FXO

First Trust Financial Alphad

-$1.1B

Net Activity

Institutions Holding

221

Popularity Rank

#2644

Avg Weight

0.13%

Total Value

$660.3M

Ownership Trend

221 institutions currently hold FXO, with 82 net buyers and 128 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

128

Net Buying Institutions

82

Key Holders

View all 221 holding institutions

Quarterly Activity

Recent Activity

+$111.8M

Total Buy Value

$1.8B

Total Sell Value

New buy16
Trim92
Add66
Sold out36

82

Net Buyers

128

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST FINANCIAL ALPHAD (FXO)?
Major stakeholders currently include Wells Fargo & Company/mn ($103.0M), Morgan Stanley ($87.8M), LPL Financial LLC ($57.1M). Based on the latest 13F filings, there are a total of 221 tracked investment funds and institutions maintaining positions in FXO.
What is the overall institutional sentiment toward FXO recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1B, driven by 82 managers accumulating shares while 128 reduced their exposure.
Which institutions have been selling or reducing their FXO positions?
In the latest period, 92 funds trimmed their holdings, and 36 managers completely exited their positions. The aggregate reported sell value was $1.8B.
Are there any notable investors adding FXO to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 66 existing holders added to their shares. The total reported buy value for the quarter amounted to $111.8M.

Related Stocks