Balboa Wealth Partners First Tr Exchange Traded Fd Fi Transaction History

Balboa Wealth Partners

$476 Million
Q2 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Balboa Wealth Partners holds 4,058 shares of FXO stock, worth $239,381. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,058

Holding current value

$239,381

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$45.9 - $56.06 $186,262 - $227,491	4,058 New	4,058 $227,000

Others Institutions Holding FXO

# of Institutions

247

Shares Held

31.2M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

13.6M
Shares

$804 Million
0.64% of portfolio
Morgan Stanley New York, NY

2.56M
Shares

$151 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.32M
Shares

$137 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.3M
Shares

$76.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.04M
Shares

$61.6 Million
0.02% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

More about FXO

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Balboa Wealth Partners First Tr Exchange Traded Fd Fi Transaction History