Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXO)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 5.28% |
$63.8K - $74.3K
|
25.1K
$1.43M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 16.03% |
$58.6K - $68.3K
|
8.38K
$477K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
135K+ 152.24% |
$6.83M - $7.96M
|
224K
$12.7M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
150K+ 175.52% |
$7.58M - $8.84M
|
235K
$13.4M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$975K - $1.14M
|
19.3K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
41.4KNew |
$2.1M - $2.44M
|
41.4K
$2.36M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.13% |
$5.97K - $6.96K
|
10.6K
$601K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-2.82K- 2.79% |
$143K - $166K
|
98.2K
$5.59M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-368- 6.31% |
$18.6K - $21.7K
|
5.46K
$311K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $231K
|
3.92K
$223K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 3.47% |
$9.97K - $11.6K
|
5.48K
$312K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 8.7% |
$203 - $236
|
42
$2.39K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$18.5K - $21.5K
|
365
$20.8K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 0.65% |
$8.81K - $10.3K
|
26.6K
$1.51M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
135+ 1.11% |
$6.84K - $7.97K
|
12.3K
$703K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.14% |
$5.52K - $6.43K
|
9.69K
$552K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.53% |
$1.57K - $1.83K
|
5.84K
$332K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
224+ 0.78% |
$11.3K - $13.2K
|
29K
$1.65M
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
515+ 2.96% |
$26.1K - $30.4K
|
17.9K
$1.02M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.5KNew |
$228K - $266K
|
4.5K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
492+ 6.96% |
$24.9K - $29K
|
7.56K
$431K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.56% |
$4.05K - $4.72K
|
14.1K
$803K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.34K+ 37.48% |
$220K - $256K
|
15.9K
$907K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 5.22% |
$31K - $36.2K
|
11.1K
$634K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.09M - $1.27M
|
21.6K
$1.23M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
24KNew |
$1.22M - $1.42M
|
24K
$1.37M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$50.6K - $59K
|
1K
$56.9K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.79KNew |
$192K - $223K
|
3.79K
$216K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.84% |
$7.59K - $8.85K
|
741
$42.2K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
199New |
$10.1K - $11.7K
|
199
$11.3K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 3.09% |
$7.59K - $8.85K
|
5.01K
$285K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17KNew |
$863K - $1.01M
|
17K
$970K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$734K - $855K
|
14
$797
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.5KNew |
$937K - $1.09M
|
18.5K
$1.05M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.68M - $1.96M
|
33.3K
$1.89M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 19.61% |
$60.3K - $70.3K
|
4.88K
$278K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$456 - $531
|
6.49K
$369K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$207K - $241K
|
4.08K
$232K
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$824K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 67.73% |
$191K - $223K
|
9.36K
$533K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.3KNew |
$1.43M - $1.67M
|
28.3K
$1.61M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$354 - $413
|
27.3K
$1.56M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 11.18% |
$566K - $659K
|
111K
$6.33M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 18.18% |
$10.1K - $11.8K
|
900
$51.2K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$654K - $762K
|
12.9K
$735K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$57.5K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.65% |
$81.8K - $95.3K
|
99.7K
$5.68M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 0.86% |
$8.35K - $9.74K
|
19K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.2KNew |
$769K - $896K
|
15.2K
$865K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 1.46% |
$3.24K - $3.78K
|
4.32K
$246K
|