Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
404+ 0.82% |
$14.3K - $17.7K
|
49.9K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
386+ 5.23% |
$13.7K - $16.9K
|
7.77K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
373+ 21.59% |
$13.2K - $16.3K
|
2.1K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
367+ 0.69% |
$13K - $16K
|
53.8K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
351+ 6.0% |
$12.4K - $15.3K
|
6.2K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
209+ 2.22% |
$7.4K - $9.14K
|
9.64K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
116New |
$4.11K - $5.07K
|
116
$6.09K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$3.33K - $4.11K
|
94
$4.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
94+ 0.39% |
$3.33K - $4.11K
|
24.1K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$2.41K - $2.97K
|
68
$3.57K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$1.7K - $2.1K
|
48
$2.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
47+ 0.5% |
$1.66K - $2.05K
|
9.53K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.21% |
$602 - $743
|
8.05K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11New |
$390 - $481
|
11
$578
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10+ 0.9% |
$354 - $437
|
1.12K
$59K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
7+ 0.07% |
$248 - $306
|
9.57K
$503K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7+ 0.11% |
$248 - $306
|
6.54K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.58% |
$142 - $175
|
696
$36.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$35.4 - $43.7
|
21.1K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 1.44% |
$177 - $219
|
343
$18K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-34- 2.29% |
$1.2K - $1.49K
|
1.45K
$76.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-87- 0.87% |
$3.08K - $3.8K
|
9.89K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-89- 4.99% |
$3.15K - $3.89K
|
1.7K
$89K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-92- 1.21% |
$3.26K - $4.02K
|
7.49K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-97- 27.32% |
$3.43K - $4.24K
|
258
$13.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-123- 0.46% |
$4.36K - $5.38K
|
26.7K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-148- 2.54% |
$5.24K - $6.47K
|
5.68K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-176- 1.98% |
$6.23K - $7.69K
|
8.71K
$458K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-246- 4.45% |
$8.71K - $10.8K
|
5.28K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-250- 4.07% |
$8.85K - $10.9K
|
5.9K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-261- 2.27% |
$9.24K - $11.4K
|
11.2K
$590K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-263- 2.22% |
$9.31K - $11.5K
|
11.6K
$609K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-293- 4.14% |
$10.4K - $12.8K
|
6.79K
$357K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-405- 6.71% |
$14.3K - $17.7K
|
5.63K
$296K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-420- 6.99% |
$14.9K - $18.4K
|
5.59K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-465- 59.31% |
$16.5K - $20.3K
|
319
$16.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-477- 1.82% |
$16.9K - $20.9K
|
25.7K
$1.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-587- 1.53% |
$20.8K - $25.7K
|
37.7K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-601- 7.78% |
$21.3K - $26.3K
|
7.12K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-616- 10.26% |
$21.8K - $26.9K
|
5.39K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-631- 2.34% |
$22.3K - $27.6K
|
26.3K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-682- 3.78% |
$24.1K - $29.8K
|
17.4K
$912K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-692- 29.81% |
$24.5K - $30.3K
|
1.63K
$85.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-770- 4.61% |
$27.3K - $33.7K
|
15.9K
$837K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-792- 2.08% |
$28K - $34.6K
|
37.3K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-795- 4.98% |
$28.2K - $34.8K
|
15.2K
$796K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-850- 2.46% |
$30.1K - $37.2K
|
33.7K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-855- 3.22% |
$30.3K - $37.4K
|
25.7K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-900- 10.32% |
$31.9K - $39.3K
|
7.82K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-942- 9.6% |
$33.4K - $41.2K
|
8.87K
$466K
|