FXO — First Tr Exchange-Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange-Traded Fd (FXO)? 11 institutions reported holding $6.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Crumly & Associates Inc. ($1.6M), Ballew Advisors, Inc ($1.3M), Farther Finance Advisors, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | $1.6M | 25,838 | Hold |
| 2 | Ballew Advisors, Inc | $1.3M | 20,466 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $1.2M | 20,501 | Trimmed |
| 4 | TrueWealth Advisors, LLC | $816,528 | 13,470 | Added |
| 5 | HF Advisory Group, LLC | $700,690 | 11,558 | Trimmed |
| 6 | CX Institutional | $515,000 | 8,492 | Added |
| 7 | Venture Visionary Partners LLC | $315,224 | 5,200 | Hold |
| 8 | Sound Income Strategies, LLC | $246,552 | 3,976 | Hold |
| 9 | CoreCap Advisors, LLC | $195,500 | 3,225 | Trimmed |
| 10 | Bank & Trust Co | $10,972 | 181 | Hold |
| 11 | Trust Co | $4,607 | 76 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30