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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.98K+ 8.28% |
$101K - $113K
|
25.9K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$204 - $229
|
6.57K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.32K+ 8.01% |
$118K - $133K
|
31.3K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
37+ 0.24% |
$1.88K - $2.12K
|
15.2K
$776K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.1K+ 3029.86% |
$563K - $633K
|
11.4K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-100- 1.03% |
$5.09K - $5.72K
|
9.59K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
61.2K+ 362.53% |
$3.12M - $3.5M
|
78.1K
$3.97M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.79KNew |
$397K - $446K
|
7.79K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-256- 3.29% |
$13K - $14.7K
|
7.53K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-519- 6.62% |
$26.4K - $29.7K
|
7.32K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.32K+ 68.03% |
$169K - $190K
|
8.21K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 8.48% |
$61K - $68.5K
|
15.3K
$779K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3.08K+ 3.07% |
$157K - $176K
|
103K
$5.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-24.1K- 52.41% |
$1.23M - $1.38M
|
21.9K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-24K- 10.73% |
$1.22M - $1.37M
|
200K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.7K+ 382.14% |
$3.5M - $3.93M
|
86.7K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.63K+ 2.43% |
$338K - $379K
|
279K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.93K- 4.33% |
$98.2K - $110K
|
42.5K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
14.7KNew |
$749K - $841K
|
14.7K
$748K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 6.37% |
$51.7K - $58.1K
|
16.9K
$862K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-159- 2.1% |
$8.1K - $9.1K
|
7.41K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 13.54% |
$85.2K - $95.7K
|
14K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31.1K+ 13.23% |
$1.58M - $1.78M
|
266K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.71% |
$560 - $630
|
1.56K
$79.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.75K- 62.29% |
$89.2K - $100K
|
1.06K
$53.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
511+ 3.2% |
$26K - $29.2K
|
16.5K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-279- 1.47% |
$14.2K - $16K
|
18.8K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.96K- 3.02% |
$151K - $169K
|
95.2K
$4.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.85% |
$306 - $343
|
709
$36.1K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.6K- 37.58% |
$797K - $895K
|
26K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-733- 1.77% |
$37.3K - $42K
|
40.7K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-436- 32.68% |
$22.2K - $25K
|
898
$45.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.43K- 5.91% |
$124K - $139K
|
38.7K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
288K+ 1554.48% |
$14.7M - $16.5M
|
306K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$50.9 - $57.2
|
5.01K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-604- 4.68% |
$30.8K - $34.6K
|
12.3K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 13.78% |
$1.09M - $1.23M
|
134K
$6.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-694- 2.38% |
$35.3K - $39.7K
|
28.4K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-611- 1.84% |
$31.1K - $35K
|
32.7K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
388+ 2.16% |
$19.8K - $22.2K
|
18.3K
$933K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65.6K+ 710.57% |
$3.34M - $3.76M
|
74.9K
$3.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.32% |
$50.9 - $57.2
|
316
$16.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 6.18% |
$53.6K - $60.3K
|
16K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-389- 1.8% |
$19.8K - $22.3K
|
21.2K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
56.5KNew |
$2.88M - $3.24M
|
56.5K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
128K+ 56.77% |
$6.5M - $7.31M
|
352K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81KNew |
$296K - $333K
|
5.81K
$296K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 9.52% |
$204 - $229
|
38
$1.93K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.33% |
$713 - $801
|
4.2K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.38KNew |
$223K - $251K
|
4.38K
$223K
|