IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust Financial Alphad (FXO)

CUSIP: 33734X135 | NYSE | 693 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

TradeWell Securities, Llc.169,009
3.5% of portfolio›$10.2M
Perryman Financial Advisory Inc156,577
1.2% of portfolio›$9.5M
Commonwealth Equity Services, LLC156,368
0.0% of portfolio›$9.5M
D.A. Davidson & Co.147,505
0.0% of portfolio›$8.9M
Cambridge Investment Research Advisors, Inc.118,142
0.0% of portfolio›$7.2M
Kestra Advisory Services, LLC74,518
0.0% of portfolio›$4.5M
Truist Financial Corp70,994
0.0% of portfolio›$4.3M
SFI Advisors, LLC70,951
3.5% of portfolio›$4.3M
Choice Wealth Advisors LLC40,090
0.8% of portfolio›$2.4M
Concurrent Investment Advisors, LLC40,040
0.0% of portfolio›$2.4M
Daymark Wealth Partners, LLC37,023
0.1% of portfolio›$2.2M
Paller Financial Services Inc31,790
1.5% of portfolio›$1.9M
Prospera Financial Services Inc29,103
0.0% of portfolio›$1.9M
International Assets Investment Management, LLC27,874
0.1% of portfolio›$1.7M
Crumly & Associates Inc.25,838
0.3% of portfolio›$1.6M
Harmony Asset Management LLC25,559
0.4% of portfolio›$1.5M
Worthington Financial Partners, LLC24,063
1.2% of portfolio›$1.5M
Jacobi Capital Management LLC23,072
0.1% of portfolio›$1.4M
Certified Advisory Corp22,772
0.1% of portfolio›$1.4M
Wagner Wealth Management, LLC22,764
0.2% of portfolio›$1.4M
IFP Advisors, Inc22,422
0.0% of portfolio›$1.4M
Cyndeo Wealth Partners, LLC21,503
0.1% of portfolio›$1.3M
Farther Finance Advisors, LLC20,501
0.0% of portfolio›$1.2M
Ballew Advisors, Inc20,466
0.6% of portfolio›$1.3M
Blueprint Investment Partners LLC18,569
0.1% of portfolio›$1.1M
Blueprint Financial Advisors LLC18,569
0.1% of portfolio›$1.1M
J.W. Cole Advisors, Inc.17,848
0.0% of portfolio›$1.1M
Montis Financial, LLC17,775
0.2% of portfolio›$1.1M
Koshinski Asset Management, Inc.16,548
0.1% of portfolio›$1.0M
TrueWealth Advisors, LLC13,470
0.2% of portfolio›$816.5K
Creative Planning13,056
0.0% of portfolio›$791.5K
Fifth Third Bancorp12,870
0.0% of portfolio›$780.2K
MGO One Seven LLC12,730
0.0% of portfolio›$771.7K
HF Advisory Group, LLC11,558
0.2% of portfolio›$700.7K
Dynamic Advisor Solutions LLC10,411
0.0% of portfolio›$631.1K
Sigma Planning Corp8,570
0.0% of portfolio›$519.5K
CX Institutional8,492
0.0% of portfolio›$515
Focus Financial Network, Inc.8,394
0.0% of portfolio›$508.8K
Southland Equity Partners LLC8,172
0.1% of portfolio›$495.4K
Parallel Advisors, LLC7,917
0.0% of portfolio›$479.9K
Blue Trust, Inc.6,890
0.0% of portfolio›$417.7K
Lanark Financial, Inc.6,774
0.0% of portfolio›$410.7K
Carlson Financial, Inc.6,523
0.2% of portfolio›$395.5K
Advisory Advocates, LLC6,501
0.3% of portfolio›$394.1K
WealthBridge Capital Management, LLC6,318
0.1% of portfolio›$383.0K
Register Financial Advisors LLC6,228
0.1% of portfolio›$377.5K
Parkway Wealth Management Group, LLC5,768
0.0% of portfolio›$349.6K
Park Avenue Securities LLC5,551
0.0% of portfolio›$336.0K
Wealth Enhancement Advisory Services, LLC5,507
0.0% of portfolio›$341.5K
Signature Estate & Investment Advisors LLC5,434
0.0% of portfolio›$329.4K
LexAurum Advisors, LLC5,419
0.0% of portfolio›$328.5K
Venture Visionary Partners LLC5,200
0.0% of portfolio›$315.2K
Prime Capital Investment Advisors, LLC5,150
0.0% of portfolio›$312.2K
Ashton Thomas Private Wealth, LLC5,054
0.0% of portfolio›$306.4K
Morey & Quinn Wealth Partners, LLC4,851
0.2% of portfolio›$294.1K
ROI Financial Advisors, LLC4,511
0.1% of portfolio›$273.5K
Balboa Wealth Partners4,235
0.0% of portfolio›$256.7K
Purus Wealth Management, LLC4,127
0.1% of portfolio›$250.2K
Sound Income Strategies, LLC3,976
0.0% of portfolio›$246.6K
Centerpoint Advisory Group3,920
0.1% of portfolio›$237.6K
Indivisible Partners3,903
0.0% of portfolio›$236.6K
Retirement Planning Group, LLC3,868
0.0% of portfolio›$234.5K
MTM Investment Management, LLC3,811
0.1% of portfolio›$231.0K
Old National Bancorp3,785
0.0% of portfolio›$229.4K
Destiny Wealth Partners, LLC3,672
0.0% of portfolio›$239.7K
StoneX Group Inc.3,543
0.0% of portfolio›$226.0K
Capital Square, LLC3,506
0.1% of portfolio›$213.2K
B. Riley Wealth Advisors, Inc.3,417
0.0% of portfolio›$207.2K
Kingswood Wealth Advisors, LLC3,327
0.0% of portfolio›$201.7K
Kestra Private Wealth Services, LLC3,324
0.0% of portfolio›$201.5K
CoreCap Advisors, LLC3,225
0.0% of portfolio›$195.5K
First Financial Corp3,021
0.1% of portfolio›$183.1K
Creative Financial Designs Inc3,003
0.0% of portfolio›$182.1K
Parkside Financial Bank & Trust2,534
0.0% of portfolio›$153.6K
US Bancorp \de\1,946
0.0% of portfolio›$118.0K
Thurston, Springer, Miller, Herd & Titak, Inc.1,192
0.1% of portfolio›$72.3K
Hurley Capital, LLC1,017
0.0% of portfolio›$61.7K
Reap Financial Group, LLC834
0.0% of portfolio›$50.6K
Assetmark, Inc715
0.0% of portfolio›$43.3K
Silver Grove Financial Group, Inc.670
0.0% of portfolio›$40.6K
Private Trust Co NA497
0.0% of portfolio›$30.1K
Allspring Global Investments Holdings, LLC429
0.0% of portfolio›$26.2K
Capital Investment Advisory Services, LLC428
0.0% of portfolio›$25.9K
Trust Co of Vermont420
0.0% of portfolio›$25.5K
McCarley & Cook Financial Planners381
0.0% of portfolio›$23.1K
Hilton Head Capital Partners, LLC268
0.0% of portfolio›$16.2K
AlphaCore Capital LLC252
0.0% of portfolio›$15.3K
Mather Group, Llc.251
0.0% of portfolio›$15.2K
Monetary Solutions, Ltd250
0.0% of portfolio›$15.2K
Westside Investment Management, Inc.250
0.0% of portfolio›$15.2K
Bank & Trust Co181
0.0% of portfolio›$11.0K
Tsfg, LLC128
0.0% of portfolio›$8
Hazlett, Burt & Watson, Inc.100
0.0% of portfolio›$6
Nfsg Corp98
0.0% of portfolio›$5.9K
Dhjj Financial Advisors, Ltd.82
0.0% of portfolio›$5.0K
Larson Financial Group LLC77
0.0% of portfolio›$4.7K
Trust Co76
0.0% of portfolio›$4.6K
Key FInancial Inc53
0.0% of portfolio›$3.2K
Caldwell Trust Co50
0.0% of portfolio›$3.0K
Spire Wealth Management23
0.0% of portfolio›$1.4K
Citigroup Inc1
0.0% of portfolio›$61
Realta Investment Advisors1
0.0% of portfolio›$51
StyleTurnoverLocationFiled
TradeWell Securities, Llc.
169,009$10.2M3.5%GrowthVery LowFort Wayne, IN2026-10-21
Perryman Financial Advisory Inc
156,577$9.5M1.2%GrowthVery LowDallas, TX2026-10-16
Commonwealth Equity Services, LLC
156,368$9.5M0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
147,505$8.9M0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
118,142$7.2M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
74,518$4.5M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
70,994$4.3M0.0%CoreLowCharlotte, NC2026-10-30
SFI Advisors, LLC
70,951$4.3M3.5%ETFLowMontclair, NJ2026-10-30
Choice Wealth Advisors LLC
40,090$2.4M0.8%ETFMediumWaterville, ME2026-10-16
Concurrent Investment Advisors, LLC
40,040$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Daymark Wealth Partners, LLC
37,023$2.2M0.1%CoreLowCincinnati, OH2026-11-04
Paller Financial Services Inc
31,790$1.9M1.5%ETFMediumCentennial, CO2026-10-13
Prospera Financial Services Inc
29,103$1.9M0.0%CoreMediumDallas, TX2026-11-04
International Assets Investment Management, LLC
27,874$1.7M0.1%CoreVery HighOrlando, FL2026-11-02
Crumly & Associates Inc.
25,838$1.6M0.3%ETFMediumSpringfield, IL2026-10-07
Harmony Asset Management LLC
25,559$1.5M0.4%GrowthMediumScottsdale, AZ2026-10-20
Worthington Financial Partners, LLC
24,063$1.5M1.2%GrowthLowWorthington, OH2026-10-13
Jacobi Capital Management LLC
23,072$1.4M0.1%CoreLowPittston, PA2026-11-05
Certified Advisory Corp
22,772$1.4M0.1%ETFLowAltamonte Springs, FL2026-10-29
Wagner Wealth Management, LLC
22,764$1.4M0.2%ETFLowGreenville, SC2026-10-21
IFP Advisors, Inc
22,422$1.4M0.0%GrowthLowTampa, FL2026-10-16
Cyndeo Wealth Partners, LLC
21,503$1.3M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Farther Finance Advisors, LLC
20,501$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Ballew Advisors, Inc
20,466$1.3M0.6%ETFLowJackson, MS2026-10-05
Blueprint Investment Partners LLC
18,569$1.1M0.1%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
18,569$1.1M0.1%GARPMediumGreensboto, NC2026-10-28
J.W. Cole Advisors, Inc.
17,848$1.1M0.0%IndexLowTampa, FL2026-11-05
Montis Financial, LLC
17,775$1.1M0.2%ETFLowWaltham, MA2026-11-04
Koshinski Asset Management, Inc.
16,548$1.0M0.1%ETFLowDecatur, IL2026-10-29
TrueWealth Advisors, LLC
13,470$816.5K0.2%ETFMediumBirmingham, AL2026-10-09
Creative Planning
13,056$791.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
12,870$780.2K0.0%IndexVery LowCincinnati, OH2026-11-05
MGO One Seven LLC
12,730$771.7K0.0%GrowthLowBeachwood, OH2026-10-28
HF Advisory Group, LLC
11,558$700.7K0.2%ValueLowAnnapolis, MD2026-10-09
Dynamic Advisor Solutions LLC
10,411$631.1K0.0%ETFLowPhoenix, AZ2026-10-13
Sigma Planning Corp
8,570$519.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
CX Institutional
8,492$5150.0%CoreMediumAuburn, IN2026-10-02
Focus Financial Network, Inc.
8,394$508.8K0.0%ETFLowMinneapolis, MN2026-10-14
Southland Equity Partners LLC
8,172$495.4K0.1%ETFLowWildwood, MO2026-10-14
Parallel Advisors, LLC
7,917$479.9K0.0%IndexLowSan Francisco, CA2026-11-03
Blue Trust, Inc.
6,890$417.7K0.0%ETFLowBrentwood, TN2026-10-15
Lanark Financial, Inc.
6,774$410.7K0.0%CoreMediumBirmingham, AL2026-10-26
Carlson Financial, Inc.
6,523$395.5K0.2%GrowthLowCanby, OR2026-11-05
Advisory Advocates, LLC
6,501$394.1K0.3%YieldMediumGrand Rapids, MI2026-11-05
WealthBridge Capital Management, LLC
6,318$383.0K0.1%ETFLowWesterville, OH2026-10-16
Register Financial Advisors LLC
6,228$377.5K0.1%GARPLowAtlanta, GA2026-10-23
Parkway Wealth Management Group, LLC
5,768$349.6K0.0%ETFHighPlano, TX2026-10-20
Park Avenue Securities LLC
5,551$336.0K0.0%ETFMediumNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
5,507$341.5K0.0%CoreLowPlymouth, MN2026-10-13
Signature Estate & Investment Advisors LLC
5,434$329.4K0.0%ETFMediumLos Angeles, CA2026-10-13
LexAurum Advisors, LLC
5,419$328.5K0.0%ETFLowOverland Park, KS2026-10-19
Venture Visionary Partners LLC
5,200$315.2K0.0%CoreLowSylvania, OH2026-10-07
Prime Capital Investment Advisors, LLC
5,150$312.2K0.0%ETFLowOverland Park, KS2026-10-20
Ashton Thomas Private Wealth, LLC
5,054$306.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Morey & Quinn Wealth Partners, LLC
4,851$294.1K0.2%CoreVery LowOmaha, NE2026-10-28
ROI Financial Advisors, LLC
4,511$273.5K0.1%GrowthVery LowBeaverton, OR2026-10-19
Balboa Wealth Partners
4,235$256.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Purus Wealth Management, LLC
4,127$250.2K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Sound Income Strategies, LLC
3,976$246.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Centerpoint Advisory Group
3,920$237.6K0.1%ETFLowOverland Park, KS2026-10-23
Indivisible Partners
3,903$236.6K0.0%GrowthMediumClearwater, FL2026-10-26
Retirement Planning Group, LLC
3,868$234.5K0.0%ETFVery LowLeawood, KS2026-10-19
MTM Investment Management, LLC
3,811$231.0K0.1%CoreVery LowSpartanburg, SC2026-10-30
Old National Bancorp
3,785$229.4K0.0%CoreLowEvansville, IN2026-10-20
Destiny Wealth Partners, LLC
3,672$239.7K0.0%ETFMediumTavares, FL2026-11-05
StoneX Group Inc.
3,543$226.0K0.0%ETFMediumNew York, NY2026-11-03
Capital Square, LLC
3,506$213.2K0.1%YieldMediumAthens, TN2026-10-19
B. Riley Wealth Advisors, Inc.
3,417$207.2K0.0%GrowthLowMemphis, TN2026-10-13
Kingswood Wealth Advisors, LLC
3,327$201.7K0.0%GrowthLowSan Diego, CA2026-10-23
Kestra Private Wealth Services, LLC
3,324$201.5K0.0%GrowthLowAustin, TX2026-10-30
CoreCap Advisors, LLC
3,225$195.5K0.0%ETFMediumSouthfield, MI2026-10-08
First Financial Corp
3,021$183.1K0.1%CoreVery LowTerre Haute, IN2026-10-13
Creative Financial Designs Inc
3,003$182.1K0.0%ETFMediumKokomo, IN2026-11-04
Parkside Financial Bank & Trust
2,534$153.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
US Bancorp \de\
1,946$118.0K0.0%IndexLowMinneapolis, MN2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
1,192$72.3K0.1%GrowthMediumIndianapolis, IN2026-10-14
Hurley Capital, LLC
1,017$61.7K0.0%GARPMediumNew York, NY2026-11-05
Reap Financial Group, LLC
834$50.6K0.0%ETFLowAustin, TX2026-11-02
Assetmark, Inc
715$43.3K0.0%ETFLowConcord, CA2026-10-21
Silver Grove Financial Group, Inc.
670$40.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Private Trust Co NA
497$30.1K0.0%CoreLowCleveland, OH2026-10-20
Allspring Global Investments Holdings, LLC
429$26.2K0.0%CoreMediumCharlotte, NC2026-11-04
Capital Investment Advisory Services, LLC
428$25.9K0.0%CoreMediumRaleigh, NC2026-10-30
Trust Co of Vermont
420$25.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
McCarley & Cook Financial Planners
381$23.1K0.0%ETFLowCincinnati, OH2026-10-21
Hilton Head Capital Partners, LLC
268$16.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
AlphaCore Capital LLC
252$15.3K0.0%ETFLowLa Jolla, CA2026-11-04
Mather Group, Llc.
251$15.2K0.0%ETFMediumChicago, IL2026-10-14
Monetary Solutions, Ltd
250$15.2K0.0%ETFVery LowDayton, OH2026-10-22
Westside Investment Management, Inc.
250$15.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Bank & Trust Co
181$11.0K0.0%ValueVery LowLitchfield, IL2026-10-07
Tsfg, LLC
128$80.0%ETFLowLake Forest, IL2026-10-23
Hazlett, Burt & Watson, Inc.
100$60.0%CoreVery LowWheeling, WV2026-11-04
Nfsg Corp
98$5.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Dhjj Financial Advisors, Ltd.
82$5.0K0.0%ETFVery LowNaperville, IL2026-10-23
Larson Financial Group LLC
77$4.7K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co
76$4.6K0.0%ETFVery LowManhattan, KS2026-10-09
Key FInancial Inc
53$3.2K0.0%ETFLowWest Chester, PA2026-11-02
Caldwell Trust Co
50$3.0K0.0%GrowthLowVenice, FL2026-10-30
Spire Wealth Management
23$1.4K0.0%GrowthMediumMclean, VA2026-10-30
Citigroup Inc
1$610.0%CoreMediumNew York, NY2026-11-04
Realta Investment Advisors
1$510.0%GrowthMediumWilmington, DE2026-10-14