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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,036
shares
|
$461,427
0.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,023
shares
|
$460,680
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
7,907
shares
|
$454,019
0.08% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,872
shares
|
$452,010
0.01% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,771
shares
|
$446,210
0.0% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,764
shares
|
$445,808
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,671
shares
|
$440,468
0.02% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,364
shares
|
$422,840
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,335
shares
|
$421,175
0.0% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,237
shares
|
$415,548
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,223
shares
|
$414,744
0.01% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,160
shares
|
$411,127
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,072
shares
|
$406,074
0.02% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,069
shares
|
$405,901
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,890
shares
|
$395,623
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,672
shares
|
$383,106
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
6,556
shares
|
$376,445
0.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,478
shares
|
$371,966
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,202
shares
|
$356,118
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
6,074
shares
|
$348,769
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,832
shares
|
$334,873
0.01% of portfolio
|
Q3 2024
Reduced 15.34%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
5,804
shares
|
$333,265
0.11% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,672
shares
|
$325,686
0.01% of portfolio
|
Q4 2022
Reduced 30.1%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,578
shares
|
$320,288
0.01% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
5,566
shares
|
$319,599
0.0% of portfolio
|
Q3 2024
Reduced 6.95%
|