FIRST TRUST FINANCIALS ALPHADEX FUND

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FXO·33734X135·US·ETF·Unknown - Unknown-13D/G

FXO (FIRST TRUST FINANCIALS ALPHADEX FUND) is held by 59 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($112.7M), MORGAN STANLEY ($86.2M), LPL Financial LLC ($60.8M). Net institutional sentiment: Bearish.

59

Holders

(11 Elite)

$496.5M

Total Value

26% (58)

Consensus

15 buying - 43 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)75

Activist (13D/13G)69

Congressional (STOCK Act)57

Holder Quality

28

★★★★★

Elite

34

★★★★

Strong

36

★★★

Solid

74

★★

Below

51

★

Weak

Held by 59 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Mar 6, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.0.1%Mar 6, 2026

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Top Holders

Top Holders (59)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Decreased	1.8M(-1.6%)	$112.7M	0.0%	+50.18%	0
MORGAN STANLEY	Decreased	1.4M(-11.7%)	$86.2M	0.0%	+40.70%	0
LPL Financial LLC	Decreased	973,096(-4.2%)	$60.8M	0.0%	+88.31%	0
RAYMOND JAMES FINANCIAL INC	Decreased	882,643(-1.6%)	$55.1M	0.0%	+24.16%	0
BANK OF AMERICA CORP /DE/	Decreased	451,816(-3.3%)	$28.2M	0.0%	+25.84%	0
UBS Group AG	Decreased	360,777(-11.1%)	$22.5M	0.0%	+66.27%	0
STIFEL FINANCIAL CORP	Decreased	212,251(-15.8%)	$13.3M	0.0%	+48.61%	0
AMERIPRISE FINANCIAL INC	Decreased	199,654(-30.0%)	$12.5M	0.0%	+39.88%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	193,074(-10.1%)	$12.1M	0.0%	+50.21%	0
D.A. DAVIDSON & CO.	Decreased	145,719(-5.0%)	$9.1M	0.1%	+38.54%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	127,757(-6.3%)	$8M	0.0%	+42.47%	0
Cetera Investment Advisers	Decreased	103,678(-1.0%)	$6.5M	0.0%	+50.10%	0
OSAIC HOLDINGS, INC.	Decreased	97,304(-3.1%)	$6.1M	0.0%	+41.32%	0
Rockefeller Capital Management L.P.	Decreased	94,668(-4.7%)	$5.9M	0.0%	+34.37%	0
ROYAL BANK OF CANADA	Decreased	79,697(-62.4%)	$5M	0.0%	+22.76%	0
TRUIST FINANCIAL CORP	Decreased	70,866(-15.3%)	$4.4M	0.0%	+37.66%	0
TWO SIGMA INVESTMENTS, LP	Decreased	70,200(-65.6%)	$4.4M	0.0%	+14.38%	0
HighTower Advisors, LLC	Decreased	67,621(-2.3%)	$4.2M	0.0%	+71.22%	0
MML INVESTORS SERVICES, LLC	Increased	62,706(+37.0%)	$3.9M	0.0%	+39.93%	35
Private Advisor Group, LLC	Increased	51,143(+2.8%)	$3.2M	0.0%	+36.74%	27

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FXOFIRST TRUST FINANCIALS ALPHADEX FUND

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer