Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
132+ 1.62% |
$4.92K - $5.5K
|
8.28K
$469K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
100+ 0.8% |
$3.73K - $4.17K
|
12.6K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
86+ 0.36% |
$3.21K - $3.58K
|
24.1K
$1.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.56% |
$1.98K - $2.21K
|
9.48K
$538K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 0.47% |
$1.79K - $2K
|
10.2K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
46New |
$1.71K - $1.92K
|
46
$2.61K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
25+ 0.33% |
$932 - $1.04K
|
7.58K
$430K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 1.03% |
$485 - $541
|
1.28K
$72.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.07% |
$261 - $292
|
9.43K
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6+ 0.26% |
$224 - $250
|
2.32K
$132K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.58% |
$149 - $167
|
692
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.85% |
$112 - $125
|
355
$20.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 0.81% |
$1.79K - $2K
|
5.85K
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-65- 2.79% |
$2.42K - $2.71K
|
2.27K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 12.69% |
$4.25K - $4.75K
|
784
$44.5K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-128- 0.37% |
$4.77K - $5.33K
|
34.6K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-135- 0.47% |
$5.03K - $5.62K
|
28.3K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-147- 0.53% |
$5.48K - $6.12K
|
27.4K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-155- 1.6% |
$5.78K - $6.46K
|
9.56K
$542K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-170- 2.74% |
$6.34K - $7.08K
|
6.03K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-200- 2.04% |
$7.46K - $8.33K
|
9.6K
$545K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-209- 0.98% |
$7.79K - $8.7K
|
21.1K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-226- 0.84% |
$8.43K - $9.41K
|
26.8K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-242- 3.57% |
$9.02K - $10.1K
|
6.54K
$371K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-256- 0.67% |
$9.54K - $10.7K
|
38.1K
$2.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-353- 7.76% |
$13.2K - $14.7K
|
4.2K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-375- 5.88% |
$14K - $15.6K
|
6.01K
$341K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-396- 6.69% |
$14.8K - $16.5K
|
5.53K
$313K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-401- 1.16% |
$14.9K - $16.7K
|
34.2K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-436- 1.7% |
$16.3K - $18.2K
|
25.3K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-454- 1.71% |
$16.9K - $18.9K
|
26.2K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-464- 5.82% |
$17.3K - $19.3K
|
7.51K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-500- 7.6% |
$18.6K - $20.8K
|
6.08K
$345K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-550- 22.82% |
$20.5K - $22.9K
|
1.86K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-569- 18.54% |
$21.2K - $23.7K
|
2.5K
$142K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-589- 1.3% |
$22K - $24.5K
|
44.7K
$2.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-638- 6.54% |
$23.8K - $26.6K
|
9.12K
$517K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-695- 2.27% |
$25.9K - $28.9K
|
30K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-706- 86.84% |
$26.3K - $29.4K
|
107
$6.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-833- 2.13% |
$31.1K - $34.7K
|
38.3K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-854- 8.01% |
$31.8K - $35.6K
|
9.81K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-888- 4.74% |
$33.1K - $37K
|
17.8K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.01K- 6.49% |
$37.6K - $42K
|
14.5K
$823K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 5.8% |
$38.3K - $42.8K
|
16.7K
$947K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 9.83% |
$43.7K - $48.9K
|
10.8K
$611K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.2K- 2.02% |
$44.6K - $49.9K
|
58.2K
$3.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.24K- 5.94% |
$46.2K - $51.6K
|
19.7K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.29K- 5.71% |
$48K - $53.6K
|
21.2K
$1.21M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 12.74% |
$48.4K - $54.1K
|
8.89K
$504K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.31K- 46.96% |
$48.9K - $54.7K
|
1.48K
$84.1K
|