Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162K+ 121.03% |
$7.45M - $9.1M
|
296K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
145K+ 63.96% |
$6.67M - $8.14M
|
372K
$21.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.8K+ 98.74% |
$1.23M - $1.5M
|
53.8K
$3.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.4K+ 114.27% |
$981K - $1.2M
|
40.1K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.3K+ 83.45% |
$841K - $1.03M
|
40.3K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.13KNew |
$373K - $455K
|
8.13K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.7K+ 3.28% |
$353K - $431K
|
243K
$13.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5K+ 8.85% |
$230K - $280K
|
61.5K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.06KNew |
$186K - $227K
|
4.06K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.02K+ 2.57% |
$185K - $226K
|
160K
$9.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.7KNew |
$170K - $207K
|
3.7K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.68KNew |
$169K - $206K
|
3.68K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.67KNew |
$169K - $206K
|
3.67K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.21K+ 3.52% |
$147K - $180K
|
94.2K
$5.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.94K+ 3.39% |
$135K - $165K
|
89.7K
$5.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.9K+ 11.66% |
$87K - $106K
|
18.1K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.75K+ 10.33% |
$80.4K - $98.2K
|
18.7K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 8.36% |
$80K - $97.7K
|
22.6K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.71KNew |
$78.7K - $96.1K
|
1.71K
$97.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.59K+ 14.52% |
$72.9K - $89.1K
|
12.5K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 5.49% |
$55.1K - $67.3K
|
23.1K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.18K+ 6.53% |
$54K - $66K
|
19.2K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.1KNew |
$50.5K - $61.7K
|
1.1K
$62.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
995New |
$45.7K - $55.8K
|
995
$56.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
979+ 5.22% |
$44.9K - $54.9K
|
19.7K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
955+ 5.21% |
$43.8K - $53.5K
|
19.3K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
927+ 12.32% |
$42.5K - $52K
|
8.45K
$480K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
899+ 7.87% |
$41.3K - $50.4K
|
12.3K
$700K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
636+ 7.37% |
$29.2K - $35.7K
|
9.27K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
568+ 9.57% |
$26.1K - $31.8K
|
6.5K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
549+ 1.68% |
$25.2K - $30.8K
|
33.2K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
463+ 2.09% |
$21.3K - $26K
|
22.6K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
420New |
$19.3K - $23.5K
|
420
$23.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
407+ 3.31% |
$18.7K - $22.8K
|
12.7K
$722K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
381+ 0.4% |
$17.5K - $21.4K
|
95.6K
$5.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
360+ 6.65% |
$16.5K - $20.2K
|
5.77K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
330+ 31.13% |
$15.1K - $18.5K
|
1.39K
$78.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
307+ 3.73% |
$14.1K - $17.2K
|
8.53K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
160+ 3.67% |
$7.34K - $8.97K
|
4.52K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
146+ 1.28% |
$6.7K - $8.18K
|
11.6K
$656K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
143New |
$6.56K - $8.02K
|
143
$8.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
92+ 0.43% |
$4.22K - $5.16K
|
21.3K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
71+ 0.22% |
$3.26K - $3.98K
|
32.6K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 0.15% |
$964 - $1.18K
|
14K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.34% |
$918 - $1.12K
|
5.88K
$334K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
19+ 0.41% |
$872 - $1.07K
|
4.71K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18+ 0.07% |
$826 - $1.01K
|
26K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
10+ 0.13% |
$459 - $561
|
7.47K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.26% |
$184 - $224
|
1.57K
$88.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$184 - $224
|
6.57K
$373K
|