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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.2KClosed |
$218K - $239K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.62KClosed |
$68K - $74.2K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-47Closed |
$1.97K - $2.16K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.1KClosed |
$717K - $783K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-300Closed |
$12.6K - $13.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.9KClosed |
$370K - $468K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-200Closed |
$6.77K - $8.57K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
SELL
|
- |
-64Closed |
$2.17K - $2.74K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-754Closed |
$19.2K - $25.8K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-570Closed |
$14.5K - $19.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275Closed |
$7.01K - $9.43K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
1.18KNew |
$30.1K - $40.5K
|
1.18K
$62.3K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
53New |
$1.35K - $1.82K
|
53
$2.8K
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98KClosed |
$101K - $136K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29.2KClosed |
$701K - $807K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-535Closed |
$12.8K - $14.8K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-26.3KClosed |
$631K - $727K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-15.1KClosed |
$363K - $418K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.33KClosed |
$31.9K - $36.7K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-100Closed |
$2.4K - $2.76K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
312+ 8.03% |
$6.04K - $9.37K
|
4.2K
$222K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1KNew |
$19.4K - $30K
|
1K
$52.8K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6Closed |
$116 - $180
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19.1KClosed |
$371K - $575K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-20.7KClosed |
$402K - $623K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-146Closed |
$2.83K - $4.38K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-30.6KClosed |
$592K - $918K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-66Closed |
$1.28K - $1.98K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-23.9KClosed |
$463K - $718K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-443Closed |
$7.88K - $15.3K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-414KClosed |
$7.36M - $14.3M
|
0
$0
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.9KClosed |
$51.6K - $100K
|
0
$0
|
|
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-7.6KClosed |
$135K - $263K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-17.1KClosed |
$304K - $591K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.03KClosed |
$36K - $70K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.1KClosed |
$304K - $591K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-300Closed |
$5.33K - $10.4K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-306Closed |
$5.44K - $10.6K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.9KClosed |
$33.8K - $65.7K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-103KClosed |
$1.82M - $3.54M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-21.9KClosed |
$390K - $758K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-6.78KClosed |
$121K - $234K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-10.4KClosed |
$186K - $361K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-208KClosed |
$3.69M - $7.18M
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.34KClosed |
$23.7K - $46.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11KClosed |
$335K - $369K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.69KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.6KClosed |
$292K - $322K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.13KClosed |
$248K - $273K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-6.51KClosed |
$198K - $219K
|
0
$0
|
|