Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / First Trust Financials AlphaDEX(R) Fund
-
Shares outstanding
-
35,645,891
-
Total 13F shares
-
3,265,314
-
Share change
-
+100,553
-
Total reported value
-
$197,101,241
-
Price per share
-
$60.35
-
Number of holders
-
116
-
Value change
-
+$6,101,066
-
Number of buys
-
41
-
Number of sells
-
52
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) as of Q4 2025
As of 31 Dec 2025,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO) was held by
116 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,265,314 shares.
The largest 10 holders included
UBS Group AG, Nilsine Partners, LLC, EARNED WEALTH ADVISORS, LLC, D.A. DAVIDSON & CO., BENJAMIN EDWARDS INC, DAYMARK WEALTH PARTNERS, LLC, Cambridge Investment Research Advisors, Inc., Monument Capital Management, World Investment Advisors, and TRUIST FINANCIAL CORP.
This page lists
116
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.