Purchases and Sales Made in Q1 2023 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 2023. 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 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
6.23K+ 4.97% |
$219K - $290K
|
132K
$7.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.39KNew |
$190K - $251K
|
5.39K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.39KNew |
$189K - $250K
|
5.39K
$317K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.75KNew |
$167K - $220K
|
4.75K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.69K+ 19.01% |
$165K - $218K
|
29.4K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.64K+ 46.75% |
$163K - $215K
|
14.6K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.98K+ 26.58% |
$140K - $185K
|
19K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.64K+ 10.33% |
$128K - $169K
|
38.8K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.55K+ 19.28% |
$125K - $165K
|
21.9K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 41.87% |
$122K - $161K
|
11.8K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.43K+ 16.5% |
$121K - $159K
|
24.2K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.1K+ 4.26% |
$109K - $144K
|
75.8K
$4.47M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 493.87% |
$90.7K - $120K
|
3.1K
$183K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.29K+ 43.15% |
$80.7K - $107K
|
7.61K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.22K+ 108.09% |
$78K - $103K
|
4.27K
$252K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1.98K+ 2.17% |
$69.5K - $91.8K
|
93.1K
$5.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.87K+ 68.62% |
$65.8K - $86.9K
|
4.6K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 23.68% |
$63.2K - $83.4K
|
9.38K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 1.13% |
$50.1K - $66.1K
|
127K
$7.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 16.75% |
$48.9K - $64.6K
|
9.69K
$571K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.33K+ 19.4% |
$46.6K - $61.6K
|
8.16K
$481K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.17K+ 2.49% |
$41K - $54.1K
|
47.9K
$2.82M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
998+ 15.08% |
$35.1K - $46.4K
|
7.62K
$449K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
721+ 3.89% |
$25.4K - $33.5K
|
19.3K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
681New |
$24K - $31.6K
|
681
$40.1K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
675New |
$23.7K - $31.4K
|
675
$39.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
616+ 11.55% |
$21.7K - $28.6K
|
5.95K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
547+ 54700.0% |
$19.2K - $25.4K
|
548
$32.3K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
530+ 2.88% |
$18.6K - $24.6K
|
18.9K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
392+ 6.58% |
$13.8K - $18.2K
|
6.35K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
259+ 0.56% |
$9.11K - $12K
|
46.7K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
250New |
$8.8K - $11.6K
|
250
$14.7K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
180+ 1.87% |
$6.33K - $8.36K
|
9.8K
$578K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
173+ 3.65% |
$6.09K - $8.04K
|
4.91K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
127+ 0.48% |
$4.47K - $5.9K
|
26.5K
$1.56M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87+ 2.89% |
$3.06K - $4.04K
|
3.1K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
76New |
$2.67K - $3.53K
|
76
$4.48K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.69% |
$2.43K - $3.21K
|
10.1K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
60+ 0.24% |
$2.11K - $2.79K
|
24.9K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$2.08K - $2.74K
|
59
$3.48K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
30+ 0.52% |
$1.06K - $1.39K
|
5.79K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 0.32% |
$457 - $604
|
4.06K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$141 - $186
|
6.77K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.58% |
$70.4 - $92.9
|
349
$20.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.44% |
$70.4 - $92.9
|
460
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.2 - $46.5
|
1
$58.9
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.01% |
$35.2 - $46.5
|
8.05K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 2.21% |
$281 - $372
|
354
$20.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 0.09% |
$457 - $604
|
14.8K
$871K
|