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 242 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
34,491
shares
|
$1.81 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,276
shares
|
$1.75 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
32,520
shares
|
$1.71 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
30,426
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
29,101
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
28,991
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
28,507
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
28,272
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
27,734
shares
|
$1.46 Million
0.17% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
27,331
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
26,661
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 43.78%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
26,578
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,002
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 350.49%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,956
shares
|
$1.37 Million
0.67% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
25,718
shares
|
$1.35 Million
1.18% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
25,626
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,139
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,134
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,492
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,036
shares
|
$1.26 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
23,937
shares
|
$1.26 Million
0.4% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
22,689
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
22,414
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,305
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Added 42.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
21,617
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 3.97%
|