FIRST TRUST FINANCIAL ALPHAD (FXO) Institutional Ownership Changes & 13F Activity

FIRST TRUST FINANCIAL ALPHAD (FXO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Two Sigma Investments, Lp, Royal Bank Of Canada, Susquehanna International Group, Llp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+1,9921,992$124.42KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-321-2.3%13,930$870.08KQ2 2026Sep 09, 2026
Envision Financial Transparency, LlcBuy+16,00016,000$957.00KQ2 2026Aug 21, 2026
Mercer Global Advisors IncSell-12,705-32.1%26,910$1.68MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-598-2.1%28,022$1.75MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcSell-1,009-19.6%4,128$257.89KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-200-3.3%5,893$368.08KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+144+2.0%7,250$453.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-85-25.3%251$15.72KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+199,654199,654$12.47MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-133,900-65.6%70,200$4.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-132,388-62.4%79,697$4.98MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-43,170-66.2%22,062$1.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-28,861-1.6%1,803,663$112.66MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+21,172+7.0%324,995$20.30MQ2 2026Aug 14, 2026
Blueprint Financial Advisors LlcBuy+18,56918,569$1.16MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-16,625-80.4%4,050$252.95KQ2 2026Aug 14, 2026
Bank Of America CorpSell-15,565-3.3%451,816$28.22MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-14,717-1.6%882,643$55.13MQ2 2026Aug 14, 2026
&PartnersBuy+10,754+111.9%20,365$1.27MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcSell-7,780-3.1%245,103$15.31MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+6,547+62.1%17,083$1.07MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+6,1496,149$384.07KQ2 2026Aug 14, 2026
Plotkin Financial Advisors, LlcSell-3,731-11.5%28,589$1.79MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,622+8.6%45,531$2.85MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+3,4513,451$215.53KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+3,3123,312$206.86KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,138-3.1%97,304$6.08MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,4922,492$155.46KQ2 2026Aug 14, 2026
Kkm Financial LlcSell-539-4.6%11,065$691.11KQ2 2026Aug 14, 2026
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Frequently asked questions about FXO activity

  • Which institutional owners are buying FXO?

    Institutional owners buying FXO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXO activity?

    "Buy" means an investor increased their reported position in FXO compared to the prior reporting period. This reflects growing exposure to FIRST TRUST FINANCIAL ALPHAD (FXO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXO increasing?

    Institutional interest in FXO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.