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 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,093
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
22,689
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
22,623
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,305
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Added 42.96%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
21,946
shares
|
$1.24 Million
0.44% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
21,887
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.41%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
21,174
shares
|
$1.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,839
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
20,826
shares
|
$1.18 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,142
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
19,155
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
18,754
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
18,709
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
18,328
shares
|
$1.04 Million
0.82% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
18,146
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
18,034
shares
|
$1.02 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,794
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
17,705
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
17,698
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 67.67%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
17,318
shares
|
$979,852
0.01% of portfolio
|
Q1 2025
Added 100.65%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
16,943
shares
|
$958,634
0.01% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
16,519
shares
|
$934,645
0.53% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
16,462
shares
|
$931,419
0.04% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,352
shares
|
$925,196
0.0% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,987
shares
|
$904,544
0.03% of portfolio
|
Q1 2025
Reduced 6.18%
|