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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$194K - $219K
|
4.23K
$229K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 363.27% |
$62K - $70.1K
|
1.73K
$93.3K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
635+ 296.73% |
$29.1K - $32.8K
|
849
$45.8K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.05% |
$595 - $672
|
24.2K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-17.3K- 22.64% |
$791K - $894K
|
59.1K
$3.19M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.26K- 21.06% |
$57.5K - $65K
|
4.71K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-328- 3.02% |
$15K - $17K
|
10.5K
$568K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
511+ 1.27% |
$23.4K - $26.4K
|
40.9K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 128.1% |
$514K - $580K
|
20K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-57- 0.7% |
$2.61K - $2.95K
|
8.04K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$778K - $879K
|
17K
$918K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 18.2% |
$57.7K - $65.2K
|
8.18K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.53KNew |
$207K - $234K
|
4.53K
$244K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-159- 67.37% |
$7.28K - $8.22K
|
77
$4.16K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.86K- 17.66% |
$131K - $148K
|
13.3K
$720K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.12K+ 127.5% |
$234K - $265K
|
9.13K
$493K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-33- 0.75% |
$1.51K - $1.71K
|
4.38K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.15K- 21.8% |
$327K - $370K
|
25.6K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.3K+ 347.32% |
$1.02M - $1.16M
|
28.8K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.41K+ 501.04% |
$110K - $124K
|
2.89K
$156K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.73K- 26.02% |
$125K - $141K
|
7.77K
$420K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$183 - $207
|
6.56K
$354K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.5% |
$229 - $259
|
1.01K
$54.5K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.4K- 2.13% |
$1.35M - $1.52M
|
1.35M
$73.1M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.1KNew |
$188K - $212K
|
4.1K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.07KNew |
$186K - $210K
|
4.07K
$219K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-658- 7.9% |
$30.1K - $34K
|
7.67K
$414K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 0.43% |
$275 - $310
|
1.42K
$76.4K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.6K- 16.97% |
$165K - $186K
|
17.6K
$952K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-165- 1.67% |
$7.55K - $8.53K
|
9.7K
$523K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.7KNew |
$124K - $140K
|
2.7K
$146K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-77- 0.79% |
$3.53K - $3.98K
|
9.69K
$523K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28K- 1.05% |
$58.4K - $66K
|
120K
$6.49M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-512- 6.19% |
$23.4K - $26.5K
|
7.76K
$419K
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
12+ 0.26% |
$549 - $621
|
4.65K
$251K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
25.7K+ 100.0% |
$1.18M - $1.33M
|
51.4K
$2.78M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.28K- 22.6% |
$58.6K - $66.2K
|
4.38K
$237K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.12K- 22.05% |
$97.1K - $110K
|
7.5K
$405K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.67KNew |
$305K - $345K
|
6.67K
$360K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-722- 2.71% |
$33.1K - $37.3K
|
25.9K
$1.4M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$45.8 - $51.7
|
1.7K
$91.6K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.83K- 4.81% |
$83.7K - $94.5K
|
36.2K
$1.95M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 116.1% |
$511K - $578K
|
20.8K
$1.12M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 19.66% |
$88.2K - $99.6K
|
7.87K
$425K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46+ 5.44% |
$2.11K - $2.38K
|
891
$48.1K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.06% |
$458 - $517
|
16.2K
$874K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.04K+ 4.45% |
$93.5K - $106K
|
47.9K
$2.59M
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.74K- 11.78% |
$79.5K - $89.8K
|
13K
$702K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.1% |
$146K - $165K
|
100K
$5.4M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 0.89% |
$4.76K - $5.38K
|
11.7K
$634K
|