Institutional Ownership First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,922,063
shares
|
$104 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,384,781
shares
|
$74.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,354,639
shares
|
$73.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
445,046
shares
|
$24 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
437,217
shares
|
$23.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,955
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
245,115
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
212,290
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
169,567
shares
|
$9.15 Million
0.01% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
165,266
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
153,305
shares
|
$8.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
143,702
shares
|
$7.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
129,946
shares
|
$7.02 Million
4.76% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
129,509
shares
|
$6.99 Million
1.39% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
121,867
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
120,132
shares
|
$6.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
114,064
shares
|
$6.16 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
106,645
shares
|
$5.76 Million
0.02% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
100,977
shares
|
$5.45 Million
1.44% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
99,962
shares
|
$5.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
98,062
shares
|
$5.29 Million
0.88% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
88,639
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
85,320
shares
|
$4.61 Million
0.04% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
67,967
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Added 51.89%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
59,065
shares
|
$3.19 Million
0.43% of portfolio
|
Q3 2024
Reduced 22.64%
|