Purchases and Sales Made in Q1 2024 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 2024. 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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 57.6% |
$7.45M - $8.35M
|
481K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 132.88% |
$5.95M - $6.66M
|
246K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
134KNew |
$5.69M - $6.37M
|
134K
$7.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
125K+ 123.0% |
$5.3M - $5.93M
|
226K
$12.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 664.73% |
$4.94M - $5.54M
|
134K
$7.6M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
73.7K+ 1109.75% |
$3.13M - $3.5M
|
80.4K
$4.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
66.8K+ 459.56% |
$2.84M - $3.18M
|
81.4K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.2K+ 37.65% |
$2.17M - $2.43M
|
187K
$10.6M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
46.3KNew |
$1.97M - $2.2M
|
46.3K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 12.41% |
$1.53M - $1.71M
|
326K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32.3K+ 251.43% |
$1.37M - $1.54M
|
45.2K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
30.4K+ 31.27% |
$1.29M - $1.45M
|
128K
$7.25M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 1.99% |
$1.12M - $1.25M
|
1.35M
$76.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 16.76% |
$987K - $1.11M
|
162K
$9.2M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$615K - $689K
|
14.5K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 26.74% |
$567K - $634K
|
63.3K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.9K+ 91.86% |
$547K - $612K
|
26.9K
$1.53M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.54KNew |
$320K - $358K
|
7.54K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.2KNew |
$263K - $295K
|
6.2K
$352K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.67KNew |
$241K - $270K
|
5.67K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.48K+ 49.37% |
$233K - $261K
|
16.6K
$941K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.09KNew |
$216K - $242K
|
5.09K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
4.73K+ 12.54% |
$201K - $225K
|
42.5K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.62KNew |
$196K - $220K
|
4.62K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.51K+ 2.64% |
$191K - $214K
|
175K
$9.94M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.44KNew |
$188K - $211K
|
4.44K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$187K - $210K
|
4.41K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.94K+ 3.59% |
$167K - $187K
|
114K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.6K+ 17.02% |
$153K - $171K
|
24.7K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.19K+ 0.68% |
$135K - $152K
|
475K
$27M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.71K+ 34.14% |
$115K - $129K
|
10.6K
$603K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.7K+ 27.23% |
$114K - $128K
|
12.6K
$715K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 104.47% |
$112K - $126K
|
5.17K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$106K - $119K
|
2.5K
$142K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.84K+ 23.56% |
$78.2K - $87.5K
|
9.66K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.8K+ 37.67% |
$76.2K - $85.3K
|
6.56K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.32K+ 117.54% |
$56K - $62.7K
|
2.44K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 5.3% |
$54.2K - $60.6K
|
25.4K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 2.27% |
$51.8K - $58K
|
55.1K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 17.8% |
$46.6K - $52.2K
|
7.27K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
988+ 1.55% |
$41.9K - $46.9K
|
64.9K
$3.68M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
870+ 4.1% |
$36.9K - $41.3K
|
22.1K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
563+ 4.86% |
$23.9K - $26.8K
|
12.2K
$690K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
474New |
$20.1K - $22.5K
|
474
$26.9K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
415+ 35.11% |
$17.6K - $19.7K
|
1.6K
$90.6K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
355+ 0.42% |
$15.1K - $16.9K
|
84K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
312New |
$13.2K - $14.8K
|
312
$17.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
311New |
$13.2K - $14.8K
|
311
$17.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
272New |
$11.5K - $12.9K
|
272
$15.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 3.95% |
$10.7K - $12K
|
6.66K
$378K
|