Purchases and Sales Made in Q2 2023 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 2023. 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 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 1.0% |
$1.04K - $1.21K
|
3.07K
$166K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 1.0% |
$1.04K - $1.21K
|
3.07K
$166K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-54- 0.55% |
$1.81K - $2.1K
|
9.76K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-145- 1.31% |
$4.86K - $5.65K
|
10.9K
$588K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-196- 2.4% |
$6.58K - $7.63K
|
7.96K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-234- 0.86% |
$7.85K - $9.11K
|
27K
$1.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-240- 5.38% |
$8.05K - $9.35K
|
4.22K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-243- 5.13% |
$8.15K - $9.46K
|
4.49K
$242K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-250Closed |
$8.39K - $9.74K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-260- 4.06% |
$8.72K - $10.1K
|
6.15K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-264- 1.25% |
$8.86K - $10.3K
|
20.9K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-368- 1.05% |
$12.3K - $14.3K
|
34.6K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-409- 1.32% |
$13.7K - $15.9K
|
30.7K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-423- 32.02% |
$14.2K - $16.5K
|
898
$48.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-479- 3.86% |
$16.1K - $18.7K
|
11.9K
$644K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-506- 0.29% |
$17K - $19.7K
|
172K
$9.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-609- 5.4% |
$20.4K - $23.7K
|
10.7K
$576K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-675Closed |
$22.6K - $26.3K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-679- 3.5% |
$22.8K - $26.4K
|
18.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-695- 6.87% |
$23.3K - $27.1K
|
9.42K
$509K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-728- 2.49% |
$24.4K - $28.3K
|
28.5K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-897- 2.72% |
$30.1K - $34.9K
|
32.1K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-908- 3.65% |
$30.5K - $35.4K
|
24K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-918- 11.64% |
$30.8K - $35.7K
|
6.97K
$376K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.06K- 8.46% |
$35.7K - $41.4K
|
11.5K
$621K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 4.7% |
$36.1K - $41.9K
|
21.8K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.34K- 0.89% |
$44.9K - $52.1K
|
149K
$8.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.38K- 2.95% |
$46.2K - $53.7K
|
45.3K
$2.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 42.59% |
$58K - $67.3K
|
2.33K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.82K- 24.78% |
$60.9K - $70.7K
|
5.51K
$297K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.87K- 40.7% |
$62.7K - $72.8K
|
2.73K
$147K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.96K- 4.34% |
$65.8K - $76.4K
|
43.2K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2K- 24.84% |
$67.1K - $77.9K
|
6.05K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 43.08% |
$71K - $82.4K
|
2.8K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.32K- 28.66% |
$77.7K - $90.1K
|
5.76K
$311K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 20.68% |
$81.6K - $94.7K
|
9.32K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.47K- 25.7% |
$82.7K - $96K
|
7.13K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.48K- 22.62% |
$83.3K - $96.7K
|
8.5K
$459K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.54K- 19.98% |
$85.3K - $99K
|
10.2K
$550K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.86K- 15.57% |
$96K - $111K
|
15.5K
$838K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.14K- 17.14% |
$105K - $122K
|
15.2K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 5.51% |
$106K - $123K
|
54.4K
$2.94M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.51K- 34.98% |
$118K - $137K
|
6.52K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.65K- 3.33% |
$123K - $142K
|
106K
$5.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.69K- 7.05% |
$124K - $144K
|
48.7K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.77K- 9.49% |
$126K - $147K
|
35.9K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-3.98K- 16.6% |
$133K - $155K
|
20K
$1.08M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.02K- 9.49% |
$135K - $156K
|
38.3K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.05K- 18.45% |
$136K - $158K
|
17.9K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.15K- 21.86% |
$139K - $161K
|
14.8K
$800K
|