FXO

First Trust Financial Alphad

Latest period2026 - Q2Total superinvestors25

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 25 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
Christopher Markos@Choice Wealth Advisors Llc
Recent Activity
Increased 0.07%
0.89%
$2.527M
40,451 shares@ 62.46 avg price
Jennifer McElderry@Paller Financial Services Inc
Recent Activity
Decreased -14.27%
1.55%
$2.06M
32,989 shares@ 62.47 avg price
Sonia Biastti@Prospera Financial Services Inc
Recent Activity
Decreased -26.83%
0.03%
$1.965M
31,432 shares@ 62.52 avg price
Bridget Johnson@Crumly & Associates Inc.
Recent Activity
Decreased -2.88%
0.31%
$1.614M
25,838 shares@ 62.46 avg price
C Brooks Mosby@Ballew Advisors, Inc
Recent Activity
Increased 0.01%
0.69%
$1.332M
20,829 shares@ 63.95 avg price
Larry J Sims@Truewealth Advisors, Llc
Recent Activity
Increased 3.71%
0.18%
$784,731
12,564 shares@ 62.46 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Increased 1.94%
0.23%
$736,417
11,790 shares@ 62.47 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Decreased -0.46%
0.02%
$642,276
10,283 shares@ 62.46 avg price
Edison Byzyka@Cx Institutional
Recent Activity
Decreased -46.24%
0.02%
$527,000
8,438 shares@ 62.46 avg price
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Decreased -1.05%
0.09%
$510,420
8,172 shares@ 62.46 avg price

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