Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
774+ 9.51% |
$34.2K - $37.6K
|
8.92K
$500K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
774+ 1.3% |
$34.2K - $37.6K
|
60.3K
$3.38M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
756+ 167.26% |
$33.4K - $36.7K
|
1.21K
$67.8K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
543+ 1.96% |
$24K - $26.4K
|
28.3K
$1.58M
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
480+ 7.49% |
$21.2K - $23.3K
|
6.89K
$387K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
428+ 3.5% |
$18.9K - $20.8K
|
12.6K
$709K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
403+ 6.32% |
$17.8K - $19.6K
|
6.78K
$381K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
403New |
$17.8K - $19.6K
|
403
$22.6K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 0.58% |
$17.2K - $19K
|
67.9K
$3.81M
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
380+ 1.09% |
$16.8K - $18.5K
|
35.4K
$1.99M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
333+ 1.13% |
$14.7K - $16.2K
|
29.8K
$1.67M
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
300+ 5.45% |
$13.3K - $14.6K
|
5.8K
$325K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
280+ 3.02% |
$12.4K - $13.6K
|
9.56K
$536K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
274+ 0.28% |
$12.1K - $13.3K
|
98.8K
$5.54M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
215+ 7.35% |
$9.5K - $10.4K
|
3.14K
$176K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
203+ 1.93% |
$8.97K - $9.87K
|
10.7K
$602K
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
200New |
$8.83K - $9.72K
|
200
$11.2K
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 0.56% |
$7.51K - $8.26K
|
30.6K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
164+ 0.31% |
$7.24K - $7.97K
|
53.1K
$2.98M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
124+ 0.99% |
$5.48K - $6.03K
|
12.7K
$712K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
121+ 11.58% |
$5.34K - $5.88K
|
1.17K
$65.4K
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
120+ 0.98% |
$5.3K - $5.83K
|
12.3K
$693K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
113+ 0.43% |
$4.99K - $5.49K
|
26.6K
$1.49M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
104New |
$4.59K - $5.05K
|
104
$5.83K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
96+ 0.63% |
$4.24K - $4.67K
|
15.3K
$857K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 6.78% |
$3.53K - $3.89K
|
1.26K
$70.7K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66+ 0.27% |
$2.92K - $3.21K
|
24.8K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56+ 0.33% |
$2.47K - $2.72K
|
17.1K
$958K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
48New |
$2.12K - $2.33K
|
48
$2.69K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
42+ 0.29% |
$1.86K - $2.04K
|
14.6K
$819K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
33+ 0.65% |
$1.46K - $1.6K
|
5.14K
$288K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23+ 0.74% |
$1.02K - $1.12K
|
3.12K
$175K
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
11+ 1.19% |
$486 - $535
|
935
$52.5K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.06% |
$353 - $389
|
13K
$728K
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5+ 0.03% |
$221 - $243
|
17.9K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.02% |
$133 - $146
|
14.4K
$807K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.05% |
$88.3 - $97.2
|
3.97K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.6% |
$88.3 - $97.2
|
338
$19K
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.51% |
$44.2 - $48.6
|
197
$11.1K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-32Closed |
$1.41K - $1.56K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56- 28.0% |
$2.47K - $2.72K
|
144
$8.08K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-58- 0.25% |
$2.56K - $2.82K
|
22.7K
$1.27M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-76- 1.63% |
$3.36K - $3.69K
|
4.6K
$258K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-86- 37.39% |
$3.8K - $4.18K
|
144
$8.08K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-106- 2.0% |
$4.68K - $5.15K
|
5.2K
$291K
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-107- 0.69% |
$4.73K - $5.2K
|
15.4K
$863K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-124- 0.32% |
$5.48K - $6.03K
|
38.3K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-139Closed |
$6.14K - $6.76K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-220- 4.13% |
$9.72K - $10.7K
|
5.1K
$286K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-222- 3.77% |
$9.81K - $10.8K
|
5.66K
$318K
|