Latest Institutional Purchases of First Tr Exchange Traded Fd Fi (FXO)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.2KNew |
$263K - $295K
|
6.2K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.5KNew |
$106K - $119K
|
2.5K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 2.27% |
$51.8K - $58K
|
55.1K
$3.27M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
474New |
$20.1K - $22.5K
|
474
$28.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
272New |
$11.5K - $12.9K
|
272
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.14% |
$509 - $570
|
8.29K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4New |
$170 - $190
|
4
$238
|
|
| Q4 2023 | |||||||
|
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
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.73KNew |
$167K - $207K
|
4.73K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82KNew |
$64.5K - $79.6K
|
1.82K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.6KNew |
$56.7K - $70K
|
1.6K
$95K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
116New |
$4.11K - $5.07K
|
116
$6.89K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94New |
$3.33K - $4.11K
|
94
$5.58K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$1.7K - $2.1K
|
48
$2.85K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.21% |
$602 - $743
|
8.05K
$478K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
96.6KNew |
$3.6M - $4.02M
|
96.6K
$5.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
28.6KNew |
$1.07M - $1.19M
|
28.6K
$1.7M
|
|
|
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
|
|
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
500New |
$18.6K - $20.8K
|
500
$29.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.12% |
$7.38K - $8.25K
|
9.52K
$565K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
43.7KNew |
$1.46M - $1.7M
|
43.7K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.84KNew |
$330K - $383K
|
9.84K
$584K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.9KNew |
$265K - $308K
|
7.9K
$469K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.89KNew |
$231K - $268K
|
6.89K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
6.07KNew |
$204K - $236K
|
6.07K
$361K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.8K - $42.7K
|
1.1K
$65.1K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
384KNew |
$13.5M - $17.8M
|
384K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.2K+ 73.49% |
$1.13M - $1.5M
|
76.1K
$4.52M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7KNew |
$905K - $1.2M
|
25.7K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.4K+ 269.06% |
$543K - $717K
|
21.2K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.63KNew |
$269K - $355K
|
7.63K
$453K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
7.16KNew |
$252K - $333K
|
7.16K
$425K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.39KNew |
$190K - $251K
|
5.39K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.39KNew |
$189K - $250K
|
5.39K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.29K+ 43.15% |
$80.7K - $107K
|
7.61K
$452K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
76New |
$2.67K - $3.53K
|
76
$4.51K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$2.08K - $2.74K
|
59
$3.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.44% |
$70.4 - $92.9
|
460
$27.3K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$35.2 - $46.5
|
1
$59.4
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
107K+ 9069.75% |
$4.02M - $4.7M
|
108K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50KNew |
$1.88M - $2.2M
|
50K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.5KNew |
$807K - $945K
|
21.5K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
20KNew |
$751K - $879K
|
20K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
13.5KNew |
$508K - $595K
|
13.5K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.8KNew |
$255K - $299K
|
6.8K
$404K
|
|