Smart Portfolios, LLC First Tr Exchange Traded Fd Fi Transaction History

Smart Portfolios, LLC

$83.2 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 05, 2018	SELL	$29.84 - $31.63 $2.44 Million - $2.59 Million	-81,782 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	$29.23 - $29.68 $2.39 Million - $2.43 Million	81,782	81,782 $2.43 Million

Others Institutions Holding FXO

# of Institutions

246

Shares Held

31.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

13.9M
Shares

$736 Million
0.68% of portfolio
Morgan Stanley New York, NY

2.69M
Shares

$143 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.19M
Shares

$116 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$77 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

979K
Shares

$51.9 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
Sector ETFs
Industry ETFs

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