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

FIRST TRUST FINANCIAL ALPHAD

232 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·232 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$512M
visible holders
Holders
232
filers reporting
Concentration
20.10%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

232 institutions reported FXO in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.1% 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
$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
$10M156K1.30%Q2 202616
D.A. DAVIDSON & CO.
CIK 0001080107
$9M146K0.05%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$9M161K0.02%Q1 202618
TradeWell Securities, LLC.
CIK 0002066232
$8M149K3.53%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M136K0.00%Q1 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M107K0.02%Q1 2026
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