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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.33K- 11.76% |
$49.6K - $55.4K
|
9.98K
$524K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.62% |
$49.7K - $55.5K
|
11.2K
$589K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.42K- 16.67% |
$52.8K - $59K
|
7.08K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 4.78% |
$57.2K - $63.9K
|
30.6K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.59K- 1.58% |
$59.2K - $66.1K
|
99.1K
$5.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.91K- 3.98% |
$71.4K - $79.7K
|
46.2K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.01K- 1.24% |
$75K - $83.8K
|
160K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 21.66% |
$79.6K - $88.9K
|
7.72K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.37K- 33.24% |
$88.3K - $98.7K
|
4.76K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.43K- 4.34% |
$90.5K - $101K
|
53.5K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.74K- 60.52% |
$102K - $114K
|
1.78K
$93.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.58K- 38.88% |
$133K - $149K
|
5.63K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.69K- 24.28% |
$138K - $154K
|
11.5K
$605K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.96K- 3.2% |
$148K - $165K
|
120K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.52K- 12.58% |
$168K - $188K
|
31.4K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.59K- 28.31% |
$171K - $191K
|
11.6K
$610K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5.5K- 86.33% |
$205K - $229K
|
871
$45.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.67K- 3.36% |
$212K - $236K
|
163K
$8.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.91K- 29.58% |
$220K - $246K
|
14.1K
$739K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-7.76K- 77.25% |
$289K - $323K
|
2.29K
$120K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.89K- 41.61% |
$332K - $370K
|
12.5K
$656K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 62.59% |
$396K - $443K
|
6.35K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.6K- 72.3% |
$544K - $607K
|
5.59K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.9K- 63.15% |
$667K - $745K
|
10.4K
$548K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 18.53% |
$732K - $818K
|
86.3K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.6K- 12.59% |
$807K - $901K
|
150K
$7.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-23.4K- 5.1% |
$871K - $974K
|
435K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27K- 96.05% |
$1.01M - $1.13M
|
1.11K
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.9K- 15.48% |
$1.08M - $1.2M
|
158K
$8.29M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30.2K- 70.54% |
$1.12M - $1.26M
|
12.6K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37.6K- 58.27% |
$1.4M - $1.57M
|
26.9K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.1K- 9.95% |
$1.46M - $1.63M
|
354K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.3K- 26.48% |
$1.47M - $1.64M
|
109K
$5.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.1K- 12.88% |
$1.76M - $1.96M
|
319K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-54.4K- 3.76% |
$2.03M - $2.27M
|
1.39M
$73.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-63.7K- 35.26% |
$2.38M - $2.65M
|
117K
$6.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-68.5K- 32.01% |
$2.55M - $2.85M
|
146K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82K- 4.72% |
$3.06M - $3.42M
|
1.66M
$87.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-119K- 99.74% |
$4.45M - $4.97M
|
308
$16.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 8.29% |
$7.16M - $8M
|
2.12M
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-301K- 56.78% |
$11.2M - $12.5M
|
229K
$12M
|