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 202 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
567
shares
|
$30,612
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
521
shares
|
$28,128
0.01% of portfolio
|
Q1 2022
Added 3.37%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
500
shares
|
$26,995
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
474
shares
|
$25,591
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
400
shares
|
$21,596
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
313
shares
|
$16,898
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
300
shares
|
$16,197
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
289
shares
|
$15,603
0.0% of portfolio
|
Q1 2024
Reduced 47.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
262
shares
|
$14,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
200
shares
|
$10,798
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$10,798
0.0% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
181
shares
|
$9,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
149
shares
|
$8,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
124
shares
|
$6,694
0.0% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$6,478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
116
shares
|
$6,262
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
98
shares
|
$5,291
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$4,157
0.0% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
76
shares
|
$4,103
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
68
shares
|
$3,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
53
shares
|
$2,861
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
46
shares
|
$2,483
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
35
shares
|
$1,889
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32
shares
|
$1,727
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
32
shares
|
$1,727
0.0% of portfolio
|
Q2 2020
New holding
|