FXO FIRST TR EXCHANGE-TRADED FD
FollowFINLS ALPHADEX (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in FXO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | 25,838 | $1.57M | 0.28% | 0 | 13F-HRTimeline |
| Ballew Advisors, Inc | 20,466 | $1.25M | 0.62% | -363 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 20,501 | $1.24M | 0.01% | -866 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 13,470 | $817K | 0.18% | +906 | 13F-HRTimeline |
| HF Advisory Group, LLC | 11,558 | $701K | 0.21% | -232 | 13F-HRTimeline |
| CX Institutional | 8,492 | $515K | 0.01% | +54 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 5,200 | $315K | 0.01% | 0 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 3,976 | $247K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 3,225 | $196K | 0.01% | -827 | 13F-HRTimeline |
| Bank & Trust Co | 181 | $11K | 0.01% | 0 | 13F-HRTimeline |
| Trust Co | 76 | $4.61K | <0.01% | 0 | 13F-HRTimeline |