Who Owns First Trust Financials AlphaDEX
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Financials AlphaDEX.
Who crossed 5% of FXO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Crumly & Associates Inc.FINLS ALPHADEX25.8K shheld | $1.6M |
| Ballew Advisors, IncFINLS ALPHADEX20.5K shtrimmed | $1.3M |
| Farther Finance Advisors, LLCETF20.5K shtrimmed | $1.2M |
| TrueWealth Advisors, LLCFINLS ALPHADEX13.5K shadded | $816.5K |
| HF Advisory Group, LLCFINLS ALPHADEX11.6K shtrimmed | $700.7K |
| Venture Visionary Partners LLCFINLS ALPHADEX5.2K shheld | $315.2K |
| Sound Income Strategies, LLCFINLS ALPHADEX4K shheld | $246.6K |
| CoreCap Advisors, LLCETF3.2K shtrimmed | $195.5K |
| Bank & Trust CoFINLS ALPHADEX181 shheld | $11K |
| Trust CoETF76 shheld | $4.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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