Who Owns FIRST TR EXCHANGE-TRADED FD (FXO)? -- Institutional Holders (2026-06-30)

243 institutions reported holding $665.0M of FIRST TR EXCHANGE-TRADED FD (FXO) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($112.7M), MORGAN STANLEY ($86.2M), LPL Financial LLC ($60.8M), RAYMOND JAMES FINANCIAL INC ($55.1M), BANK OF AMERICA CORP /DE/ ($28.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$112.7M1.8MTrimmed
2MORGAN STANLEY$86.2M1.4MTrimmed
3LPL Financial LLC$60.8M973,096Trimmed
4RAYMOND JAMES FINANCIAL INC$55.1M882,643Trimmed
5BANK OF AMERICA CORP /DE/$28.2M451,816Trimmed
6UBS Group AG$22.5M360,777Trimmed
7WCG Wealth Advisors LLC$20.3M324,995Added
8EARNED WEALTH ADVISORS, LLC$15.3M245,103Trimmed
9STIFEL FINANCIAL CORP$13.3M212,251Trimmed
10AMERIPRISE FINANCIAL INC$12.5M199,654Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$12.1M193,074Trimmed
12TradeWell Securities, LLC.$10.1M161,354Added
13Janney Montgomery Scott LLC$9.9M158,128Trimmed
14PERRYMAN FINANCIAL ADVISORY INC /AD$9.8M156,419Added
15D.A. DAVIDSON & CO.$9.1M145,719Trimmed
16ENVESTNET ASSET MANAGEMENT INC$8.0M127,757Trimmed
17Cambridge Investment Research Advisors, Inc.$6.6M105,889Trimmed
18Cetera Investment Advisers$6.5M103,678Trimmed
19OSAIC HOLDINGS, INC.$6.1M97,304Trimmed
20Rockefeller Capital Management L.P.$5.9M94,668Trimmed
21Royal Bank of Canada$5.0M79,697Trimmed
22Proactive Wealth Strategies LLC$4.5M71,574Trimmed
23SFI Advisors, LLC$4.4M71,126Trimmed
24TRUIST FINANCIAL CORP$4.4M70,866Trimmed
25TWO SIGMA INVESTMENTS, LP$4.4M70,200Trimmed

Source: SEC Form 13F filings · as of 2026-06-30