FXO Institutional Ownership
First Trust Financials AlphaDEX Fund
1W: -1.3%
1M: -7.2%
3M: -5.2%
YTD: +0.8%
1Y: +4.8%
3Y: +71.6%
5Y: +52.3%
$61.17
+0.14 (+0.23%)
Weekly Expected Move ±1.5%
$59
$60
$61
$62
$63
Overview
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Holdings
Changes
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Institutional Ownership — FXO
243
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
655M
Total Invested
23
New Positions
51
Increased
118
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (276 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,803,663 | 110M | -28,861 | -1.6% | 71Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,380,442 | 84M | -182,854 | -11.7% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 973,096 | 60M | -42,331 | -4.2% | 54Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 882,643 | 54M | -14,717 | -1.6% | 7Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 451,816 | 28M | -15,565 | -3.3% | 15Q | SEC ↗ |
| 6 | UBS Group AG | 360,777 | 22M | -44,820 | -11.1% | 47Q | SEC ↗ |
| 7 | WCG Wealth Advisors LLC | 324,995 | 20M | +21,172 | +7.0% | 7Q | SEC ↗ |
| 8 | EARNED WEALTH ADVISORS, LLC | 245,103 | 15M | -7,780 | -3.1% | 3Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 212,251 | 13M | -39,847 | -15.8% | 49Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 199,654 | 12M | -85,399 | -30.0% | 16Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 193,074 | 12M | -21,625 | -10.1% | 35Q | SEC ↗ |
| 12 | TradeWell Securities, LLC. | 161,354 | 10M | +12,046 | +8.1% | 7Q | SEC ↗ |
| 13 | Janney Montgomery Scott LLC | 158,128 | 10M | -2,787 | -1.7% | 52Q | SEC ↗ |
| 14 | PERRYMAN FINANCIAL ADVISORY INC /AD | 156,419 | 10M | +2,838 | +1.8% | 3Q | SEC ↗ |
| 15 | D.A. DAVIDSON & CO. | 145,719 | 9M | -7,744 | -5.0% | 57Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 127,757 | 8M | -8,622 | -6.3% | 56Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 105,889 | 6M | -1,430 | -1.3% | 52Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 103,678 | 6M | -1,003 | -1.0% | 43Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 97,304 | 6M | -3,138 | -3.1% | 26Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 94,668 | 6M | -4,683 | -4.7% | 27Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 79,697 | 5M | -132,388 | -62.4% | 67Q | SEC ↗ |
| 22 | Proactive Wealth Strategies LLC | 71,574 | 4M | -5,855 | -7.6% | 7Q | SEC ↗ |
| 23 | SFI Advisors, LLC | 71,126 | 4M | -986 | -1.4% | 14Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 70,866 | 4M | -12,750 | -15.2% | 27Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 70,200 | 4M | -133,900 | -65.6% | 5Q | SEC ↗ |
| 26 | World Investment Advisors | 69,621 | 4M | — | +0.0% | 25Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 67,621 | 4M | -1,585 | -2.3% | 40Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 62,706 | 4M | +16,950 | +37.0% | 37Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 51,143 | 3M | +1,391 | +2.8% | 48Q | SEC ↗ |
| 30 | Western Wealth Management, LLC | 50,422 | 3M | +411 | +0.8% | 19Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 49,158 | 3M | -6,380 | -11.5% | 24Q | SEC ↗ |
| 32 | JONES FINANCIAL COMPANIES LLLP | 45,531 | 3M | +3,622 | +8.6% | 11Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 44,832 | 3M | -17,152 | -27.7% | 17Q | SEC ↗ |
| 34 | DAYMARK WEALTH PARTNERS, LLC | 43,185 | 3M | +1,193 | +2.8% | 15Q | SEC ↗ |
| 35 | Choice Wealth Advisors LLC | 40,451 | 2M | +25 | +0.1% | 16Q | SEC ↗ |
| 36 | Waverly Advisors, LLC | 40,332 | 2M | -160 | -0.4% | 3Q | SEC ↗ |
| 37 | BENJAMIN EDWARDS INC | 38,528 | 2M | -59,821 | -60.8% | 23Q | SEC ↗ |
| 38 | Peak Planning Group, LLC | 33,121 | 2M | -65 | -0.2% | 3Q | SEC ↗ |
| 39 | Paller Financial Services Inc | 32,989 | 2M | -5,494 | -14.3% | 3Q | SEC ↗ |
| 40 | Concurrent Investment Advisors, LLC | 32,847 | 2M | +553 | +1.7% | 3Q | SEC ↗ |
| 41 | CreativeOne Wealth, LLC | 32,406 | 2M | -14 | -0.0% | 16Q | SEC ↗ |
| 42 | Prospera Financial Services Inc | 31,432 | 2M | -11,527 | -26.8% | 23Q | SEC ↗ |
| 43 | Cyndeo Wealth Partners, LLC | 31,199 | 2M | +4,539 | +17.0% | 7Q | SEC ↗ |
| 44 | Pacific Sun Financial Corp | 29,330 | 2M | -2,700 | -8.4% | 13Q | SEC ↗ |
| 45 | Plotkin Financial Advisors, LLC | 28,589 | 2M | -3,731 | -11.5% | 22Q | SEC ↗ |
| 46 | Kingsview Wealth Management, LLC | 28,022 | 2M | -598 | -2.1% | 9Q | SEC ↗ |
| 47 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 27,944 | 2M | +1,816 | +7.0% | 7Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 27,728 | 2M | -970 | -3.4% | 39Q | SEC ↗ |
| 49 | MERCER GLOBAL ADVISORS INC /ADV | 26,910 | 2M | -12,705 | -32.1% | 3Q | SEC ↗ |
| 50 | Crumly & Associates Inc. | 25,838 | 2M | -768 | -2.9% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NAVELLIER & ASSOCIATES INC | 23,322 | 1M |
| Blueprint Financial Advisors LLC | 18,569 | 1M |
| Blueprint Investment Partners LLC | 18,569 | 1M |
| Envision Financial Transparency, LL | 16,000 | 979K |
| Global Retirement Partners, LLC | 8,272 | 506K |
| StoneX Group Inc. | 6,843 | 419K |
| XTX Topco Ltd | 6,149 | 376K |
| Parallel Advisors, LLC | 6,132 | 375K |
| Indivisible Partners | 3,903 | 239K |
| AQR CAPITAL MANAGEMENT LLC | 3,451 | 211K |
| Prasad Wealth Partners, LLC | 3,416 | 209K |
| INTEGRITY ALLIANCE, LLC. | 3,315 | 203K |
| Cresset Asset Management, LLC | 3,312 | 203K |
| KINGSWOOD WEALTH ADVISORS, LLC | 3,307 | 202K |
| Impact Partnership Wealth, LLC | 3,290 | 201K |
| FIDUCIARY FINANCIAL ADVISORS | 2,492 | 152K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 1,992 | 122K |
| Institute for Wealth Management, LL | 435 | 27K |
| TRUST CO OF VERMONT | 420 | 26K |
| IFG Advisory, LLC | 405 | 25K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | 12,683,088 | 776M |
| Nilsine Partners, LLC | 366,047 | 22M |
| NewSquare Capital LLC | 242,392 | 15M |
| Monument Capital Management | 92,440 | 6M |
| GREENUP STREET WEALTH MANAGEMENT LL | 62,361 | 4M |
| CITADEL ADVISORS LLC | 62,114 | 4M |
| Vestmark Advisory Solutions, Inc. | 51,518 | 3M |
| B. Riley Wealth Advisors, Inc. | 44,605 | 3M |
| TriaGen Wealth Management LLC | 38,653 | 2M |
| Garden State Investment Advisory Se | 32,298 | 2M |
| HRT FINANCIAL LP | 24,652 | 2M |
| Davis Investment Partners, LLC | 24,055 | 1M |
| FLOW TRADERS U.S. LLC | 21,233 | 1M |
| TRUST CO OF OKLAHOMA | 18,942 | 1M |
| Wagner Wealth Management, Corp | 18,771 | 1M |
| Kovack Advisors, Inc. | 17,329 | 1M |
| Apeiron RIA LLC | 14,404 | 881K |
| Tudor Financial Inc. | 13,757 | 842K |
| Independent Advisor Alliance | 12,771 | 781K |
| JANE STREET GROUP, LLC | 12,314 | 753K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -182,854 | -11.7% | 1,380,442 |
| TWO SIGMA INVESTMENTS, LP | -133,900 | -65.6% | 70,200 |
| ROYAL BANK OF CANADA | -132,388 | -62.4% | 79,697 |
| AMERIPRISE FINANCIAL INC | -85,399 | -30.0% | 199,654 |
| BENJAMIN EDWARDS INC | -59,821 | -60.8% | 38,528 |
| CWM, LLC | -48,006 | -84.4% | 8,883 |
| UBS Group AG | -44,820 | -11.1% | 360,777 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -43,170 | -66.2% | 22,062 |
| Tower Research Capital LLC (TRC) | -42,357 | -100.0% | 4 |
| LPL Financial LLC | -42,331 | -4.2% | 973,096 |
| STIFEL FINANCIAL CORP | -39,847 | -15.8% | 212,251 |
| Genesee Capital Advisors, LLC | -32,591 | -90.7% | 3,356 |
| WELLS FARGO & COMPANY/MN | -28,861 | -1.6% | 1,803,663 |
| Arkadios Wealth Advisors | -24,879 | -83.1% | 5,046 |
| COMMONWEALTH EQUITY SERVICES, LLC | -21,625 | -10.1% | 193,074 |
| NewEdge Advisors, LLC | -17,152 | -27.7% | 44,832 |
| IHT Wealth Management, LLC | -16,625 | -80.4% | 4,050 |
| HARBOUR INVESTMENTS, INC. | -15,590 | -48.9% | 16,312 |
| BANK OF AMERICA CORP /DE | -15,565 | -3.3% | 451,816 |
| RAYMOND JAMES FINANCIAL INC | -14,717 | -1.6% | 882,643 |