Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FXO)

224 + 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
↑ +17
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — FXO

Based on 224 hedge funds · latest filing: 2025 Q4 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
224 hedge funds hold FXO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

95 buying109 selling
Last quarter: 109 funds reduced or exited vs 95 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.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new FXO position: 26 → 20 → 10 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 19% medium ■ 13% new
152 out of 224 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 — ~33 new funds/quarter

41 → 26 → 20 → 10 → 33 new funds/Q
New funds entering each quarter: 26 → 20 → 10 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 224 current holders: 155 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
17 of 224 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FXO
2026 Q1 Stats Unlock in 10 days 224 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 224 207 8.21%
13F Shares 28M 30M -5.71%
Total Value $1.69B $1.77B -4.2%
New Positions 33 10 +23
Increased Positions 62 73 -11
Closed Positions 16 19 -3
Reduced Positions 93 86 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

224 + investors

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

Top 25 institutional holders of FXO — 2025 Q4 · 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 HFG Advisors, Inc. 0.89% 22,583 $1.3M
9 Choice Wealth Advisors LLC 0.89% 40,426 $2.3M
10 PACIFIC SUN FINANCIAL CORP 0.87% 32,030 $1.8M
11 Genesee Capital Advisors, LLC 0.85% 35,947 $2.0M
12 Proactive Wealth Strategies LLC 0.82% 77,429 $4.4M
13 Ballew Advisors, Inc 0.69% 20,828 $1.2M
14 Peak Planning Group, LLC 0.52% 33,186 $1.9M
15 REDSTONE WEALTH MANAGEMENT, LLC 0.50% 11,152 $627K
16 HARMONY ASSET MANAGEMENT LLC 0.42% 24,426 $1.4M
17 Advisory Advocates, LLC 0.39% 6,501 $392K
18 Crumly & Associates Inc. 0.31% 26,606 $1.5M
19 Wagner Wealth Management, LLC 0.29% 25,283 $1.4M
20 Index Technologies Group LLC 0.23% 3,798 $213K
21 HF Advisory Group, LLC 0.22% 11,566 $650K
22 Morey & Quinn Wealth Partners, LLC 0.20% 5,001 $281K
23 Cutter & CO Brokerage, Inc. 0.19% 15,246 $808K
24 Apeiron RIA LLC 0.19% 14,404 $809K
25 TrueWealth Advisors, LLC 0.17% 12,115 $681K
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 — 47% buying: Last quarter: 109 funds reduced or exited vs 95 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?

Strong quality — 27% AUM from major funds: 17 of 224 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FXO?

68% of holders stayed for 2+ years: 152 out of 224 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.