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 193 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $529 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
8,276
shares
|
$419,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
8,144
shares
|
$412,656
0.21% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
8,093
shares
|
$410,072
0.04% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
8,041
shares
|
$407,437
0.04% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
7,912
shares
|
$400,901
0.08% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
7,366
shares
|
$373,235
0.02% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
7,237
shares
|
$366,698
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,160
shares
|
$362,797
0.25% of portfolio
|
Q1 2023
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,069
shares
|
$358,186
0.01% of portfolio
|
Q4 2023
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
7,019
shares
|
$355,652
0.02% of portfolio
|
Q2 2024
Added 3.94%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
6,922
shares
|
$350,737
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
6,890
shares
|
$349,116
0.0% of portfolio
|
Q2 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
6,889
shares
|
$349,065
0.01% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
6,633
shares
|
$336,094
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
6,552
shares
|
$331,989
0.16% of portfolio
|
Q2 2024
Added 0.09%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
6,471
shares
|
$327,885
0.07% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,431
shares
|
$325,858
0.01% of portfolio
|
Q2 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,202
shares
|
$314,255
0.07% of portfolio
|
Q1 2024
New holding
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
6,092
shares
|
$308,681
0.09% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
6,033
shares
|
$305,692
0.0% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
5,982
shares
|
$303,107
0.0% of portfolio
|
Q2 2024
Reduced 18.47%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
5,963
shares
|
$302,145
0.0% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
5,775
shares
|
$292,619
0.1% of portfolio
|
Q2 2024
Added 0.54%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
5,672
shares
|
$287,400
0.01% of portfolio
|
Q4 2022
Reduced 30.1%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
5,663
shares
|
$286,944
0.05% of portfolio
|
Q1 2024
Reduced 8.62%
|