FXO Institutional Ownership & Shareholders
FIRST TRUST FINANCIAL ALPHAD (FXO) is currently held by 218 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $648.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FXO tracked by InsiderSet, reporting ownership valued at approximately $112.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $115.43M, representing an estimated gain of +2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FXO value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST FINANCIAL ALPHAD (FXO).
This page ranks the largest institutional FXO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
218
Total Reported Value
$648.96M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$112.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.02% | 1,803,663 | $112,656,778 | $115,434,432 | +$2,777,654 | +2.47% | |
| Morgan Stanley | 0.00% | 1,380,442 | $86,222,472 | $88,348,288 | +$2,125,816 | +2.47% | |
| Lpl Financial Llc | 0.01% | 973,096 | $60,779,561 | $62,278,144 | +$1,498,583 | +2.47% | |
| Raymond James Financial Inc | 0.02% | 882,643 | $55,129,878 | $56,489,152 | +$1,359,274 | +2.47% | |
| Bank Of America Corp | 0.00% | 451,816 | $28,220,427 | $28,916,224 | +$695,797 | +2.47% | |
| Ubs Group Ag | 0.00% | 360,777 | $22,534,132 | $23,089,728 | +$555,596 | +2.47% | |
| Wcg Wealth Advisors Llc | 0.48% | 324,995 | $20,298,900 | $20,799,680 | +$500,780 | +2.47% | |
| Earned Wealth Advisors, Llc | 0.99% | 245,103 | $15,309,113 | $15,686,592 | +$377,479 | +2.47% | |
| Stifel Financial Corp | 0.01% | 212,251 | $13,257,311 | $13,584,064 | +$326,753 | +2.46% | |
| Ameriprise Financial Inc | 0.00% | 199,654 | $12,470,056 | $12,777,856 | +$307,800 | +2.47% | |
| Tradewell Securities, Llc. | 3.46% | 169,009 | $10,245,345 | $10,816,576 | +$571,231 | +5.58% | |
| Janney Montgomery Scott Llc | 0.02% | 158,128 | $9,877,000 | $10,120,192 | +$243,192 | +2.46% | |
| Perryman Financial Advisory Inc | 1.20% | 156,577 | $9,491,714 | $10,020,928 | +$529,214 | +5.58% | |
| Commonwealth Equity Services, Llc | 0.01% | 156,368 | $9,479,041 | $10,007,552 | +$528,511 | +5.58% | |
| D.A. Davidson & Co. | 0.05% | 147,505 | $8,941,791 | $9,440,320 | +$498,529 | +5.58% | |
| Envestnet Asset Management Inc | 0.00% | 127,757 | $7,979,671 | $8,176,448 | +$196,777 | +2.47% | |
| Cetera Investment Advisers | 0.01% | 103,678 | $6,475,775 | $6,635,392 | +$159,617 | +2.46% | |
| Osaic Holdings, Inc. | 0.01% | 97,304 | $6,080,530 | $6,227,456 | +$146,926 | +2.42% | |
| Rockefeller Capital Management L.P. | 0.01% | 94,668 | $5,912,982 | $6,058,752 | +$145,770 | +2.47% | |
| Royal Bank Of Canada | 0.00% | 79,697 | $4,977,000 | $5,100,608 | +$123,608 | +2.48% | |
| Kestra Advisory Services, Llc | 0.01% | 74,518 | $4,517,297 | $4,769,152 | +$251,855 | +5.58% | |
| Proactive Wealth Strategies Llc | 0.72% | 71,574 | $4,470,434 | $4,580,736 | +$110,302 | +2.47% | |
| Two Sigma Investments, Lp | 0.00% | 70,200 | $4,384,692 | $4,492,800 | +$108,108 | +2.47% | |
| Truist Financial Corp | 0.01% | 70,994 | $4,303,659 | $4,543,616 | +$239,957 | +5.58% | |
| Sfi Advisors, Llc | 3.54% | 70,951 | $4,301,050 | $4,540,864 | +$239,814 | +5.58% | |
| Mml Investors Services, Llc | 0.01% | 62,706 | $3,916,587 | $4,013,184 | +$96,597 | +2.47% | |
| World Investment Advisors | 0.06% | 69,621 | $3,912,020 | $4,455,744 | +$543,724 | +13.90% | |
| Private Advisor Group, Llc | 0.01% | 51,143 | $3,194,366 | $3,273,152 | +$78,786 | +2.47% | |
| Western Wealth Management, Llc | 0.10% | 50,422 | $3,149,353 | $3,227,008 | +$77,655 | +2.47% | |
| Jones Financial Companies Lllp | 0.00% | 45,531 | $2,845,214 | $2,913,984 | +$68,770 | +2.42% | |
| Newedge Advisors, Llc | 0.01% | 44,832 | $2,800,223 | $2,869,248 | +$69,025 | +2.46% | |
| Daymark Wealth Partners, Llc | 0.07% | 43,185 | $2,697,323 | $2,763,840 | +$66,517 | +2.47% | |
| Waverly Advisors, Llc | 0.01% | 40,332 | $2,519,118 | $2,581,248 | +$62,130 | +2.47% | |
| Choice Wealth Advisors Llc | 0.84% | 40,090 | $2,430,256 | $2,565,760 | +$135,504 | +5.58% | |
| Concurrent Investment Advisors, Llc | 0.02% | 40,040 | $2,427,204 | $2,562,560 | +$135,356 | +5.58% | |
| Benjamin Edwards Inc | 0.02% | 38,528 | $2,406,598 | $2,465,792 | +$59,194 | +2.46% | |
| Peak Planning Group, Llc | 0.47% | 33,121 | $2,068,737 | $2,119,744 | +$51,007 | +2.47% | |
| Creativeone Wealth, Llc | 0.04% | 32,406 | $2,024,063 | $2,073,984 | +$49,921 | +2.47% | |
| Prospera Financial Services Inc | 0.03% | 31,432 | $1,965,040 | $2,011,648 | +$46,608 | +2.37% | |
| Paller Financial Services Inc | 1.48% | 31,790 | $1,927,110 | $2,034,560 | +$107,450 | +5.58% | |
| Pacific Sun Financial Corp | 0.76% | 29,330 | $1,831,952 | $1,877,120 | +$45,168 | +2.47% | |
| Plotkin Financial Advisors, Llc | 0.74% | 28,589 | $1,785,668 | $1,829,696 | +$44,028 | +2.47% | |
| Kingsview Wealth Management, Llc | 0.02% | 28,022 | $1,750,253 | $1,793,408 | +$43,155 | +2.47% | |
| Baird Financial Group, Inc. | 0.00% | 27,728 | $1,731,891 | $1,774,592 | +$42,701 | +2.47% | |
| International Assets Investment Management, Llc | 0.10% | 27,874 | $1,701,134 | $1,783,936 | +$82,802 | +4.87% | |
| Mercer Global Advisors Inc | 0.00% | 26,910 | $1,680,799 | $1,722,240 | +$41,441 | +2.47% | |
| Crumly & Associates Inc. | 0.28% | 25,838 | $1,566,273 | $1,653,632 | +$87,359 | +5.58% | |
| Harmony Asset Management Llc | 0.39% | 25,559 | $1,549,387 | $1,635,776 | +$86,389 | +5.58% | |
| Worthington Financial Partners, Llc | 1.23% | 24,063 | $1,458,699 | $1,540,032 | +$81,333 | +5.58% | |
| Navellier & Associates Inc | 0.12% | 23,322 | $1,456,692 | $1,492,608 | +$35,916 | +2.47% |
Frequently asked questions about FXO
Who are the largest institutional holders of FXO?
The largest institutional holders of FXO reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported FXO position.
What is FXO institutional ownership?
This page tracks FXO positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST FINANCIAL ALPHAD (FXO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXO?
InsiderSet currently tracks 218 institutional managers reporting FXO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXO shareholders.
How much FXO stock do institutions own?
Institutional investment managers disclosed approximately $648.96M in FXO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXO institutional ownership last updated?
The latest FXO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXO position after the reporting date.
Are institutions buying or selling FXO?
Institutional buying and selling can be analyzed by comparing FXO positions across consecutive 13F reporting periods. InsiderSet's FXO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXO ownership changes.
How has FXO institutional ownership changed over time?
InsiderSet tracks FXO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.