FIRST TRUST PORTFOLIOS LP

Holdings History for First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Financials AlphaDEX(R) Fund (FXO)

Symbol: FXO
Investment type: Equity / First Trust Financials AlphaDEX(R) Fund
Latest Disclosed Shares Owned: 21,708 shares
Security Ownership %: 0.07%

First Trust Portfolios L.P. ownership in First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Financials AlphaDEX(R) Fund (FXO)

06 Mar 2026 - First Trust Portfolios L.P. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 21,708 shares of First Trust Exchange-Traded AlphaDEX(R) Fund First Trust Financials AlphaDEX(R) Fund (FXO). This represents 0.07% ownership of the company. In their previous filing dated 20 Jan 2026, FIRST TRUST PORTFOLIOS LP had reported owning 12,700,631 shares, indicating a decrease of +100%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
First Trust Portfolios L.P.	0.07%	-99%	$1,303,131	21,708	-12,678,923	-100%	$60.03	13G/A	28 Feb 2026	06 Mar 2026, 12:36
First Trust Portfolios L.P.	36%	+2.9%	$766,483,081	12,700,631	-1,200,487	-8.6%	$60.35	13G/A	31 Dec 2025	20 Jan 2026, 09:44
First Trust Portfolios L.P.	35%	-14%	$705,898,772	13,901,118	-1,154,991	-7.7%	$50.78	13G/A	31 Mar 2025	07 Apr 2025, 10:00
First Trust Portfolios L.P.	40%		$764,549,215	15,056,109			$50.78	13G	31 Dec 2024	07 Jan 2025, 09:52