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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.38K+ 13.4% |
$63.3K - $71.5K
|
11.7K
$695K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24+ 1.42% |
$1.1K - $1.24K
|
1.71K
$102K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8K+ 633.97% |
$1.35M - $1.47M
|
35.6K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.67KNew |
$205K - $223K
|
4.67K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.7K+ 42.96% |
$295K - $320K
|
22.3K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
567New |
$24.9K - $27K
|
567
$33.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.33K- 21.94% |
$58.6K - $63.6K
|
4.75K
$282K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
181New |
$7.95K - $8.63K
|
181
$10.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32.3K+ 251.43% |
$1.37M - $1.54M
|
45.2K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.9K- 46.25% |
$2.24M - $2.51M
|
61.5K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 2.27% |
$51.8K - $58K
|
55.1K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.2KNew |
$263K - $295K
|
6.2K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-400- 6.78% |
$17K - $19K
|
5.5K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.73K- 78.24% |
$116K - $129K
|
758
$45K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
474New |
$20.1K - $22.5K
|
474
$28.2K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4New |
$170 - $190
|
4
$238
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 26.74% |
$567K - $634K
|
63.3K
$3.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$106K - $119K
|
2.5K
$148K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-259- 47.26% |
$11K - $12.3K
|
289
$17.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-64- 17.58% |
$2.72K - $3.04K
|
300
$17.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 42.86% |
$6.37K - $7.13K
|
200
$11.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.14% |
$509 - $570
|
8.29K
$493K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
272New |
$11.5K - $12.9K
|
272
$16.2K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$1.7K - $2.1K
|
48
$2.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
116New |
$4.11K - $5.07K
|
116
$6.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.6KNew |
$56.7K - $70K
|
1.6K
$95K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5KNew |
$336K - $415K
|
9.5K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.07KNew |
$250K - $309K
|
7.07K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-405- 6.71% |
$14.3K - $17.7K
|
5.63K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.73KNew |
$167K - $207K
|
4.73K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$3.33K - $4.11K
|
94
$5.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.21% |
$602 - $743
|
8.05K
$478K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1K- 15.75% |
$35.4K - $43.7K
|
5.35K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82KNew |
$64.5K - $79.6K
|
1.82K
$108K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-420- 6.99% |
$14.9K - $18.4K
|
5.59K
$332K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.61K- 15.08% |
$163K - $202K
|
26K
$1.54M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.11KNew |
$340K - $379K
|
9.11K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.89KNew |
$257K - $287K
|
6.89K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
96.6KNew |
$3.6M - $4.02M
|
96.6K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
500New |
$18.6K - $20.8K
|
500
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.91K- 29.58% |
$220K - $246K
|
14.1K
$836K
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-13.2K- 30.15% |
$491K - $548K
|
30.5K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28.6KNew |
$1.07M - $1.19M
|
28.6K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.34KNew |
$125K - $139K
|
3.34K
$198K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.17KNew |
$43.5K - $48.6K
|
1.17K
$69.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5.5K- 86.33% |
$205K - $229K
|
871
$51.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.12% |
$7.38K - $8.25K
|
9.52K
$565K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.9KNew |
$265K - $308K
|
7.9K
$469K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.8K - $42.7K
|
1.1K
$65.1K
|
|