Institutional Ownership First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,949,157
shares
|
$101 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,384,081
shares
|
$71.4 Million
0.03% of portfolio
|
Q2 2024
Added 2.36%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,317,933
shares
|
$68 Million
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
500,846
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2024
Added 21.68%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
452,691
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
346,693
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 27.86%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
256,379
shares
|
$13.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.29%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
212,649
shares
|
$11 Million
0.0% of portfolio
|
Q2 2024
Added 13.51%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
173,417
shares
|
$8.95 Million
0.0% of portfolio
|
Q2 2024
Added 25.62%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
167,501
shares
|
$8.65 Million
0.01% of portfolio
|
Q2 2024
Added 3.32%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
163,536
shares
|
$8.44 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
149,834
shares
|
$7.73 Million
0.02% of portfolio
|
Q2 2024
Added 38.33%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
137,983
shares
|
$7.12 Million
1.14% of portfolio
|
Q2 2024
Added 2.94%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
136,248
shares
|
$7.03 Million
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 14, 2024 Q2 2024 |
131,712
shares
|
$6.8 Million
4.7% of portfolio
|
Q2 2024
Added 3.08%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
121,408
shares
|
$6.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 50.61%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
115,749
shares
|
$5.97 Million
0.24% of portfolio
|
Q2 2024
Added 1.98%
|
|
Monument Capital Management
|
Jul 19, 2024 Q2 2024 |
105,547
shares
|
$5.45 Million
1.47% of portfolio
|
Q2 2024
Added 29.72%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
103,156
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.94%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
103,048
shares
|
$5.32 Million
0.02% of portfolio
|
Q2 2024
Added 39.86%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
90,414
shares
|
$4.67 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
89,481
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2024
Reduced 60.47%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
85,048
shares
|
$4.39 Million
0.78% of portfolio
|
Q2 2024
Added 115.6%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
83,220
shares
|
$4.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
76,350
shares
|
$3.94 Million
0.42% of portfolio
|
Q2 2024
Reduced 5.2%
|