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 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-16- 0.34% |
$563 - $743
|
4.73K
$276K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 0.82% |
$668 - $883
|
2.31K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.09% |
$704 - $929
|
22.3K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.87% |
$739 - $976
|
2.39K
$139K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-43- 0.04% |
$1.51K - $2K
|
96.5K
$5.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-44- 0.58% |
$1.55K - $2.04K
|
7.55K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76- 1.19% |
$2.67K - $3.53K
|
6.3K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-78- 0.79% |
$2.74K - $3.62K
|
9.81K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-78- 22.1% |
$2.74K - $3.62K
|
275
$16K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-91- 0.42% |
$3.2K - $4.23K
|
21.3K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-133- 0.29% |
$4.68K - $6.18K
|
45.5K
$2.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-192- 2.38% |
$6.75K - $8.92K
|
7.89K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-217- 1.93% |
$7.63K - $10.1K
|
11K
$643K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-344- 7.03% |
$12.1K - $16K
|
4.55K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-413- 96.05% |
$14.5K - $19.2K
|
17
$991
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-471- 73.59% |
$16.6K - $21.9K
|
169
$9.85K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-488- 2.59% |
$17.2K - $22.7K
|
18.4K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-492- 4.64% |
$17.3K - $22.9K
|
10.1K
$589K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-547- 99.82% |
$19.2K - $25.4K
|
1
$58.3
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-594- 4.57% |
$20.9K - $27.6K
|
12.4K
$723K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-648- 2.17% |
$22.8K - $30.1K
|
29.2K
$1.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-786- 46.54% |
$27.7K - $36.5K
|
903
$52.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-806- 5.26% |
$28.4K - $37.4K
|
14.5K
$846K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-815- 4.92% |
$28.7K - $37.9K
|
15.8K
$918K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-875- 9.77% |
$30.8K - $40.7K
|
8.08K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-940- 4.88% |
$33.1K - $43.7K
|
18.3K
$1.07M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-959- 2.67% |
$33.7K - $44.6K
|
35K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.01K- 12.81% |
$35.4K - $46.7K
|
6.85K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 43.69% |
$36.1K - $47.6K
|
1.32K
$77K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.07K- 3.32% |
$37.5K - $49.6K
|
31.1K
$1.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 11.73% |
$39.7K - $52.5K
|
8.5K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.18K- 39.15% |
$41.7K - $55K
|
1.84K
$107K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.19K- 4.17% |
$41.7K - $55.1K
|
27.3K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.39K- 6.67% |
$48.8K - $64.4K
|
19.4K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.86K- 5.33% |
$65.3K - $86.2K
|
33K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2K- 17.08% |
$70.3K - $92.8K
|
9.7K
$565K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.16K- 13.61% |
$75.9K - $100K
|
13.7K
$798K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.28K- 5.66% |
$80.1K - $106K
|
38K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.44K- 17.76% |
$85.7K - $113K
|
11.3K
$657K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.56K- 23.2% |
$89.9K - $119K
|
8.46K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.75K- 12.43% |
$96.9K - $128K
|
19.4K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.12K- 6.2% |
$110K - $145K
|
47.2K
$2.75M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.51K- 7.65% |
$123K - $163K
|
42.3K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.3K- 7.59% |
$151K - $200K
|
52.4K
$3.05M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.48K- 30.36% |
$193K - $255K
|
12.6K
$732K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-6.3K- 20.83% |
$222K - $293K
|
24K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.71K- 4.72% |
$236K - $312K
|
136K
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.84K- 0.4% |
$241K - $318K
|
1.69M
$98.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.12K- 55.53% |
$250K - $331K
|
5.7K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.13K- 7.69% |
$251K - $331K
|
85.7K
$4.99M
|