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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
41,674
shares
|
$2.49 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
41,167
shares
|
$2.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
40,773
shares
|
$2.43 Million
1.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
40,601
shares
|
$2.42 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
40,261
shares
|
$2.4 Million
0.73% of portfolio
|
Q2 2025
Added 83.45%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
40,088
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Added 114.27%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
37,991
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
35,317
shares
|
$2.11 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
33,816
shares
|
$2.02 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
33,214
shares
|
$1.98 Million
0.86% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
32,630
shares
|
$1.95 Million
1.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
32,371
shares
|
$1.93 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
31,312
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
30,308
shares
|
$1.81 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
29,013
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
28,745
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
28,324
shares
|
$1.69 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
26,001
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,956
shares
|
$1.55 Million
0.67% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
25,718
shares
|
$1.53 Million
1.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
25,337
shares
|
$1.51 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,139
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
25,012
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,814
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
24,602
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.67%
|