FXO

First Trust Financial AlphadETF$65.15 1.56%
UnclassifiedUSCUSIP 33734X135· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
143
-10 QoQ
13F Value (tracked)
$572.9M
13F Moves · latest Q
17 added
21 trimmed
Recent Filings
0

Price & smart-money activity

$65.15 1.56%5Y +57.3%
$31.02$40.19$49.35$58.51$67.68202120222023202420252026121722121522201616172314202213251220172015211323171932203119222923283230253549
Hover for who · click for detailEnd-of-day closing prices52w $54.46 – $65.15
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Ask your agent what changed in FXO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FXO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FXO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

143 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WELLS FARGO & COMPANY/MN
$103.0M
1.8M
−24%
Reduced · −590K sh
Q1 2026
2MORGAN STANLEY
$87.8M
1.6M
−26%
Reduced · −552K sh
Q1 2026
3LPL Financial LLC
$57.1M
1.0M
−15%
Reduced · −180K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$50.4M
897K
−11%
Reduced · −114K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$26.3M
467K
−1.5%
Reduced · −7K sh
Q1 2026
6UBS Group AG
$22.8M
406K
−20%
Reduced · −103K sh
Q1 2026
7WCG Wealth Advisors LLC
$17.1M
304K
+3.0%
Added · +9K sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$16.0M
285K
−25%
Reduced · −95K sh
Q1 2026
9STIFEL FINANCIAL CORP
$14.2M
252K
+3.6%
Added · +9K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$12.1M
215K
−3.4%
Reduced · −8K sh
Q1 2026
11ROYAL BANK OF CANADA
$11.9M
212K
−16%
Reduced · −41K sh
Q1 2026
12TWO SIGMA INVESTMENTS, LP
$11.5M
204K
+230%
Added · +142K sh
Q1 2026
13D.A. DAVIDSON & CO.
$8.6M
153K
−21%
Reduced · −41K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$7.7M
136K
−11%
Reduced · −17K sh
Q1 2026
15Cetera Investment Advisers
$5.9M
105K
−11%
Reduced · −13K sh
Q1 2026
16OSAIC HOLDINGS, INC.
$5.6M
100K
−45%
Reduced · −82K sh
Q1 2026
17Rockefeller Capital Management L.P.
$5.6M
99K
+5.9%
Added · +6K sh
Q1 2026
18BENJAMIN EDWARDS INC
$5.5M
98K
−43%
Reduced · −73K sh
Q1 2026
19TRUIST FINANCIAL CORP
$4.7M
84K
−8.2%
Reduced · −8K sh
Q1 2026
20HighTower Advisors, LLC
$3.9M
69K
~0%
Added · +28 sh
Q1 2026
21SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.7M
65K
−12%
Reduced · −9K sh
Q1 2026
22CITADEL ADVISORS LLC
$3.5M
62K
+114%
Added · +33K sh
Q1 2026
23NewEdge Advisors, LLC
$3.5M
62K
−81%
Reduced · −267K sh
Q1 2026
24Kestra Advisory Services, LLC
$3.1M
56K
−2.0%
Reduced · −1K sh
Q1 2026
25Western Wealth Management, LLC
$2.8M
50K
−1.1%
Reduced · −552 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
16
funds
Reduced
21
funds
Exited
0
funds

Institutional ownership over time

145 funds+30 since Q3 2024
078155Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $574.2M

Funds that own FXO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA79 funds$21.6B
MICROSOFT CORPMSFT79 funds$17.5B
SS SPDR S&P 500 ETF TRUST-USSPY79 funds$10.8B
BROADCOM INCAVGO79 funds$8.8B
ALPHABET INC-CL CGOOG79 funds$8.3B
JPMORGAN CHASE & COJPM79 funds$8.0B
META PLATFORMS INC-CLASS AMETA79 funds$7.7B
VANGUARD VALUE ETFVTV79 funds$6.0B
WALMART INCWMT79 funds$4.7B
ELI LILLY & COLLY79 funds$4.6B
COSTCO WHOLESALE CORPCOST79 funds$4.5B
EXXON MOBIL CORPXOM79 funds$4.4B

Ranked by how many of FXO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.