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 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.61K- 15.08% |
$163K - $202K
|
26K
$1.38M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.11KNew |
$340K - $379K
|
9.11K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
500New |
$18.6K - $20.8K
|
500
$26.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
96.6KNew |
$3.6M - $4.02M
|
96.6K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.91K- 29.58% |
$220K - $246K
|
14.1K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.89KNew |
$257K - $287K
|
6.89K
$367K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28.6KNew |
$1.07M - $1.19M
|
28.6K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
5.87KNew |
$219K - $244K
|
5.87K
$313K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.34KNew |
$125K - $139K
|
3.34K
$178K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.17KNew |
$43.5K - $48.6K
|
1.17K
$62.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5.5K- 86.33% |
$205K - $229K
|
871
$46.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.12% |
$7.38K - $8.25K
|
9.52K
$507K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.9KNew |
$265K - $308K
|
7.9K
$421K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.8K - $42.7K
|
1.1K
$58.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.32K- 28.66% |
$77.7K - $90.1K
|
5.76K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.84KNew |
$330K - $383K
|
9.84K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-145- 1.31% |
$4.86K - $5.65K
|
10.9K
$581K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2K- 24.84% |
$67.1K - $77.9K
|
6.05K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
6.07KNew |
$204K - $236K
|
6.07K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.17K- 38.83% |
$174K - $201K
|
8.15K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-250Closed |
$8.39K - $9.74K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-240- 5.38% |
$8.05K - $9.35K
|
4.22K
$225K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.51K- 34.98% |
$118K - $137K
|
6.52K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.6K- 71.29% |
$525K - $609K
|
6.3K
$336K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
43.7KNew |
$1.46M - $1.7M
|
43.7K
$2.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.87K- 40.7% |
$62.7K - $72.8K
|
2.73K
$145K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.89KNew |
$231K - $268K
|
6.89K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.69K- 7.05% |
$124K - $144K
|
48.7K
$2.6M
|
|
| Q1 2023 | |||||||
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.14KNew |
$251K - $332K
|
7.14K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.4K+ 269.06% |
$543K - $717K
|
21.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.87% |
$739 - $976
|
2.39K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$521K - $688K
|
14.8K
$789K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.2 - $46.5
|
1
$53.3
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.2K+ 73.49% |
$1.13M - $1.5M
|
76.1K
$4.06M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$2.08K - $2.74K
|
59
$3.14K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.39KNew |
$189K - $250K
|
5.39K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.12K- 6.2% |
$110K - $145K
|
47.2K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.16K- 13.61% |
$75.9K - $100K
|
13.7K
$730K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
76New |
$2.67K - $3.53K
|
76
$4.05K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
384KNew |
$13.5M - $17.8M
|
384K
$20.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7KNew |
$905K - $1.2M
|
25.7K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-133- 0.29% |
$4.68K - $6.18K
|
45.5K
$2.43M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.63KNew |
$269K - $355K
|
7.63K
$407K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.01K- 12.81% |
$35.4K - $46.7K
|
6.85K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.39KNew |
$190K - $251K
|
5.39K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.44% |
$70.4 - $92.9
|
460
$24.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.29K+ 43.15% |
$80.7K - $107K
|
7.61K
$406K
|
|