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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-956- 16.56% |
$33.9K - $41.8K
|
4.82K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-993- 10.89% |
$35.2K - $43.4K
|
8.13K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1K- 15.75% |
$35.4K - $43.7K
|
5.35K
$281K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.05K- 13.48% |
$37.2K - $45.9K
|
6.75K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.07K- 3.9% |
$37.9K - $46.7K
|
26.4K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.17K- 5.37% |
$41.4K - $51.2K
|
20.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.25K- 2.24% |
$44.2K - $54.6K
|
54.4K
$2.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 17.1% |
$45.5K - $56.1K
|
6.22K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.65K- 39.38% |
$58.5K - $72.3K
|
2.55K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.66K- 13.79% |
$58.7K - $72.4K
|
10.4K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 15.21% |
$62K - $76.5K
|
9.76K
$513K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 4.1% |
$64.5K - $79.6K
|
42.6K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 18.5% |
$66.6K - $82.2K
|
8.28K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 79.12% |
$70K - $86.5K
|
522
$27.4K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.02K- 69.84% |
$71.4K - $88.1K
|
870
$45.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.23K- 46.83% |
$78.9K - $97.4K
|
2.53K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.49K- 23.14% |
$88.2K - $109K
|
8.27K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.61K- 29.71% |
$92.4K - $114K
|
6.17K
$324K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.7K- 21.4% |
$95.5K - $118K
|
9.9K
$520K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.78K- 9.29% |
$98.5K - $122K
|
27.2K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.79K- 13.15% |
$98.8K - $122K
|
18.4K
$969K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.95K- 26.28% |
$104K - $129K
|
8.27K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.63K- 3.33% |
$129K - $159K
|
106K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.69K- 8.26% |
$131K - $161K
|
41K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.7K- 29.39% |
$131K - $162K
|
8.89K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.05K- 4.89% |
$143K - $177K
|
78.9K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.19K- 13.35% |
$148K - $183K
|
27.2K
$1.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.61K- 15.08% |
$163K - $202K
|
26K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.32K- 32.39% |
$188K - $233K
|
11.1K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.36K- 15.67% |
$190K - $234K
|
28.8K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.67K- 4.58% |
$236K - $292K
|
139K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.05K- 17.95% |
$250K - $308K
|
32.2K
$1.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-10.6K- 18.26% |
$376K - $464K
|
47.5K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.6K- 49.42% |
$410K - $506K
|
11.9K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.7K- 59.66% |
$415K - $513K
|
7.93K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.5K- 49.48% |
$443K - $547K
|
12.8K
$671K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 14.75% |
$451K - $557K
|
73.6K
$3.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 4.3% |
$485K - $599K
|
305K
$16M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.9K- 13.24% |
$526K - $650K
|
97.3K
$5.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-15.2K- 38.81% |
$539K - $665K
|
24K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.5K- 13.26% |
$549K - $678K
|
101K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.2K- 43.43% |
$574K - $709K
|
21.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 13.79% |
$771K - $952K
|
136K
$7.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.1K- 16.58% |
$960K - $1.18M
|
136K
$7.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.6K- 59.75% |
$978K - $1.21M
|
18.6K
$977K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.4K- 30.46% |
$1.04M - $1.28M
|
67K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.4K- 17.18% |
$1.25M - $1.55M
|
171K
$8.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-53K- 53.53% |
$1.88M - $2.32M
|
46K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.1K- 23.66% |
$1.92M - $2.37M
|
175K
$9.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.8K- 18.05% |
$2.26M - $2.79M
|
290K
$15.2M
|