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 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.35K- 21.91% |
$259K - $342K
|
26.2K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.23K- 59.3% |
$289K - $382K
|
5.65K
$333K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.55K- 54.49% |
$301K - $397K
|
7.14K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.57K- 17.76% |
$301K - $398K
|
39.7K
$2.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.46K- 30.27% |
$333K - $440K
|
21.8K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.1K- 52.61% |
$392K - $517K
|
10K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.3K- 15.58% |
$399K - $527K
|
61.4K
$3.62M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 23.11% |
$478K - $631K
|
45.2K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 7.88% |
$621K - $820K
|
206K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.6K- 64.79% |
$621K - $820K
|
9.59K
$565K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.7K- 62.97% |
$657K - $868K
|
11K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 16.77% |
$837K - $1.11M
|
118K
$6.96M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.4K- 60.0% |
$964K - $1.27M
|
18.3K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.1K- 3.19% |
$989K - $1.31M
|
852K
$50.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29.4K- 57.28% |
$1.04M - $1.37M
|
22K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.6K- 32.64% |
$2.55M - $3.37M
|
150K
$8.83M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-72.8K- 68.37% |
$2.56M - $3.38M
|
33.7K
$1.98M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84.3K- 59.43% |
$2.97M - $3.92M
|
57.5K
$3.39M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-125K- 70.91% |
$4.4M - $5.81M
|
51.3K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-128K- 7.42% |
$4.49M - $5.94M
|
1.59M
$93.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-131K- 71.33% |
$4.61M - $6.09M
|
52.7K
$3.11M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-131K- 71.33% |
$4.61M - $6.09M
|
52.7K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-171K- 5.17% |
$6.02M - $7.95M
|
3.14M
$185M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-178K- 67.76% |
$6.25M - $8.25M
|
84.5K
$4.98M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-277K- 22.4% |
$9.75M - $12.9M
|
961K
$56.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-435K- 50.55% |
$15.3M - $20.2M
|
425K
$25.1M
|