Clarus Wealth Advisors First Tr Exchange Traded Fd Fi Transaction History

Clarus Wealth Advisors

$222 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	SELL	$17.78 - $34.56 $185,587 - $360,737	-10,438 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$30.44 - $33.57 $34,366 - $37,900	-1,129 Reduced 9.76%	10,438 $350,000
Q3 2019 Oct 11, 2019	BUY	$30.06 - $32.72 $24,679 - $26,863	821 Added 7.64%	11,567 $368,000
Q2 2019 Jul 24, 2019	BUY	$30.01 - $32.18 $259,466 - $278,228	8,646 Added 411.71%	10,746 $340,000
Q4 2018 Feb 05, 2019	BUY	$25.49 - $31.99 $43,333 - $54,383	1,700 Added 425.0%	2,100 $57,000
Q4 2018 Jan 08, 2019	BUY	$25.49 - $31.99 $10,196 - $12,796	400 New	400 $13,000
Q4 2018 Jan 07, 2019	SELL	$25.49 - $31.99 $10,196 - $12,796	-400 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	$30.4 - $32.58 $12,160 - $13,032	400 New	400 $12,000

Others Institutions Holding FXO

# of Institutions

244

Shares Held

31.3M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

13.6M
Shares

$789 Million
0.64% of portfolio
Morgan Stanley New York, NY

2.56M
Shares

$148 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.32M
Shares

$135 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.3M
Shares

$75.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.04M
Shares

$60.5 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

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