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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
163KNew |
$7.47M - $9.13M
|
163K
$9.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162K+ 121.03% |
$7.45M - $9.1M
|
296K
$17.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
145K+ 63.96% |
$6.67M - $8.14M
|
372K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
32.4KNew |
$1.49M - $1.81M
|
32.4K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.8K+ 98.74% |
$1.23M - $1.5M
|
53.8K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.4K+ 114.27% |
$981K - $1.2M
|
40.1K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18.3K+ 83.45% |
$841K - $1.03M
|
40.3K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 11.29% |
$541K - $661K
|
116K
$6.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.13KNew |
$373K - $455K
|
8.13K
$473K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.7K+ 3.28% |
$353K - $431K
|
243K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5K+ 8.85% |
$230K - $280K
|
61.5K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.43K+ 46.54% |
$203K - $248K
|
14K
$812K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.06KNew |
$186K - $227K
|
4.06K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.02K+ 2.57% |
$185K - $226K
|
160K
$9.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.91KNew |
$179K - $219K
|
3.91K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.7KNew |
$170K - $207K
|
3.7K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.68KNew |
$169K - $206K
|
3.68K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.67KNew |
$169K - $206K
|
3.67K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.62KNew |
$166K - $203K
|
3.62K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.58KNew |
$164K - $201K
|
3.58K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.21K+ 3.52% |
$147K - $180K
|
94.2K
$5.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.94K+ 3.39% |
$135K - $165K
|
89.7K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.84K+ 10.98% |
$131K - $159K
|
28.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 7.52% |
$93.1K - $114K
|
29K
$1.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.9K+ 11.66% |
$87K - $106K
|
18.1K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.75K+ 10.33% |
$80.4K - $98.2K
|
18.7K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.74K+ 8.36% |
$80K - $97.7K
|
22.6K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.71KNew |
$78.7K - $96.1K
|
1.71K
$99.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.64K+ 50.82% |
$75.1K - $91.8K
|
4.86K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.59K+ 14.52% |
$72.9K - $89.1K
|
12.5K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 17.8% |
$68.5K - $83.6K
|
9.87K
$575K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 5.49% |
$55.1K - $67.3K
|
23.1K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.18K+ 6.53% |
$54K - $66K
|
19.2K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.12KNew |
$51.5K - $62.8K
|
1.12K
$65.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.1KNew |
$50.5K - $61.7K
|
1.1K
$64.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
995New |
$45.7K - $55.8K
|
995
$57.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
979+ 5.22% |
$44.9K - $54.9K
|
19.7K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
955+ 5.21% |
$43.8K - $53.5K
|
19.3K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
927+ 12.32% |
$42.5K - $52K
|
8.45K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
899+ 7.87% |
$41.3K - $50.4K
|
12.3K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
700+ 20.0% |
$32.1K - $39.2K
|
4.2K
$245K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
636+ 7.37% |
$29.2K - $35.7K
|
9.27K
$540K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
568+ 9.57% |
$26.1K - $31.8K
|
6.5K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
549+ 1.68% |
$25.2K - $30.8K
|
33.2K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
463+ 2.09% |
$21.3K - $26K
|
22.6K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
420New |
$19.3K - $23.5K
|
420
$24.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
407+ 3.31% |
$18.7K - $22.8K
|
12.7K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
400+ 279.72% |
$18.4K - $22.4K
|
543
$31.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
381+ 0.4% |
$17.5K - $21.4K
|
95.6K
$5.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
360+ 6.65% |
$16.5K - $20.2K
|
5.77K
$336K
|