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
↓ -20
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — FXO

Based on 221 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FXO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
221 funds currently hold this stock — 92% of the 3.0-year high of 241 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 (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

84 buying129 selling
Last quarter: 129 funds sold vs only 84 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 22 → 12 → 39 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 15% new
147 out of 221 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.
🚀

Acceleration phase — new buyers rushing in

27 → 22 → 12 → 39 → 20 new funds/Q
New funds entering each quarter: 22 → 12 → 39 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 221 holders: 156 (71%) are 2+ year veterans, 26 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
22 of 221 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 84 hedge funds were net buyers of FXO (20 opened a new position, 64 added to an existing one), while 129 reduced or exited (89 trimmed, 40 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 54% of total institutional value in FXO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 221.

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

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (FXO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FXO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FXO
+9.3%
SPY
+13.9%

FXO outperformed SPY by -4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FXO
+5.2%
SPY
+0.2%

Since the filing became public, FXO outperformed SPY by +5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 221 241 -8.3%
13F Shares 12M 28M -58.32%
Total Value $643M $1.70B -62.14%
New Positions 20 39 -19
Increased Positions 64 64 -
Closed Positions 40 16 +24
Reduced Positions 89 95 -6
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 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 4.25% 72,112 $4.1M
2 TradeWell Securities, LLC. 3.53% 149,308 $8.4M
3 Paller Financial Services Inc 1.79% 38,483 $2.2M
4 Perryman Financial Advisory Inc /Ad 1.29% 153,581 $8.6M
5 Worthington Financial Partners, LLC 1.13% 23,458 $1.3M
6 Schrum Private Wealth Management LLC 1.10% 25,718 $1.4M
7 Earned Wealth Advisors, LLC 0.95% 252,883 $14.2M
8 Plotkin Financial Advisors, LLC 0.91% 32,320 $1.8M
9 HFG Advisors, Inc. 0.89% 22,583 $1.3M
10 Choice Wealth Advisors LLC 0.89% 40,426 $2.3M
11 Pacific Sun Financial Corp 0.87% 32,030 $1.8M
12 Genesee Capital Advisors, LLC 0.85% 35,947 $2.0M
13 Proactive Wealth Strategies LLC 0.82% 77,429 $4.4M
14 Ballew Advisors, Inc 0.69% 20,828 $1.2M
15 Peak Planning Group, LLC 0.52% 33,186 $1.9M
16 Redstone Wealth Management, LLC 0.50% 11,152 $627K
17 WCG Wealth Advisors LLC 0.48% 303,823 $17.1M
18 Harmony Asset Management LLC 0.42% 24,426 $1.4M
19 Advisory Advocates, LLC 0.39% 6,501 $392K
20 Crumly & Associates Inc. 0.31% 26,606 $1.5M
21 Wagner Wealth Management, LLC 0.29% 25,283 $1.4M
22 Risk Paradigm Group, LLC 0.28% 5,821 $327K
23 Index Technologies Group LLC 0.23% 3,798 $213K
24 HF Advisory Group, LLC 0.22% 11,566 $650K
25 Montis Financial, LLC 0.21% 18,187 $1.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FXO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FXO?

Heavy selling pressure — only 39% buying: Last quarter: 129 funds sold vs only 84 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FXO holders?

Elite ownership — 54% AUM from top-100 funds: 22 of 221 holders are among the 100 largest funds by AUM, controlling 54% 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?

67% of holders stayed for 2+ years: 147 out of 221 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.

Is it too late to buy First Tr Exchange-Traded Fd (FXO) following the 2026 Q1 hedge fund 13F filings?

As of today, FXO has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), FXO has gained +9.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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