Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.05KNew |
$43.3K - $48.1K
|
1.05K
$53.9K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
902+ 7.48% |
$37.4K - $41.5K
|
13K
$669K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
875+ 15.73% |
$36.2K - $40.3K
|
6.44K
$332K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
849+ 1.75% |
$35.2K - $39.1K
|
49.4K
$2.55M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
788+ 0.81% |
$32.6K - $36.3K
|
97.8K
$5.05M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
739+ 2.2% |
$30.6K - $34K
|
34.4K
$1.77M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
616+ 1.31% |
$25.5K - $28.4K
|
47.6K
$2.45M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
606+ 1.53% |
$25.1K - $27.9K
|
40.3K
$2.08M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
463+ 3.15% |
$19.2K - $21.3K
|
15.2K
$783K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
425New |
$17.6K - $19.6K
|
425
$21.9K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
336New |
$13.9K - $15.5K
|
336
$17.3K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
328+ 4.01% |
$13.6K - $15.1K
|
8.5K
$439K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
316+ 2.25% |
$13.1K - $14.6K
|
14.4K
$742K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
305+ 3.29% |
$12.6K - $14K
|
9.58K
$495K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
200New |
$8.28K - $9.21K
|
200
$10.3K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
196+ 1.28% |
$8.12K - $9.03K
|
15.5K
$799K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
160+ 2.85% |
$6.63K - $7.37K
|
5.77K
$298K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
139New |
$5.76K - $6.4K
|
139
$7.18K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
126+ 0.48% |
$5.22K - $5.8K
|
26.5K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
117New |
$4.85K - $5.39K
|
117
$6.04K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
84+ 0.9% |
$3.48K - $3.87K
|
9.4K
$485K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53+ 0.44% |
$2.2K - $2.44K
|
12.2K
$631K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
36+ 0.15% |
$1.49K - $1.66K
|
24.8K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1.33K - $1.47K
|
32
$1.65K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
30+ 0.25% |
$1.24K - $1.38K
|
12.2K
$631K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
24+ 0.47% |
$994 - $1.11K
|
5.11K
$264K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.55% |
$207 - $230
|
909
$46.9K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2+ 0.01% |
$82.8 - $92.1
|
13.5K
$698K
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.51% |
$41.4 - $46.1
|
196
$10.1K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.22% |
$41.4 - $46.1
|
452
$23.3K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.02% |
$207 - $230
|
22.8K
$1.17M
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-23- 0.39% |
$953 - $1.06K
|
5.88K
$304K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 1.16% |
$994 - $1.11K
|
2.05K
$106K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-55- 9.12% |
$2.28K - $2.53K
|
548
$28.3K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-73- 1.16% |
$3.02K - $3.36K
|
6.24K
$322K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-90- 1.12% |
$3.73K - $4.14K
|
7.95K
$410K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 0.67% |
$4.14K - $4.61K
|
14.8K
$765K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-116- 1.58% |
$4.8K - $5.34K
|
7.22K
$373K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-150- 2.73% |
$6.21K - $6.91K
|
5.35K
$276K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-189- 0.68% |
$7.83K - $8.7K
|
27.7K
$1.43M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-251- 0.37% |
$10.4K - $11.6K
|
67.5K
$3.48M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-296- 3.48% |
$12.3K - $13.6K
|
8.21K
$424K
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-315- 6.32% |
$13K - $14.5K
|
4.67K
$241K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 2.85% |
$13.3K - $14.8K
|
10.9K
$565K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-389Closed |
$16.1K - $17.9K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-400- 3.89% |
$16.6K - $18.4K
|
9.88K
$510K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-427- 5.13% |
$17.7K - $19.7K
|
7.9K
$408K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-444- 4.05% |
$18.4K - $20.4K
|
10.5K
$543K
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-450- 2.82% |
$18.6K - $20.7K
|
15.5K
$799K
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-496- 2.69% |
$20.5K - $22.8K
|
17.9K
$926K
|