Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXO)

221 + Investors. Track Smart Money conviction in FXO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — FXO

Based on 222 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
222 funds currently hold this stock — 92% of the 3.0-year high of 242 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FXO is almost the same as a year ago (-7 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

77 buying117 selling
Last quarter: 117 funds reduced or exited vs 77 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 39 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
144 out of 222 hedge funds have held FXO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~24 new funds/quarter

23 → 12 → 39 → 20 → 24 new funds/Q
New funds entering each quarter: 12 → 39 → 20 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 222 holders: 151 (68%) are 2+ year veterans, 32 entered 1–2 years ago, and 39 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
21 of 222 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FXO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FXO

In 2026 Q2, 77 hedge funds were net buyers of FXO (24 opened a new position, 53 added to an existing one), while 117 reduced or exited (94 trimmed, 23 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in FXO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 222.

Hedge Fund Ownership: FXO

How many hedge funds hold FXO — quarterly history vs. share price
Quarterly hedge fund ownership of FXO vs. share price

Market Analysis: FXO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FXO
221 + Investors

Track Smart Money conviction in FXO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 221 221 -
13F Shares 11M 12M -9.03%
Total Value $649M $643M 0.85%
New Positions 24 20 +4
Increased Positions 53 64 -11
Closed Positions 24 41 -17
Reduced Positions 94 89 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXO

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Institutional Holders (2026 Q2)

221 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FXO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 3.83% 71,126 $4.4M
2 TradeWell Securities, LLC. 3.60% 161,354 $10.1M
3 Paller Financial Services Inc 1.54% 32,989 $2.1M
4 Perryman Financial Advisory Inc /Ad 1.30% 156,419 $9.8M
5 Worthington Financial Partners, LLC 1.25% 24,113 $1.5M
6 Schrum Private Wealth Management LLC 1.22% 25,718 $1.2M
7 Earned Wealth Advisors, LLC 0.99% 245,103 $15.3M
8 Choice Wealth Advisors LLC 0.89% 40,451 $2.5M
9 HFG Advisors, Inc. 0.89% 22,735 $1.4M
10 Envision Financial Transparency, LLC 0.82% 16,000 $957K
11 Pacific Sun Financial Corp 0.76% 29,330 $1.8M
12 Plotkin Financial Advisors, LLC 0.74% 28,589 $1.8M
13 Proactive Wealth Strategies LLC 0.72% 71,574 $4.5M
14 Ballew Advisors, Inc 0.69% 20,829 $1.3M
15 WCG Wealth Advisors LLC 0.48% 324,995 $20.3M
16 Peak Planning Group, LLC 0.47% 33,121 $2.1M
17 Harmony Asset Management LLC 0.43% 25,591 $1.6M
18 Advisory Advocates, LLC 0.35% 6,501 $406K
19 Risk Paradigm Group, LLC 0.31% 6,382 $399K
20 Crumly & Associates Inc. 0.31% 25,838 $1.6M
21 Wagner Wealth Management, LLC 0.28% 24,537 $1.5M
22 Montis Financial, LLC 0.23% 18,262 $1.1M
23 HF Advisory Group, LLC 0.23% 11,790 $736K
24 Carlson Financial, INC. 0.23% 6,496 $392K
25 Morey & Quinn Wealth Partners, LLC 0.20% 4,961 $310K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (FXO)

What does the Smart Money Trend signal show for FXO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FXO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FXO?

More sellers than buyers — 40% buying: Last quarter: 117 funds reduced or exited vs 77 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FXO holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 222 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FXO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FXO?

65% of holders stayed for 2+ years: 144 out of 222 hedge funds have held FXO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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