FIRST TRUST FINANCIAL ALPHAD FXO
$63.95
+0.8% 52w: $52.66 – $63.95
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data52.6658.3063.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
220
-23 QoQ
13F value
$660.9M
-61.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$406K calls / — puts
Institutional value by quarter
Number of holders
Who owns FXO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 1.8M | $103.0M | 0.0% | -24.4% |
| MORGAN STANLEY | Bank broker | 1.6M | $87.8M | 0.0% | -26.1% |
| LPL Financial LLC | Bank broker | 1.0M | $57.1M | 0.0% | -15.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 897.4K | $50.4M | 0.0% | -11.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 467.4K | $26.3M | 0.0% | -1.5% |
| UBS Group AG | Bank broker | 405.6K | $22.8M | 0.0% | -20.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 303.8K | $17.1M | 0.5% | +3.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 285.1K | $16.0M | 0.0% | -25.0% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 252.9K | $14.2M | 1.0% | -0.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 252.1K | $14.2M | 0.0% | +3.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 214.7K | $12.1M | 0.0% | -3.4% |
| ROYAL BANK OF CANADA | Bank broker | 212.1K | $11.9M | 0.0% | -16.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 204.1K | $11.5M | 0.0% | +230.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 160.9K | $9.0M | 0.0% | -9.0% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | Other | 153.6K | $8.6M | 1.3% | -1.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 153.5K | $8.6M | 0.1% | -21.0% |
| TradeWell Securities, LLC. | Wealth advisor | 149.3K | $8.4M | 3.5% | +11.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.4K | $7.7M | 0.0% | -10.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 107.3K | $6.0M | 0.0% | -4.5% |
| Cetera Investment Advisers | Wealth advisor | 104.7K | $5.9M | 0.0% | -11.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 100.4K | $5.6M | 0.0% | -44.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 99.4K | $5.6M | 0.0% | +5.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 98.3K | $5.5M | 0.1% | -42.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 83.6K | $4.7M | 0.0% | -8.2% |
| Proactive Wealth Strategies LLC | Wealth advisor | 77.4K | $4.4M | 0.8% | +92.0% |
| SFI Advisors, LLC | Wealth advisor | 72.1K | $4.1M | 4.3% | -36.8% |
| World Investment Advisors | Wealth advisor | 69.6K | $3.9M | 0.1% | -24.5% |
| HighTower Advisors, LLC | Diversified mechanical | 69.2K | $3.9M | 0.0% | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 65.2K | $3.7M | 0.0% | -11.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 62.1K | $3.5M | 0.0% | +113.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 62.0K | $3.5M | 0.0% | -81.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 55.5K | $3.1M | 0.0% | -2.0% |
| Western Wealth Management, LLC | Wealth advisor | 50.0K | $2.8M | 0.1% | -1.1% |
| Private Advisor Group, LLC | Wealth advisor | 49.8K | $2.8M | 0.0% | -6.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 45.8K | $2.6M | 0.0% | -42.8% |
| Prospera Financial Services Inc | Diversified mechanical | 43.0K | $2.4M | 0.0% | -3.6% |
| Tower Research Capital LLC (TRC) | Market maker | 42.4K | $2.4M | 0.1% | +1029.6% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 42.0K | $2.4M | 0.1% | -68.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 41.9K | $2.3M | 0.0% | +11.3% |
| Waverly Advisors, LLC | Wealth advisor | 40.5K | $2.3M | 0.0% | -0.9% |
| Choice Wealth Advisors LLC | Wealth advisor | 40.4K | $2.3M | 0.9% | +0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 39.6K | $2.2M | 0.0% | +37.2% |
| Paller Financial Services Inc | Wealth advisor | 38.5K | $2.2M | 1.8% | -3.0% |
| Genesee Capital Advisors, LLC | Wealth advisor | 35.9K | $2.0M | 0.8% | -0.1% |
| Peak Planning Group, LLC | Wealth advisor | 33.2K | $1.9M | 0.5% | -0.7% |
| CreativeOne Wealth, LLC | Wealth advisor | 32.4K | $1.8M | 0.0% | +4.6% |
| Plotkin Financial Advisors, LLC | Wealth advisor | 32.3K | $1.8M | 0.9% | -4.0% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 32.3K | $1.8M | 0.0% | -5.0% |
| Pacific Sun Financial Corp | Wealth advisor | 32.0K | $1.8M | 0.9% | +2.3% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 31.9K | $1.8M | 0.0% | -74.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.