FXO institutional holders

First Trust Financials AlphaDEX · 228 reporting institutions · $672M reported value

Funds that can replace FXO · FXO return decomposition

Institutional holdings

Institutions reporting FXO, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$112.7M02026-06-30
Morgan Stanley$86.2M23,1852026-06-30
Lpl Financial LLC$60.8M23,4582026-06-30
Raymond James Financial Inc$55.1M02026-06-30
Bank of America Corp /de$28.2M02026-06-30
UBS Group AG$22.5M02026-06-30
Wcg Wealth Advisors LLC$20.3M1302026-06-30
O'Dell Group, LLC$18M02025-09-30
Earned Wealth Advisors, LLC$15.3M462026-06-30
Stifel Financial Corp$13.3M02026-06-30
Ameriprise Financial Inc$12.5M02026-06-30
Commonwealth Equity Services, LLC$12.1M2,8632026-06-30
Tradewell Tax & Financial$10.1M42026-06-30
Perryman Financial Advisory Inc /ad$9.8M82026-06-30
D.A. Davidson & Co.$9.1M6892026-06-30
Envestnet Pmc$8M602026-06-30
Cetera Investment Advisers$6.5M10,3702026-06-30
Osaic Holdings, Inc.$6.1M02026-06-30
Rockefeller Capital Management LP$5.9M3462026-06-30
Royal Bank of Canada$5M02026-06-30
Proactive Wealth Strategies, LLC$4.5M52026-06-30
Sfi Advisors, LLC$4.4M42026-06-30
Truist Financial Corp$4.4M02026-06-30
Two Sigma Investments, LP$4.4M02026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
MML Investors Services, LLC$3.9M5,1202026-06-30
World Investment Advisors$3.9M3592026-06-30
Private Advisor Group, LLC$3.2M9272026-06-30
Western Wealth Management, LLC$3.1M1122026-06-30
Kestra Advisory Services, LLC$3.1M1,4792026-06-30
Jones Financial Companies LLLP$2.8M02026-06-30
Newedge Advisors$2.8M6012026-06-30
Daymark Wealth Partners, LLC$2.7M372026-06-30
Choice Wealth Advisors LLC$2.5M32026-06-30
Waverly Advisors, LLC$2.5M2312026-06-30
Benjamin Edwards Inc$2.4M02026-06-30
Brass Tax Wealth Management, Inc$2.4M02025-09-30
Peak Planning Group, LLC$2.1M82026-06-30
Paller Financial Services Inc$2.1M32026-06-30
Concurrent Investment Advisors, LLC$2.1M3492026-06-30
Creativeone Wealth, LLC$2M2212026-06-30
Prospera Financial Services, Inc.$2M2702026-06-30
Cyndeo Wealth Partners$1.9M202026-06-30
1858 Wealth Management, LLC$1.8M02025-09-30
Pacific Sun Financial Corp$1.8M32026-06-30
Plotkin Financial Advisors, LLC$1.8M12026-06-30
International Assets Investment Management, LLC$1.8M1222026-06-30
Kingsview Wealth Management, LLC$1.8M1152026-06-30
Baird Financial Group, Inc.$1.7M02026-06-30
Integrated Wealth Concepts LLC$1.7M4802026-06-30
Mercer Global Advisors Inc /adv$1.7M02026-06-30
Crumly & Associates Inc.$1.6M62026-06-30
Harmony Asset Management LLC$1.6M72026-06-30
Wagner Wealth Management, LLC$1.5M52026-06-30
Worthington Wealth Management$1.5M32026-06-30
Navellier & Associates Inc$1.5M122026-06-30
Ifp Advisors, Inc$1.4M3182026-06-30
Certified Advisory Corp$1.4M172026-06-30
Jacobi Capital Management LLC$1.4M322026-06-30
Hfg Advisors, Inc.$1.4M02026-06-30
Susquehanna International Group, LLP$1.4M02026-06-30
Farther Finance Advisors, LLC$1.3M3342026-06-30
Ballew Advisors Inc$1.3M92026-06-30
Highpoint Advisor Group LLC$1.3M1142026-06-30
&partners$1.3M5552026-06-30
Sanctuary Advisors, LLC$1.3M4012026-06-30
Regal Investment Advisors LLC$1.2M1172026-06-30
Schrum Private Wealth Management, LLC$1.2M32026-06-30
Stratos Wealth Partners, Ltd.$1.2M3862026-06-30
Blueprint Investment Partners LLC$1.2M52026-06-30
Blueprint Financial Advisors$1.2M392026-06-30
Montis Financial, LLC$1.1M162026-06-30
Koshinski Asset Management, Inc.$1.1M692026-06-30
Ameritas Advisory Services, LLC$1.1M5502026-06-30
J.W. Cole Advisors, Inc.$1M4992026-06-30
Harbour Investments, Inc.$1M2472026-06-30
Envision Financial Transparency, LLC$957K162026-06-30
Geneos Wealth Management, Inc.$918.8K1932026-06-30
National Bank of Canada /fi$905.9K02026-06-30
Comerica Bank$899.3K02025-12-31
Vishria Bird Financial Group, LLC$859.7K02025-09-30
Fifth Third Bancorp$828.1K02026-06-30
Mgo One Seven LLC$795K1182026-06-30
Creative Planning$791.6K1,1712026-06-30
Truewealth Advisors, LLC$784.7K142026-06-30
Hf Advisory Group, LLC$736.4K22026-06-30
Kkm Financial LLC$691.1K12026-06-30
Onedigital Investment Advisors LLC$671.2K3862026-06-30
Great Valley Advisor Group, LLC$658.1K2052026-06-30
Argent Trust Co$657.4K02026-06-30
Dynamic$642.3K752026-06-30
Silver Oak Securities, Incorporated$628.8K1172026-06-30
Blair William & Co/il$623.4K3292026-06-30
Mai Capital Management$584.2K3082026-06-30
Stephens Inc /ar$569.3K2432026-06-30
PNC Financial Services Group, Inc.$557.9K02026-06-30
Lanark Financial, Inc.$546.5K692026-06-30
Sigma Planning Corp$532.5K4742026-06-30
Global Retirement Partners LLC$516.7K4912026-06-30
Southland Equity Partners, Llc.$510.4K252026-06-30
Focus Financial$504.8K1212026-06-30
Cwm, LLC$499.1K6672026-03-31
Thurston, Springer, Miller, Herd & Titak, Inc.$468.4K02026-06-30
Fmr LLC$437.7K02026-06-30
Blue Trust, Inc.$430.3K02026-06-30
Fwg Holdings, LLC$428.4K62026-06-30
Ascend Investment Partners$423.9K52026-06-30
Stonex Group Inc.$417.3K02026-06-30
Carlson Financial, Inc.$410.3K42026-06-30
Advisory Advocates, LLC$406.1K72026-06-30
Risk Paradigm Group, LLC$398.6K22026-06-30
Level Four Advisory Services$398.1K1412026-06-30
Summit Financial, LLC$394.9K2292026-06-30
Steward Partners Investment Advisory, LLC$392.6K4812026-06-30
Clearwater Capital Advisors, LLC$392.2K152026-06-30
Xtx Topco Ltd$384.1K02026-06-30
Register Financial Advisors LLC$383.1K02026-06-30
Parallel Advisors, LLC$383K752026-06-30
Wealthbridge Capital Management, LLC$379.2K52026-06-30
Sargent Investment Group, LLC$374.8K142026-06-30
Parkway Wealth Management Group, LLC$372.2K182026-06-30
Equitable Holdings, Inc.$368.1K02026-06-30
Seia$358.2K1412026-06-30
Wealth Enhancement Advisory Services, LLC$353.1K1,0262026-06-30
Rpg Family Wealth Advisory, LLC$338.7K132026-03-31
Lexaurum Advisors, LLC$338.2K352026-06-30
Quantum Portfolio Management LLC$327.4K42026-06-30
Venture Visionary Partners LLC$324.8K312026-06-30
Prime Capital Financial$320K2652026-06-30
Northern Trust Corp$319.8K02026-06-30
Arkadios Wealth Advisors$315.2K2262026-06-30
Ashton Thomas Private Wealth, LLC$311.3K962026-06-30
Morey & Quinn Wealth Partners, LLC$309.9K32026-06-30
Petix & Botte Financial$291.8K32026-06-30
Principal Securities, Inc.$290.9K1,4632026-06-30
Roi Financial Advisors, LLC$285.8K22026-06-30
Beacon Pointe Advisors, LLC$268.6K4662026-06-30
Advisory Services Network$263.8K2532026-06-30
United Capital Financial Advisors, LLC$257.9K1662026-06-30
Purus Wealth Management, LLC$257.8K62026-06-30
Corecap Advisors, LLC$253.1K1182026-06-30
Iht Wealth Management LLC$252.9K1592026-06-30
Sound Income Strategies, LLC$248.3K1182026-06-30
Allworth Financial, LP$245.6K3172026-06-30
Centerpoint Advisory Group$244.8K52026-06-30
Retirement Planning Group, LLC$244.8K02026-06-30
Indivisible Partners$243.8K342026-06-30
Mtm Investment Management, LLC$238K52026-06-30
Index Technologies Group LLC$236.7K52026-06-30
Old National Bancorp /in$236.4K02026-06-30
Aqr Capital Management LLC$215.5K12026-06-30
Prasad Wealth Partners, LLC$213.4K112026-06-30
Stonebridge Financial Planning Group, LLC$212.4K52026-06-30
Kestra Private Wealth Services, LLC$211.6K2062026-06-30
Genesee Capital Advisors, LLC$209.6K22026-06-30
Integrity Alliance, Llc.$207.1K3532026-06-30
Cresset Asset Management, LLC$206.9K2122026-06-30
Kingswood Wealth Advisors, LLC$206.5K1232026-06-30
Impact Partnership Wealth, LLC$205.5K922026-06-30
First Financial Corp /in$188.7K02026-06-30
O'Shaughnessy Asset Management, LLC$186.8K582026-06-30
Fiduciary Financial Advisors$155.5K512026-06-30
Parkside Financial Bank & Trust$142.4K02026-03-31
Jpmorgan Chase & Co$136.3K02026-06-30
Northwestern Mutual Wealth Management Co$134.5K02026-06-30
US Bancorp$121.5K02026-06-30
Bank of Montreal /can$102.7K02026-06-30
Founders Financial Alliance, LLC$100.5K322026-06-30
Bellevue Asset Management, LLC$96.5K22026-06-30
Whittier Trust Co$86.1K02026-06-30
Franklin Resources Inc$73.4K02026-06-30
Ae Wealth Management LLC$69.4K4712026-06-30
Creative Financial Designs Inc /adv$66K02026-06-30
Hurley Capital, LLC$63.5K32026-06-30
Crews Bank & Trust$62.5K02026-06-30
Horizon Bancorp Inc /in$56K02026-06-30
Reap Financial Group, LLC$51.8K72026-06-30
Bartlett & Co. Wealth Management LLC$50K322026-06-30
Capital Investment Advisory Services, LLC$42.3K1032026-06-30
Silver Grove Financial Group, Inc.$41.7K172026-06-30
Sunbelt Securities, Inc.$40.4K632026-03-31
Arax Advisory Partners$37.2K2322026-06-30
Private Trust Co NA$36.7K02026-06-30
Tidemark, LLC$36.6K82026-06-30
Keating Financial Advisory Services, Inc.$33K252026-06-30
Russell Investments Group, Ltd.$32.7K02026-06-30
McGuire Capital Advisors Inc$31.2K42026-06-30
Assetmark, Inc$29.9K2202026-06-30
Alphacore Capital LLC$28.2K692026-06-30
Allspring Global Investments Holdings, LLC$27.3K02026-06-30
Institute for Wealth Management, Llc.$27.2K132026-06-30
Godfrey Financial Associates, Inc.$26.7K32026-06-30
Trust Co of Vermont$26.2K02026-06-30
Ifg Advisory, LLC$25.3K1102026-06-30
Mcf Advisors LLC$25K332026-06-30
Continuum Advisory, LLC$20.1K402026-06-30
Aventura Private Wealth, LLC$19K32026-06-30
Hilton Head Capital Partners, LLC$16.7K62026-06-30
Transamerica Financial Advisors, LLC$15.7K1,0972026-06-30
Monetary Solutions, Ltd$15.6K22026-06-30
Westside Investment Management, LLC$15.6K72026-06-30
Private Wealth Asset Management$15.6K222026-06-30
Luminist Capital LLC$15.2K52026-06-30
Bank & Trust Co$11.3K02026-06-30
Gps Wealth Strategies Group, LLC$10.1K02025-12-31
Janney Montgomery Scott LLC$9.9K1,3422026-06-30
Benson Wealth Management, Inc.$7.9K22026-06-30
Caitlin John, LLC$7.2K242026-06-30
Ameriflex Group, Inc.$6.9K2122026-06-30
Nfsg Corp$6.1K752026-06-30
Cambridge Investment Research Advisors, Inc.$6K3,9402026-03-31
Dhjj Financial Advisors, Ltd.$5.1K72026-06-30
Larson Financial Group LLC$4.8K672026-06-30
Trust Co$4.7K02026-06-30
Park Square Financial Group LLC$4K52026-06-30
Key Financial, Inc.$3.3K82026-06-30
Caldwell Trust Co$3.1K02026-06-30
Advisornet Wealth Partners$2.5K582026-06-30
Aptus Capital Advisors, LLC$2K212026-06-30
Kiker Wealth Management, LLC$1.6K42026-06-30
Spire Wealth Management$1.4K32026-06-30
Cx Institutional$527802026-06-30
Centaurus Financial, Inc.$4534312026-06-30
Park Avenue Securities LLC$3511,9082026-06-30
Tower Research Capital LLC (trc)$25002026-06-30
Realta Investment Advisors$53572026-06-30
Tsfg, LLC$862026-06-30
Hazlett, Burt & Watson, Inc.$6202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30