Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$23.99 - $27.63 $631,488 - $727,304	-26,323 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$19.36 - $30.03 $62,610 - $97,117	3,234 Added 14.01%	26,323 $671,000
Q1 2020 Apr 29, 2020	BUY	$17.78 - $34.56 $10,099 - $19,630	568 Added 2.52%	23,089 $488,000
Q4 2019 Feb 27, 2020	BUY	$30.44 - $33.57 $662,557 - $730,684	21,766 Added 2882.91%	22,521 $755,000
Q4 2019 Jan 27, 2020	SELL	$30.44 - $33.57 $635,526 - $700,874	-20,878 Reduced 96.51%	755 $755,000
Q3 2019 Oct 28, 2019	BUY	$30.06 - $32.72 $21,192 - $23,067	705 Added 3.37%	21,633 $688,000
Q2 2019 Aug 02, 2019	BUY	$30.01 - $32.18 $35,141 - $37,682	1,171 Added 5.93%	20,928 $662,000
Q1 2019 May 15, 2019	BUY	$26.79 - $31.16 $91,059 - $105,912	3,399 Added 20.78%	19,757 $598,000
Q4 2018 Feb 08, 2019	BUY	$25.49 - $31.99 $8,590 - $10,780	337 Added 2.1%	16,358 $442,000
Q3 2018 Oct 29, 2018	BUY	$31.39 - $32.91 $18,802 - $19,713	599 Added 3.88%	16,021 $513,000
Q2 2018 Aug 10, 2018	BUY	$30.4 - $32.58 $6,900 - $7,395	227 Added 1.49%	15,422 $483,000
Q1 2018 May 15, 2018	BUY	$29.73 - $32.91 $86,157 - $95,373	2,898 Added 23.57%	15,195 $475,000
Q4 2017 Feb 12, 2018	BUY	$29.84 - $31.63 $366,942 - $388,954	12,297 New	12,297 $386,000
Q3 2017 Nov 14, 2017	SELL	$29.23 - $29.68 $237,932 - $241,595	-8,140 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	8,140	8,140 $232,000

Others Institutions Holding FXO

# of Institutions

246

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
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