Who owns FXO?
First Trust Financials AlphaDEX Fund · First Trust
220 institutions reported holding FXO, worth $672.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wells Fargo & Company | San Francisco, CA | $112.7M | 1,803,663 | −28,861 shares |
| Morgan Stanley | New York, NY | $86.2M | 1,380,442 | −182,854 shares |
| LPL Financial LLC | Fort Mill, SC | $60.8M | 973,096 | −42,331 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $55.1M | 882,643 | −14,717 shares |
| Bank of America Corp. | Charlotte, NC | $28.2M | 451,816 | −15,565 shares |
| UBS Group AG | Zurich, Switzerland | $22.5M | 360,777 | −44,820 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $20.3M | 324,995 | +21,172 shares |
| Earned Wealth Advisors, LLC | Walnut Creek, CA | $15.3M | 245,103 | −7,780 shares |
| Stifel Financial Corp. | St. Louis, MO | $13.3M | 212,251 | −39,847 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $13.2M | 211,778 | +104,459 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXO?
220 institutional managers reported holding FXO in Form 13F filings for June 30, 2026, worth $672.5M in total. The largest reported position was held by Wells Fargo & Company, at $112.7M.
Did institutions buy or sell FXO last quarter?
Reported 13F value rose 2.0% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.