Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
7.51K+ 13.69% |
$315K - $345K
|
62.4K
$3.04M
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.48KNew |
$314K - $343K
|
7.48K
$365K
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.34KNew |
$308K - $337K
|
7.34K
$358K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.88K+ 81.98% |
$289K - $316K
|
15.3K
$745K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.88KNew |
$289K - $316K
|
6.88K
$335K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.78KNew |
$285K - $311K
|
6.78K
$330K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.48KNew |
$272K - $297K
|
6.48K
$316K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.43KNew |
$270K - $295K
|
6.43K
$313K
|
|
Jul 30, 2021
Q2 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.62K+ 44.24% |
$236K - $258K
|
18.3K
$893K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.25K+ 8.49% |
$221K - $241K
|
67.1K
$3.27M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.24K+ 35.33% |
$220K - $240K
|
20.1K
$978K
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.19KNew |
$218K - $238K
|
5.19K
$253K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.99KNew |
$210K - $229K
|
4.99K
$243K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.97K+ 51.12% |
$209K - $228K
|
14.7K
$716K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.76K+ 12.99% |
$200K - $218K
|
41.4K
$2.02M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.72K+ 9.5% |
$198K - $217K
|
54.5K
$2.66M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.56K+ 57.39% |
$191K - $209K
|
12.5K
$609K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.43K+ 19.52% |
$186K - $203K
|
27.1K
$1.32M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.1KNew |
$130K - $142K
|
3.1K
$151K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.07K+ 3.27% |
$129K - $141K
|
97.1K
$4.73M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.88K+ 5.33% |
$121K - $132K
|
57K
$2.78M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.87K+ 57.57% |
$120K - $132K
|
7.85K
$383K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
2.79KNew |
$117K - $128K
|
2.79K
$136K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75K+ 6.9% |
$116K - $126K
|
42.6K
$2.08M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.62K+ 1.98% |
$110K - $120K
|
135K
$6.59M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.6K+ 3.45% |
$109K - $119K
|
77.7K
$3.79M
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
2.2K+ 37.89% |
$92.5K - $101K
|
8.02K
$391K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.05% |
$87.8K - $95.9K
|
53.7K
$2.62M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.02K+ 15.88% |
$84.7K - $92.5K
|
14.7K
$717K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.73KNew |
$72.6K - $79.3K
|
1.73K
$84.3K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.38K+ 19.87% |
$58K - $63.3K
|
8.32K
$406K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 4.04% |
$56.4K - $61.6K
|
34.6K
$1.69M
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.3K+ 9.55% |
$54.6K - $59.6K
|
14.9K
$727K
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$50.5K - $55.1K
|
1.2K
$58.6K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 9.02% |
$48.9K - $53.4K
|
14.1K
$686K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
840New |
$35.3K - $38.5K
|
840
$41K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
549+ 5.92% |
$23.1K - $25.2K
|
9.83K
$479K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
545+ 1.69% |
$22.9K - $25K
|
32.9K
$1.6M
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
493+ 0.48% |
$20.7K - $22.6K
|
102K
$4.99M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
475New |
$20K - $21.8K
|
475
$23.2K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
465+ 7.97% |
$19.5K - $21.3K
|
6.3K
$307K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
455+ 7.36% |
$19.1K - $20.9K
|
6.63K
$323K
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
452+ 95.76% |
$19K - $20.7K
|
924
$45.1K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
451New |
$18.9K - $20.7K
|
451
$22K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
358+ 0.77% |
$15K - $16.4K
|
46.9K
$2.29M
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
338+ 3.76% |
$14.2K - $15.5K
|
9.32K
$454K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
304+ 0.43% |
$12.8K - $13.9K
|
71.7K
$3.5M
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
300+ 5.77% |
$12.6K - $13.8K
|
5.5K
$268K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
297+ 4.94% |
$12.5K - $13.6K
|
6.31K
$308K
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
BUY
|
- |
279+ 4.96% |
$11.7K - $12.8K
|
5.91K
$288K
|