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 200 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $578 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
24,952
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
24,206
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
22,689
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
22,538
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,305
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2024
Added 42.96%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
22,220
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
21,669
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 675.55%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
21,625
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
21,472
shares
|
$1.23 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
20,791
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 116.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,457
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
20,136
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,975
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Added 128.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
19,652
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
19,198
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,543
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
17,627
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
17,425
shares
|
$1 Million
0.73% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,410
shares
|
$999,682
0.04% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,998
shares
|
$976,025
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
16,196
shares
|
$929,974
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,589
shares
|
$895,120
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
15,577
shares
|
$894,431
0.2% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
14,511
shares
|
$833,221
0.28% of portfolio
|
Q1 2023
Reduced 5.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
14,505
shares
|
$832,877
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|