0.02%-1,01413F-HRTimeline
Kesler, Norman & Wride, LLC7,047$396K0.07%-10313F-HRTimeline
Steward Partners Investment Advisory, L…6,983$392K<0.01%-40313F-HRTimeline
Blue Trust, Inc.6,890$387K<0.01%013F-HRTimeline
Summit Financial, LLC6,872$386K<0.01%-159,99313F-HRTimeline
FWG Holdings, LLC6,586$375K0.14%+713F-HRTimeline
CARLSON FINANCIAL, INC.6,620$372K0.22%+12413F-HRTimeline
Register Financial Advisors LLC6,555$368K0.14%+13113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,093$368K<0.01%-22013F-HRTimelineGroup
Advisory Advocates, LLC6,501$365K0.37%013F-HRTimeline
Clearwater Capital Advisors, LLC6,399$360K0.03%-4413F-HRTimeline
Parkway Wealth Management Group, LLC6,123$360K0.05%+33013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,373$358K0.01%+33113F-HRTimelineGroup
PFG Advisors6,347$357K0.02%+113F-HRTimeline
Advisory Services Network, LLC6,191$348K<0.01%-326,81713F-HRTimeline
RPg Family Wealth Advisory, LLC6,028$339K0.07%-2,50313F-HRTimeline
Sargent Investment Group, LLC6,000$337K0.04%+50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,849$329K<0.01%-60513F-HRTimelineGroup
Risk Paradigm Group, LLC5,821$327K0.28%-2,50313F-HRTimeline
Claro Advisors Inc.5,611$315K0.04%+513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,491$310K<0.01%-95213F-HRTimeline
LexAurum Advisors, LLC5,410$304K0.04%13F-HRTimeline
WealthBridge Capital Management, LLC5,257$295K0.07%+1,82913F-HRTimeline
Quantum Portfolio Management LLC5,253$295K0.13%+68213F-HR/ATimeline
Venture Visionary Partners LLC5,200$292K0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,137$289K<0.01%+1,51313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,120$288K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,105$287K<0.01%+3,77713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,105$287K<0.01%+4213F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,001$281K0.2%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,983$280K0.01%+7213F-HRTimeline
FMR LLCin group FMR LLC4,811$270K<0.01%+65213F-HRTimelineGroup
ROI Financial Advisors, LLC4,803$270K0.16%+2313F-HRTimeline
Retirement Planning Group, LLC4,740$266K0.01%-9113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,711$265K<0.01%-11813F-HRTimelineGroup
Nova Wealth Management, Inc.4,653$261K0.17%-6513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,647$261K<0.01%-1,03013F-HRTimeline
Beacon Pointe Advisors, LLC4,301$242K<0.01%+9313F-HRTimeline
Purus Wealth Management, LLC4,273$240K0.08%-213F-HRTimeline
CoreCap Advisors, LLC4,194$236K0.01%-27213F-HRTimeline
Bellwether Advisors, LLC4,065$228K0.04%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,986$224K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC3,976$224K0.01%013F-HRTimeline
Allworth Financial LP3,932$221K<0.01%+813F-HRTimeline
Centerpoint Advisory Group3,920$220K0.17%013F-HRTimeline
MTM Investment Management, LLC3,811$214K0.07%013F-HRTimeline
Index Technologies Group LLC3,798$213K0.23%+46013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,785$213K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,700$208K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC3,672$206K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/3,021$170K0.07%-2513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,708$152K<0.01%+43613F-HRTimelineGroup
Parkside Financial Bank & Trust2,534$142K0.01%-16613F-HRTimeline
AE Wealth Management LLC2,425$136K<0.01%+12613F-HRTimeline
Petix & Botte Co2,336$131K0.03%-2,33613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,174$119K<0.01%+50913F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,864$105K0.01%+2713F-HRTimeline
Aptus Capital Advisors, LLC1,835$103K<0.01%+1513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,800$101K<0.01%-10813F-HRTimelineGroup
Founders Financial Alliance, LLC1,647$92.5K0.02%+1,55913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$92.4K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,545$86.9K0.04%+1113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,311$73.7K0.03%-2,78613F-HRTimeline
REAP Financial Group, LLC1,244$69.9K0.01%+1013F-HRTimeline
Addison Advisors LLC1,180$66.3K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,175$66K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1,121$63K0.02%new13F-HRTimeline
Hurley Capital, LLC1,017$57.1K0.03%013F-HRTimeline
Crews Bank & Trust1,000$56.2K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/898$50K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC800$47.2K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC821$46.1K0.03%-33513F-HRTimeline
Sunbelt Securities, Inc.720$40.4K<0.01%+413F-HRTimeline
Arax Advisory Partners696$39.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…677$38.1K<0.01%-2513F-HRTimeline
Silver Grove Financial Group, Inc.665$37.4K0.03%new13F-HRTimeline
Tidemark, LLC584$32.8K0.01%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…565$31.7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA552$31K<0.01%+22213F-HRTimeline
Keating Financial Advisory Services, In…529$29.7K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC500$28.1K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC478$26.9K<0.01%-7413F-HRTimelineGroup
AlphaCore Capital LLC452$25.4K<0.01%-1,28113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …429$24.2K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.428$24K0.02%-20313F-HRTimeline
MCF Advisors LLC400$22.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…336$18.9K<0.01%-37,01013F-HRTimelineGroup
Aventura Private Wealth, LLC304$17.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$16.9K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC250$14K<0.01%new13F-HRTimeline