Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / First Trust Financials AlphaDEX(R) Fund
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Shares outstanding
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40.2M
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Number of holders
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227
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Total 13F shares, excl. options
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30.4M
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Shares change
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-397K
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Total reported value, excl. options
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$1.71B
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Value change
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-$21.9M
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Number of buys
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92
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Number of sells
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-108
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Price
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$56.06
Significant Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q2 2025
247 filings reported holding FXO - First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund as of Q2 2025.
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) has 227 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.4M shares
of 40.2M outstanding shares and own 75.83% of the company stock.
Largest 10 shareholders include FIRST TRUST ADVISORS LP (13.6M shares), MORGAN STANLEY (2.56M shares), WELLS FARGO & COMPANY/MN (2.32M shares), LPL Financial LLC (1.3M shares), RAYMOND JAMES FINANCIAL INC (1.04M shares), UBS Group AG (506K shares), BANK OF AMERICA CORP /DE/ (494K shares), Royal Bank of Canada (392K shares), NewEdge Advisors, LLC (388K shares), and Vestmark Advisory Solutions, Inc. (372K shares).
This table shows the top 227 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.