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 246 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
40,657
shares
|
$2.07 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
40,601
shares
|
$2.07 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
38,652
shares
|
$1.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
36,447
shares
|
$1.85 Million
0.62% of portfolio
|
Q1 2025
Added 27.85%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
34,282
shares
|
$1.74 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
32,766
shares
|
$1.67 Million
0.12% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
32,665
shares
|
$1.66 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
32,559
shares
|
$1.66 Million
1.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
31,312
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
31,237
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
28,407
shares
|
$1.45 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
27,093
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
26,985
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
26,842
shares
|
$1.37 Million
0.46% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
26,081
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,002
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 350.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
25,983
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 37.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,956
shares
|
$1.32 Million
0.67% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
25,919
shares
|
$1.32 Million
0.41% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
25,718
shares
|
$1.31 Million
1.2% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,159
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 30.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,139
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
25,057
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,492
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
22,689
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|