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
-
28,414,174
-
Share change
-
-1,203,261
-
Total reported value
-
$1,714,843,147
-
Price per share
-
$60.35
-
Number of holders
-
240
-
Value change
-
-$72,575,362
-
Number of buys
-
84
-
Number of sells
-
108
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
240 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,414,174 shares.
The largest 10 holders included
FIRST TRUST ADVISORS LP, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, UBS Group AG, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, Nilsine Partners, LLC, and Advisory Services Network, LLC.
This page lists
240
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.