FIRST TRUST FINANCIAL ALPHAD (FXO) Institutional Shareholders
FIRST TRUST FINANCIAL ALPHAD (FXO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $643.30M in FXO holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FXO tracked by InsiderSet, reporting ownership valued at approximately $102.97M in its March 31, 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 $120.71M, representing an estimated gain of +17.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
222
Total Reported Value
$643.30M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$102.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
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% | 1,832,524 | $102,969,526 | $120,705,241 | +$17,735,715 | +17.22% | |
| Morgan Stanley | 0.01% | 1,563,296 | $87,841,651 | $102,971,650 | +$15,129,999 | +17.22% | |
| Lpl Financial Llc | 0.02% | 1,015,427 | $57,056,814 | $66,884,450 | +$9,827,636 | +17.22% | |
| Raymond James Financial Inc | 0.02% | 897,360 | $50,422,710 | $59,107,578 | +$8,684,868 | +17.22% | |
| Bank Of America Corp | 0.00% | 467,381 | $26,262,148 | $30,785,592 | +$4,523,444 | +17.22% | |
| Ubs Group Ag | 0.00% | 405,597 | $22,790,496 | $26,715,985 | +$3,925,489 | +17.22% | |
| Wcg Wealth Advisors Llc | 0.48% | 303,823 | $17,071,682 | $20,012,305 | +$2,940,623 | +17.23% | |
| Ameriprise Financial Inc | 0.00% | 285,053 | $16,013,352 | $18,775,957 | +$2,762,605 | +17.25% | |
| Earned Wealth Advisors, Llc | 0.95% | 252,883 | $14,209,507 | $16,656,973 | +$2,447,466 | +17.22% | |
| Stifel Financial Corp | 0.01% | 252,098 | $14,165,580 | $16,605,267 | +$2,439,687 | +17.22% | |
| Commonwealth Equity Services, Llc | 0.02% | 193,074 | $12,059,416 | $12,717,456 | +$658,040 | +5.46% | |
| Royal Bank Of Canada | 0.00% | 212,085 | $11,916,000 | $13,969,678 | +$2,053,678 | +17.23% | |
| Two Sigma Investments, Lp | 0.01% | 204,100 | $11,468,379 | $13,443,720 | +$1,975,341 | +17.22% | |
| Tradewell Securities, Llc. | 3.60% | 161,354 | $10,078,195 | $10,628,114 | +$549,919 | +5.46% | |
| Perryman Financial Advisory Inc | 1.30% | 156,419 | $9,769,947 | $10,303,054 | +$533,107 | +5.46% | |
| D.A. Davidson & Co. | 0.05% | 145,719 | $9,101,642 | $9,598,263 | +$496,621 | +5.46% | |
| Envestnet Asset Management Inc | 0.00% | 136,379 | $7,663,121 | $8,983,053 | +$1,319,932 | +17.22% | |
| Cetera Investment Advisers | 0.01% | 104,681 | $5,882,016 | $6,895,160 | +$1,013,144 | +17.22% | |
| Osaic Holdings, Inc. | 0.01% | 100,442 | $5,647,200 | $6,615,944 | +$968,744 | +17.15% | |
| Rockefeller Capital Management L.P. | 0.01% | 99,351 | $5,582,583 | $6,544,081 | +$961,498 | +17.22% | |
| Sfi Advisors, Llc | 3.83% | 71,126 | $4,442,530 | $4,684,949 | +$242,419 | +5.46% | |
| Truist Financial Corp | 0.01% | 70,866 | $4,426,298 | $4,667,823 | +$241,525 | +5.46% | |
| Proactive Wealth Strategies Llc | 0.82% | 77,429 | $4,350,670 | $5,100,117 | +$749,447 | +17.23% | |
| World Investment Advisors | 0.06% | 69,621 | $3,912,020 | $4,585,817 | +$673,797 | +17.22% | |
| Hightower Advisors, Llc | 0.00% | 69,206 | $3,888,662 | $4,558,482 | +$669,820 | +17.22% | |
| Susquehanna International Group, Llp | 0.00% | 65,232 | $3,665,386 | $4,296,721 | +$631,335 | +17.22% | |
| Citadel Advisors Llc | 0.00% | 62,114 | $3,490,186 | $4,091,344 | +$601,158 | +17.22% | |
| Private Advisor Group, Llc | 0.01% | 51,143 | $3,194,366 | $3,368,702 | +$174,336 | +5.46% | |
| Kestra Advisory Services, Llc | 0.01% | 49,158 | $3,070,407 | $3,237,954 | +$167,547 | +5.46% | |
| Western Wealth Management, Llc | 0.10% | 50,011 | $2,810,101 | $3,294,140 | +$484,039 | +17.22% | |
| Daymark Wealth Partners, Llc | 0.07% | 43,185 | $2,697,323 | $2,844,523 | +$147,200 | +5.46% | |
| Mml Investors Services, Llc | 0.01% | 45,756 | $2,571,016 | $3,013,870 | +$442,854 | +17.22% | |
| Choice Wealth Advisors Llc | 0.89% | 40,451 | $2,526,569 | $2,664,439 | +$137,870 | +5.46% | |
| Newedge Advisors, Llc | 0.11% | 18,852 | $2,442,407 | $1,241,749 | -$1,200,658 | -49.16% | |
| Benjamin Edwards Inc | 0.02% | 38,528 | $2,406,598 | $2,537,774 | +$131,176 | +5.45% | |
| Tower Research Capital Llc (Trc) | 0.06% | 42,361 | $2,380,264 | $2,790,247 | +$409,983 | +17.22% | |
| Jones Financial Companies Lllp | 0.00% | 41,909 | $2,282,351 | $2,760,475 | +$478,124 | +20.95% | |
| Waverly Advisors, Llc | 0.02% | 40,492 | $2,275,239 | $2,667,139 | +$391,900 | +17.22% | |
| Mercer Global Advisors Inc | 0.00% | 39,615 | $2,225,967 | $2,609,373 | +$383,406 | +17.22% | |
| Paller Financial Services Inc | 1.54% | 32,989 | $2,060,493 | $2,172,929 | +$112,436 | +5.46% | |
| Concurrent Investment Advisors, Llc | 0.02% | 32,847 | $2,051,649 | $2,163,576 | +$111,927 | +5.46% | |
| Genesee Capital Advisors, Llc | 0.85% | 35,947 | $2,019,885 | $2,367,768 | +$347,883 | +17.22% | |
| Prospera Financial Services Inc | 0.03% | 31,432 | $1,965,040 | $2,070,372 | +$105,332 | +5.36% | |
| Cyndeo Wealth Partners, Llc | 0.09% | 31,199 | $1,948,714 | $2,055,025 | +$106,311 | +5.46% | |
| Creativeone Wealth, Llc | 0.04% | 32,420 | $1,821,732 | $2,135,450 | +$313,718 | +17.22% | |
| Plotkin Financial Advisors, Llc | 0.91% | 32,320 | $1,816,060 | $2,128,863 | +$312,803 | +17.22% | |
| Pacific Sun Financial Corp | 0.87% | 32,030 | $1,799,766 | $2,109,762 | +$309,996 | +17.22% | |
| Harbour Investments, Inc. | 0.03% | 31,902 | $1,792,620 | $2,101,331 | +$308,711 | +17.22% | |
| International Assets Investment Management, Llc | 0.11% | 27,944 | $1,773,614 | $1,840,624 | +$67,010 | +3.78% | |
| Arkadios Wealth Advisors | 0.03% | 29,925 | $1,681,489 | $1,971,109 | +$289,620 | +17.22% |
Frequently asked questions about FXO
Who owns the most FXO stock?
The largest holders of FXO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST FINANCIAL ALPHAD (FXO).
Is FXO widely held by superinvestors?
Many widely followed stocks like FXO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.