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 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-733- 1.77% |
$37.3K - $42K
|
40.7K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-735- 11.28% |
$37.4K - $42.1K
|
5.78K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-797- 9.79% |
$40.6K - $45.6K
|
7.34K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-800- 7.34% |
$40.7K - $45.8K
|
10.1K
$546K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1K- 22.22% |
$50.9K - $57.2K
|
3.5K
$189K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 6.18% |
$53.6K - $60.3K
|
16K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.36KClosed |
$69.5K - $78.1K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 62.29% |
$89.2K - $100K
|
1.06K
$57.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.86K- 9.48% |
$94.9K - $107K
|
17.8K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.93K- 4.33% |
$98.2K - $110K
|
42.5K
$2.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.94K- 16.78% |
$98.6K - $111K
|
9.6K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.09K- 8.7% |
$106K - $120K
|
21.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.14K- 4.89% |
$109K - $123K
|
41.7K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.43K- 5.91% |
$124K - $139K
|
38.7K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.78K- 23.6% |
$141K - $159K
|
8.99K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.82K- 22.19% |
$144K - $162K
|
9.9K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.87K- 2.28% |
$146K - $164K
|
123K
$6.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.96K- 3.02% |
$151K - $169K
|
95.2K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.06K- 35.7% |
$156K - $175K
|
5.52K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.2K- 50.0% |
$265K - $298K
|
5.2K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.92K- 9.02% |
$302K - $339K
|
59.7K
$3.23M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.14K- 41.36% |
$313K - $352K
|
8.71K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.4K- 0.84% |
$629K - $707K
|
1.45M
$78.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 8.88% |
$636K - $715K
|
128K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-15.2K- 76.19% |
$772K - $868K
|
4.74K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.6K- 37.58% |
$797K - $895K
|
26K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.6K- 59.76% |
$844K - $949K
|
11.2K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-16.8K- 13.84% |
$855K - $961K
|
104K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 13.78% |
$1.09M - $1.23M
|
134K
$7.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-24K- 10.73% |
$1.22M - $1.37M
|
200K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-24.1K- 52.41% |
$1.23M - $1.38M
|
21.9K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.5K- 94.37% |
$3.79M - $4.26M
|
4.44K
$240K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.17M- 7.74% |
$59.4M - $66.7M
|
13.9M
$751M
|