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
$18.7M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
288K+ 1554.48% |
$14.7M - $16.5M
|
306K
$15.4M
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
128K+ 56.77% |
$6.5M - $7.31M
|
352K
$17.8M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.2K+ 62.26% |
$3.52M - $3.96M
|
180K
$9.09M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65.6K+ 710.57% |
$3.34M - $3.76M
|
74.9K
$3.77M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
56.5KNew |
$2.88M - $3.24M
|
56.5K
$2.85M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 971.04% |
$1.01M - $1.14M
|
21.9K
$1.1M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19.3KNew |
$981K - $1.1M
|
19.3K
$970K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.3K+ 80707.14% |
$575K - $647K
|
11.3K
$570K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$296K - $333K
|
5.81K
$293K
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.28KNew |
$269K - $302K
|
5.28K
$266K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.49K+ 15.9% |
$229K - $257K
|
32.8K
$1.65M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.38KNew |
$223K - $251K
|
4.38K
$221K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.69K+ 20.0% |
$188K - $211K
|
22.2K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.4K+ 62.01% |
$173K - $194K
|
8.87K
$447K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 39.39% |
$124K - $140K
|
8.63K
$435K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.95K+ 13.62% |
$99.2K - $112K
|
16.3K
$819K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.33K+ 8.73% |
$67.6K - $76K
|
16.5K
$832K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
511+ 3.2% |
$26K - $29.2K
|
16.5K
$829K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
457+ 8.34% |
$23.3K - $26.2K
|
5.94K
$299K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
388+ 2.16% |
$19.8K - $22.2K
|
18.3K
$923K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
264+ 0.99% |
$13.4K - $15.1K
|
26.8K
$1.35M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42New |
$2.14K - $2.4K
|
42
$2.12K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
39+ 0.12% |
$1.99K - $2.23K
|
32.6K
$1.64M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.24% |
$968 - $1.09K
|
7.98K
$402K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.33% |
$713 - $801
|
4.2K
$212K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.85% |
$306 - $343
|
709
$35.7K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.32% |
$50.9 - $57.2
|
316
$15.9K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$50.9 - $57.2
|
5.01K
$252K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 9.52% |
$204 - $229
|
38
$1.91K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.59% |
$1.53K - $1.72K
|
5.05K
$254K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$2.85K - $3.21K
|
6.43K
$324K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-186- 1.67% |
$9.47K - $10.6K
|
10.9K
$551K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.87% |
$12.1K - $13.6K
|
27.1K
$1.36M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-279- 1.47% |
$14.2K - $16K
|
18.8K
$945K
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-389- 1.8% |
$19.8K - $22.3K
|
21.2K
$1.07M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-436- 32.68% |
$22.2K - $25K
|
898
$45.2K
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-506- 1.23% |
$25.8K - $29K
|
40.6K
$2.05M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-549- 2.56% |
$28K - $31.4K
|
20.9K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-604- 4.68% |
$30.8K - $34.6K
|
12.3K
$620K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-611- 1.84% |
$31.1K - $35K
|
32.7K
$1.65M
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-645- 5.35% |
$32.8K - $36.9K
|
11.4K
$575K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-694- 2.38% |
$35.3K - $39.7K
|
28.4K
$1.43M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-733- 1.77% |
$37.3K - $42K
|
40.7K
$2.05M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 6.18% |
$53.6K - $60.3K
|
16K
$805K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.43K- 5.91% |
$124K - $139K
|
38.7K
$1.95M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.96K- 3.02% |
$151K - $169K
|
95.2K
$4.8M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.6K- 37.58% |
$797K - $895K
|
26K
$1.31M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 13.78% |
$1.09M - $1.23M
|
134K
$6.75M
|