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 |
---|---|---|---|---|---|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
1,409
shares
|
$71,394
0.03% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,210
shares
|
$61,310
0.0% of portfolio
|
Q1 2022
New holding
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
1,180
shares
|
$59,790
0.02% of portfolio
|
Q4 2020
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,166
shares
|
$59,081
0.0% of portfolio
|
Q2 2024
Reduced 14.26%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
1,100
shares
|
$55,737
0.0% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2024 Q2 2024 |
1,086
shares
|
$55,027
0.02% of portfolio
|
Q2 2024
Reduced 51.82%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,004
shares
|
$50,872
0.0% of portfolio
|
Q2 2024
Reduced 51.68%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
900
shares
|
$45,603
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
845
shares
|
$42,816
0.0% of portfolio
|
Q2 2024
Reduced 47.15%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
758
shares
|
$38,407
0.0% of portfolio
|
Q1 2024
Reduced 78.24%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
698
shares
|
$35,367
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
612
shares
|
$31,010
0.02% of portfolio
|
Q4 2022
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
567
shares
|
$28,729
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
521
shares
|
$26,399
0.01% of portfolio
|
Q1 2022
Added 3.37%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$25,335
0.01% of portfolio
|
Q3 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
480
shares
|
$24,321
0.0% of portfolio
|
Q2 2024
Added 174.29%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
474
shares
|
$24,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
400
shares
|
$20,268
0.0% of portfolio
|
Q1 2022
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
373
shares
|
$18,899
0.0% of portfolio
|
Q2 2024
Reduced 82.25%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
313
shares
|
$15,859
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
312
shares
|
$15,809
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
300
shares
|
$15,201
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
289
shares
|
$14,643
0.0% of portfolio
|
Q1 2024
Reduced 47.26%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
272
shares
|
$13,782
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
236
shares
|
$11,958
0.0% of portfolio
|
Q2 2024
Reduced 28.92%
|