13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FXO

FIRST TRUST FINANCIAL ALPHAD

235 institutions still hold FIRST TRUST FINANCIAL ALPHAD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X135·Exchange Traded Fund·235 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$522M
visible holders
Holders
235
filers reporting
Concentration
21.60%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

235 institutions reported FXO in Q2 2026. WELLS FARGO & COMPANY/MN leads at 21.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$113M1.8M0.02%Q2 202602
MORGAN STANLEY
CIK 0000895421
$86M1.4M0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$61M973K0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$55M883K0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$28M452K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$23M361K0.00%Q2 202607
WCG Wealth Advisors LLC
CIK 0001855713
$20M325K0.48%Q2 202608
O'Dell Group, LLC
CIK 0001742569
$18M304K3.87%Q3 202509
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$15M245K0.99%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$13M212K0.01%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M200K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M193K0.02%Q2 202613
TradeWell Securities, LLC.
CIK 0002066232
$10M161K3.60%Q2 202614
PERRYMAN FINANCIAL ADVISORY INC /AD
CIK 0000934040
$10M156K1.30%Q2 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$9M146K0.05%Q2 202616
Janney Montgomery Scott LLC
CIK 0001329948
$9M161K0.02%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M128K0.00%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$6M104K0.01%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M97K0.01%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M107K0.02%Q1 2026
Page 1 of 12
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