FXO

First Trust Financial Alphad

Latest period2026 - Q1Total superinvestors221

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 221 superinvestors own shares of First Trust Financial Alphad (FXO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Financial Alphad (FXO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Financial Alphad (FXO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Financial Alphad (FXO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -24.35%
0.02%
$102.97M
1.833M shares@ 56.2 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -26.09%
0.01%
$87.842M
1.563M shares@ 56.2 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -15.03%
0.02%
$57.057M
1.015M shares@ 56.19 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -11.24%
0.02%
$50.423M
897,360 shares@ 56.2 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -1.54%
0.01%
$26.262M
467,381 shares@ 56.2 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -20.27%
0.01%
$22.79M
405,597 shares@ 56.2 avg price
Rosemary A Richard@Wcg Wealth Advisors Llc
Recent Activity
Increased 3.04%
0.48%
$17.072M
303,823 shares@ 56.19 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -25%
0.01%
$16.013M
285,053 shares@ 56.18 avg price
WILLIAM GERALD MARTIN III@Earned Wealth Advisors, Llc
Recent Activity
Decreased -0.33%
0.96%
$14.21M
252,883 shares@ 56.2 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 3.61%
0.02%
$14.166M
252,098 shares@ 56.2 avg price

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