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 247 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
162,813
shares
|
$9.71 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
160,373
shares
|
$9.57 Million
0.25% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
136,627
shares
|
$8.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
130,255
shares
|
$7.77 Million
1.4% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
117,997
shares
|
$7.04 Million
4.81% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
117,062
shares
|
$6.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
116,260
shares
|
$6.93 Million
0.46% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
108,730
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2025
Added 117.46%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
103,405
shares
|
$6.17 Million
3.02% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
102,274
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
95,578
shares
|
$5.7 Million
1.41% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
94,188
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
91,489
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
89,664
shares
|
$5.35 Million
0.12% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
83,400
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
68,289
shares
|
$4.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
67,009
shares
|
$4 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
64,599
shares
|
$3.85 Million
0.02% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
64,208
shares
|
$3.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
61,539
shares
|
$3.67 Million
0.6% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
53,845
shares
|
$3.21 Million
0.12% of portfolio
|
Q2 2025
Added 98.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,250
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,198
shares
|
$2.7 Million
0.4% of portfolio
|
Q1 2024
Added 251.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
43,387
shares
|
$2.59 Million
0.12% of portfolio
|
Q2 2025
Added 66.86%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
41,954
shares
|
$2.5 Million
0.88% of portfolio
|
Q4 2024
New holding
|