First Trust Financial Alphad ETF (FXO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FXO (all 13F filers)
- Wells Fargo1.8 MBank or trading desk−29 K
- Morgan Stanley1.4 MBank or trading desk−183 K
- LPL Financial973 KWealth adviser−42 K
- Raymond James Financial883 KWealth adviser−15 K
- Bank of America452 KBank or trading desk−16 K
- UBS Group361 KBank or trading desk−45 K
- WCG Wealth Advisors325 KWealth adviser+21 K
- Earned Wealth Advisors245 KWealth adviser−7,780
- Stifel Financial212 KWealth adviser−40 K
- Ameriprise Financial200 KWealth adviser−85 K
- Shares
- 1.8 M
- Change
- −29 K
See more
- Type
- Bank or trading desk
- Value
- $113M
- Shares
- 1.4 M
- Change
- −183 K
See more
- Type
- Bank or trading desk
- Value
- $86.2M
- Shares
- 973 K
- Change
- −42 K
See more
- Type
- Wealth adviser
- Value
- $60.8M
- Shares
- 883 K
- Change
- −15 K
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- Type
- Wealth adviser
- Value
- $55.1M
- Shares
- 452 K
- Change
- −16 K
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- Type
- Bank or trading desk
- Value
- $28.2M
- Shares
- 361 K
- Change
- −45 K
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- Type
- Bank or trading desk
- Value
- $22.5M
- Shares
- 325 K
- Change
- +21 K
See more
- Type
- Wealth adviser
- Value
- $20.3M
- Shares
- 245 K
- Change
- −7,780
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- Type
- Wealth adviser
- Value
- $15.3M
- Shares
- 212 K
- Change
- −40 K
See more
- Type
- Wealth adviser
- Value
- $13.3M
- Shares
- 200 K
- Change
- −85 K
See more
- Type
- Wealth adviser
- Value
- $12.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗