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 $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
5,500
shares
|
$320,485
0.05% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,350
shares
|
$311,744
0.02% of portfolio
|
Q4 2023
Reduced 15.75%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,335
shares
|
$310,870
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,200
shares
|
$303,004
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,973
shares
|
$289,776
0.0% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,859
shares
|
$283,133
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
4,825
shares
|
$281,152
0.13% of portfolio
|
Q3 2024
Reduced 40.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,747
shares
|
$276,607
0.01% of portfolio
|
Q2 2024
Reduced 21.94%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,725
shares
|
$275,325
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$274,276
0.0% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
4,672
shares
|
$272,237
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
4,648
shares
|
$270,838
0.16% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,528
shares
|
$263,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,383
shares
|
$255,397
0.04% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,379
shares
|
$255,164
0.1% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,233
shares
|
$246,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
4,221
shares
|
$245,957
0.09% of portfolio
|
Q2 2023
Reduced 5.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,114
shares
|
$239,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$238,907
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,065
shares
|
$236,867
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$236,517
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,915
shares
|
$228,127
0.02% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
3,046
shares
|
$177,490
0.07% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,885
shares
|
$168,108
0.0% of portfolio
|
Q3 2024
Added 501.04%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,700
shares
|
$157,329
0.02% of portfolio
|
Q3 2024
New holding
|