13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
FXO

FIRST TRUST FINANCIAL ALPHAD

236 institutions still hold FIRST TRUST FINANCIAL ALPHAD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X135·Exchange Traded Fund·236 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.6%
vs prior quarter
13F value held
$507M
70.0% inst. owned
of float
Holders
236
-15 QoQ
filers reporting
Activity
+67 / −12
+854 added · −853 reduced
this quarter
Concentration
20.31%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

236 institutions reported FXO in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.3% of the visible book. -15 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M1.8M0.02%Q1 202602
MORGAN STANLEY
CIK 0000895421
$88M1.6M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$57M1.0M0.02%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$50M897K0.02%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$26M467K0.00%Q1 202606
UBS Group AG
CIK 0001610520
$23M406K0.00%Q1 202607
O'Dell Group, LLC
CIK 0001742569
$18M304K3.87%Q3 202508
WCG Wealth Advisors LLC
CIK 0001855713
$17M304K0.48%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M285K0.00%Q1 202610
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$14M253K0.95%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$14M252K0.01%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M215K0.02%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$12M212K0.00%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$11M204K0.01%Q1 202615
PERRYMAN FINANCIAL ADVISORY INC /AD
CIK 0000934040
$9M154K1.29%Q1 202616
D.A. DAVIDSON & CO.
CIK 0001080107
$9M153K0.05%Q1 202617
TradeWell Securities, LLC.
CIK 0002066232
$8M149K3.53%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M136K0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$6M105K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M100K0.01%Q1 2026
Page 1 of 12
216 more holders available. Log in →