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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20+ 0.21% |
$1.02K - $1.14K
|
9.64K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19+ 0.24% |
$968 - $1.09K
|
7.98K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.41% |
$866 - $973
|
4.16K
$225K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.06% |
$764 - $859
|
24.5K
$1.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.33% |
$713 - $801
|
4.2K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.71% |
$560 - $630
|
1.56K
$84.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.85% |
$306 - $343
|
709
$38.3K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$204 - $229
|
6.57K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.38% |
$50.9 - $57.2
|
265
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.32% |
$50.9 - $57.2
|
316
$17.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$50.9 - $57.2
|
5.01K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4- 0.2% |
$204 - $229
|
2.01K
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 9.52% |
$204 - $229
|
38
$2.05K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6- 4.03% |
$306 - $343
|
143
$7.73K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 0.45% |
$1.53K - $1.72K
|
6.7K
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.59% |
$1.53K - $1.72K
|
5.05K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$2.85K - $3.21K
|
6.43K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-97- 1.19% |
$4.94K - $5.55K
|
8.04K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-100- 1.03% |
$5.09K - $5.72K
|
9.59K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-159- 2.1% |
$8.1K - $9.1K
|
7.41K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-186- 1.67% |
$9.47K - $10.6K
|
10.9K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-206- 15.19% |
$10.5K - $11.8K
|
1.15K
$62.2K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-209- 0.61% |
$10.6K - $12K
|
34.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-219- 5.39% |
$11.2K - $12.5K
|
3.84K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.87% |
$12.1K - $13.6K
|
27.1K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-256- 3.29% |
$13K - $14.7K
|
7.53K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-266- 6.13% |
$13.5K - $15.2K
|
4.07K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-279- 1.47% |
$14.2K - $16K
|
18.8K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-306- 6.56% |
$15.6K - $17.5K
|
4.36K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-310- 4.65% |
$15.8K - $17.7K
|
6.35K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-313- 11.55% |
$15.9K - $17.9K
|
2.4K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-326- 4.53% |
$16.6K - $18.7K
|
6.87K
$372K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-354- 7.02% |
$18K - $20.3K
|
4.69K
$254K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-373- 17.6% |
$19K - $21.4K
|
1.75K
$94.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-389- 1.8% |
$19.8K - $22.3K
|
21.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-395- 2.07% |
$20.1K - $22.6K
|
18.7K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-396- 3.21% |
$20.2K - $22.7K
|
12K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-436- 32.68% |
$22.2K - $25K
|
898
$48.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-468- 5.38% |
$23.8K - $26.8K
|
8.23K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-506- 1.23% |
$25.8K - $29K
|
40.6K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-512- 13.72% |
$26.1K - $29.3K
|
3.22K
$174K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-519- 6.62% |
$26.4K - $29.7K
|
7.32K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-549- 2.56% |
$28K - $31.4K
|
20.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-594- 16.75% |
$30.3K - $34K
|
2.95K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-595- 41.81% |
$30.3K - $34.1K
|
828
$44.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-604- 4.68% |
$30.8K - $34.6K
|
12.3K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-611- 1.84% |
$31.1K - $35K
|
32.7K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 1.25% |
$32.2K - $36.2K
|
50K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-645- 5.35% |
$32.8K - $36.9K
|
11.4K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-694- 2.38% |
$35.3K - $39.7K
|
28.4K
$1.54M
|