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FXO · First Trust Financials AlphaDEX Fund ETF

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$66.53 -0.45 (-0.67%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $568,885
Total Shares: 9,108

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
72.2%
Mar 2021 → Jun 2026 · range 19.4% – 100.0%
−27.8 pts
Top 5
100.0%
Mar 2021 → Jun 2026 · range 49.6% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2021 → Jun 2026 · range 62.8% – 100.0%
0.0 pts
HHI
5,984
Mar 2021 → Jun 2026 · range 710 – 10,000
Highly concentrated−4,016

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +45.1%
Shares held: +40.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
CARLSON FINANCIAL, INC. +78 6,574

Top Sellers

vs Dec 31, 2025
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Parkside Financial Bank & Trust 2,534 $158,273

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 1 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CARLSON FINANCIAL, INC. FXO $410,612 72.18% 6,574
Parkside Financial Bank & Trust FXO $158,273 27.82% 2,534