Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
371KNew |
$18.9M - $21.2M
|
371K
$20.1M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 15.39% |
$14.9M - $16.7M
|
2.19M
$118M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
288K+ 1554.48% |
$14.7M - $16.5M
|
306K
$16.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
275K+ 39.03% |
$14M - $15.7M
|
979K
$52.9M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 48.74% |
$11M - $12.4M
|
659K
$35.6M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 8.61% |
$10.9M - $12.2M
|
2.69M
$146M
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
128K+ 56.77% |
$6.5M - $7.31M
|
352K
$19.1M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
112K+ 97.01% |
$5.7M - $6.4M
|
227K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
103K+ 1930.33% |
$5.22M - $5.87M
|
108K
$5.83M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85.4K+ 120.5% |
$4.35M - $4.89M
|
156K
$8.45M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.4K+ 42.65% |
$4.25M - $4.77M
|
279K
$15.1M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.4K+ 26.89% |
$3.94M - $4.43M
|
365K
$19.7M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
75K+ 46.86% |
$3.82M - $4.29M
|
235K
$12.7M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.2K+ 62.26% |
$3.52M - $3.96M
|
180K
$9.75M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.7K+ 382.14% |
$3.5M - $3.93M
|
86.7K
$4.69M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65.6K+ 710.57% |
$3.34M - $3.76M
|
74.9K
$4.05M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
61.2K+ 362.53% |
$3.12M - $3.5M
|
78.1K
$4.22M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
56.5KNew |
$2.88M - $3.24M
|
56.5K
$3.06M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.4K+ 18.7% |
$2.57M - $2.88M
|
320K
$17.3M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.4K+ 12.29% |
$2.06M - $2.31M
|
369K
$19.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.7K+ 17.33% |
$1.77M - $1.99M
|
235K
$12.7M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.1K+ 13.23% |
$1.58M - $1.78M
|
266K
$14.4M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.7K+ 54.04% |
$1.56M - $1.76M
|
87.5K
$4.73M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
30.2K+ 6.15% |
$1.54M - $1.73M
|
521K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 58.78% |
$1.34M - $1.51M
|
71.1K
$3.85M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
24K+ 89.95% |
$1.22M - $1.37M
|
50.6K
$2.74M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 971.04% |
$1.01M - $1.14M
|
21.9K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.3KNew |
$981K - $1.1M
|
19.3K
$1.04M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
18KNew |
$918K - $1.03M
|
18K
$975K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2K+ 197.3% |
$875K - $984K
|
25.9K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.8K+ 13.37% |
$858K - $964K
|
143K
$7.72M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
14.7KNew |
$749K - $841K
|
14.7K
$795K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.5K+ 9.12% |
$688K - $773K
|
161K
$8.73M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.4K+ 10.6% |
$680K - $764K
|
139K
$7.53M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.7KNew |
$644K - $724K
|
12.7K
$684K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 80707.14% |
$575K - $647K
|
11.3K
$612K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.1K+ 3029.86% |
$563K - $633K
|
11.4K
$618K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
9.52KNew |
$485K - $545K
|
9.52K
$515K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.38K+ 276.51% |
$478K - $537K
|
12.8K
$691K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.69K+ 100.65% |
$442K - $497K
|
17.3K
$936K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.17K+ 12.88% |
$416K - $468K
|
71.6K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.94K+ 27.85% |
$404K - $454K
|
36.4K
$1.97M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.79KNew |
$397K - $446K
|
7.79K
$421K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.14K+ 67.67% |
$364K - $409K
|
17.7K
$957K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.89K+ 2.01% |
$351K - $394K
|
350K
$18.9M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.63K+ 2.43% |
$338K - $379K
|
279K
$15.1M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.84K+ 30.21% |
$297K - $334K
|
25.2K
$1.36M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$296K - $333K
|
5.81K
$314K
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.52KNew |
$281K - $316K
|
5.52K
$298K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.41KNew |
$276K - $310K
|
5.41K
$293K
|