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

105 institutions reported holding $128.5M of FIRST TR EXCHANGE-TRADED FD (FXO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($13.2M), COMMONWEALTH EQUITY SERVICES, LLC ($12.1M), TradeWell Securities, LLC. ($10.1M), PERRYMAN FINANCIAL ADVISORY INC /AD ($9.8M), D.A. DAVIDSON & CO. ($9.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$13.2M211,778Added
2COMMONWEALTH EQUITY SERVICES, LLC$12.1M193,074Trimmed
3TradeWell Securities, LLC.$10.1M161,354Added
4PERRYMAN FINANCIAL ADVISORY INC /AD$9.8M156,419Added
5D.A. DAVIDSON & CO.$9.1M145,719Trimmed
6ENVESTNET ASSET MANAGEMENT INC$8.0M127,757Trimmed
7SFI Advisors, LLC$4.4M71,126Trimmed
8TRUIST FINANCIAL CORP$4.4M70,866Trimmed
9Private Advisor Group, LLC$3.2M51,143Added
10Kestra Advisory Services, LLC$3.1M49,158Trimmed
11DAYMARK WEALTH PARTNERS, LLC$2.7M43,185Added
12Choice Wealth Advisors, LLC$2.5M40,451Added
13BENJAMIN EDWARDS INC$2.4M38,528Trimmed
14Paller Financial Services Inc$2.1M32,989Trimmed
15Concurrent Investment Advisors, LLC$2.1M32,847Added
16Prospera Financial Services Inc$2.0M31,432Trimmed
17Cyndeo Wealth Partners, LLC$1.9M31,199Added
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.8M27,944Added
19Crumly & Associates Inc.$1.6M25,838Trimmed
20HARMONY ASSET MANAGEMENT LLC$1.6M25,591Added
21Wagner Wealth Management, LLC$1.5M24,537Trimmed
22Worthington Financial Partners, LLC$1.5M24,113Added
23NAVELLIER & ASSOCIATES INC$1.5M23,322New
24IFP Advisors, Inc$1.4M23,208Added
25Certified Advisory Corp$1.4M22,841Trimmed

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