FXO

First Trust Financial AlphadETF
UnclassifiedUSCUSIP 33734X135◍ Confluence graph
Tracked 13F Holders
203
-55 QoQ
13F Value (tracked)
$629.0M
13F Moves · latest Q
28 added
18 trimmed
Recent Filings
0

Who owns FXO?

203 tracked 13F filers

203 tracked 13F filers disclose a position in FXO as of the latest SEC 13F filings, a combined $629.0M in reported value. 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.

#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
13TradeWell Securities, LLC.
$10.1M
161K
+8.1%
Added · +12K sh
Q2 2026
14PERRYMAN FINANCIAL ADVISORY INC /AD
$9.8M
156K
+1.8%
Added · +3K sh
Q2 2026
15D.A. DAVIDSON & CO.
$9.1M
146K
−5.0%
Reduced · −8K sh
Q2 2026
16ENVESTNET ASSET MANAGEMENT INC
$7.7M
136K
−11%
Reduced · −17K sh
Q1 2026
17Cetera Investment Advisers
$5.9M
105K
−11%
Reduced · −13K sh
Q1 2026
18OSAIC HOLDINGS, INC.
$5.6M
100K
−45%
Reduced · −82K sh
Q1 2026
19Rockefeller Capital Management L.P.
$5.6M
99K
+5.9%
Added · +6K sh
Q1 2026
20TRUIST FINANCIAL CORP
$4.7M
84K
−8.2%
Reduced · −8K sh
Q1 2026
21Proactive Wealth Strategies LLC
$4.5M
72K
−7.6%
Reduced · −6K sh
Q2 2026
22SFI Advisors, LLC
$4.4M
71K
−1.4%
Reduced · −986 sh
Q2 2026
23HighTower Advisors, LLC
$3.9M
69K
~0%
Added · +28 sh
Q1 2026
24SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.7M
65K
−12%
Reduced · −9K sh
Q1 2026
25MML INVESTORS SERVICES, LLC
$3.9M
63K
+37%
Added · +17K sh
Q2 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.

Is FXO being bought or sold by institutions?

Last quarter, 3 funds opened a new position in FXO and 25 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
25
funds
Reduced
18
funds
Exited
0
funds

Funds that own FXO also own

CompanyCo-held byCombined value
APPLE INCAAPL107 funds$57.7B
NVIDIA CORPNVDA106 funds$72.7B
MICROSOFT CORPMSFT105 funds$49.3B
AMAZON.COM INCAMZN105 funds$37.5B
ALPHABET INC-CL AGOOGL104 funds$32.1B
SS SPDR S&P 500 ETF TRUST-USSPY104 funds$5.7B
INVESCO QQQ TRUST SERIES 1QQQ103 funds$5.2B
JPMORGAN CHASE & COJPM102 funds$15.0B
ELI LILLY & COLLY102 funds$14.0B
ALPHABET INC-CL CGOOG101 funds$20.1B
META PLATFORMS INC-CLASS AMETA101 funds$19.2B
TESLA INCTSLA101 funds$14.9B

Ranked by how many of FXO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

138 funds+3 since Q3 2024
0109217Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $130.1M

Share classes

Class13F holdersValue held
CIBRmc770 funds$5.6B
SKYYmc386 funds$942.9M
FXLcs262 funds$873.2M
FXHcs234 funds$436.9M
FXOthis pagecs203 funds$629.0M
FGDcs201 funds$787.9M
FXUcs185 funds$580.8M
FXRcs172 funds$455.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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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.

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.