Purchases and Sales Made in Q1 2021 in First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.95KNew |
$167K - $212K
|
4.95K
$255K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 5.22% |
$150K - $190K
|
89.3K
$4.61M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.67KNew |
$124K - $157K
|
3.67K
$189K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.31K+ 122.41% |
$112K - $142K
|
6.01K
$310K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.27K+ 18.05% |
$76.7K - $97.2K
|
14.8K
$765K
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.12K+ 21.36% |
$71.9K - $91K
|
12.1K
$623K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.84K+ 30.07% |
$62.1K - $78.6K
|
7.94K
$410K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.61K+ 23.51% |
$54.6K - $69.1K
|
8.47K
$437K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.01K+ 163.95% |
$34K - $43.1K
|
1.62K
$83.5K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
925+ 4.25% |
$31.3K - $39.6K
|
22.7K
$1.17M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
900New |
$30.5K - $38.6K
|
900
$46.5K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
813New |
$27.5K - $34.8K
|
813
$42K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
790+ 18.85% |
$26.7K - $33.9K
|
4.98K
$257K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
655+ 74.01% |
$22.2K - $28.1K
|
1.54K
$79.5K
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
548New |
$18.5K - $23.5K
|
548
$28.3K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
480+ 7.43% |
$16.2K - $20.6K
|
6.94K
$358K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
473+ 5.56% |
$16K - $20.3K
|
8.98K
$463K
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
472New |
$16K - $20.2K
|
472
$24.4K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
444+ 4.06% |
$15K - $19K
|
11.4K
$587K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
403+ 3.39% |
$13.6K - $17.3K
|
12.3K
$634K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
385New |
$13K - $16.5K
|
385
$19.9K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
306+ 5.36% |
$10.4K - $13.1K
|
6.01K
$310K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
300New |
$10.2K - $12.9K
|
300
$15.5K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
168+ 0.64% |
$5.69K - $7.2K
|
26.3K
$1.36M
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
120+ 43.64% |
$4.06K - $5.14K
|
395
$20.4K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
112+ 4.2% |
$3.79K - $4.8K
|
2.78K
$143K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85New |
$2.88K - $3.64K
|
85
$4.39K
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
50+ 0.63% |
$1.69K - $2.14K
|
8.05K
$416K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
47New |
$1.59K - $2.01K
|
47
$2.43K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.06% |
$542 - $686
|
25.2K
$1.3M
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 0.45% |
$305 - $386
|
2.03K
$105K
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.13% |
$271 - $343
|
6.18K
$319K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$169 - $214
|
8.43K
$435K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.09% |
$135 - $171
|
4.55K
$235K
|
|
May 18, 2021
Q1 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.52% |
$33.9 - $42.9
|
195
$10.1K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 7.26% |
$305 - $386
|
115
$5.94K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16- 0.05% |
$542 - $686
|
33.2K
$1.71M
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
SELL
|
- |
-64Closed |
$2.17K - $2.74K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-88- 0.55% |
$2.98K - $3.77K
|
15.9K
$818K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-200Closed |
$6.77K - $8.57K
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-266- 43.54% |
$9K - $11.4K
|
345
$17.8K
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-284- 1.24% |
$9.61K - $12.2K
|
22.5K
$1.16M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-286- 2.99% |
$9.68K - $12.3K
|
9.27K
$478K
|
|
Apr 15, 2021
Q1 2021
|
First Financial Corp
|
SELL
|
- |
-469- 8.07% |
$15.9K - $20.1K
|
5.34K
$276K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-500- 5.77% |
$16.9K - $21.4K
|
8.17K
$422K
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-529- 8.59% |
$17.9K - $22.7K
|
5.63K
$290K
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-559- 3.17% |
$18.9K - $24K
|
17.1K
$881K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-562- 4.33% |
$19K - $24.1K
|
12.4K
$640K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-643- 4.54% |
$21.8K - $27.6K
|
13.5K
$698K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-736- 2.23% |
$24.9K - $31.5K
|
32.3K
$1.67M
|