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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
24,378
shares
|
$1.45 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,093
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
22,623
shares
|
$1.35 Million
0.46% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,581
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22,305
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Added 42.96%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
22,188
shares
|
$1.32 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
21,266
shares
|
$1.27 Million
0.98% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
20,826
shares
|
$1.24 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,142
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,733
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
19,283
shares
|
$1.15 Million
0.8% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
19,211
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
19,155
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
18,694
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
18,146
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,990
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
17,585
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,696
shares
|
$995,916
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,890
shares
|
$947,838
0.0% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,805
shares
|
$942,768
0.05% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,727
shares
|
$938,115
0.01% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
14,735
shares
|
$878,942
0.01% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
14,475
shares
|
$863,433
0.3% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,155
shares
|
$844,345
0.0% of portfolio
|
Q2 2025
Reduced 86.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,039
shares
|
$837,426
0.01% of portfolio
|
Q2 2025
Added 0.15%
|