Purchases and Sales Made in Q1 2022 in First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
886K+ 23.61% |
$37.5M - $43M
|
4.64M
$250M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
477K+ 52.5% |
$20.2M - $23.2M
|
1.39M
$74.8M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
320K+ 25.05% |
$13.6M - $15.5M
|
1.6M
$86.2M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
304K+ 14.22% |
$12.9M - $14.8M
|
2.44M
$132M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
258K+ 4904.06% |
$10.9M - $12.6M
|
264K
$14.2M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
237K+ 12.33% |
$10.1M - $11.5M
|
2.16M
$117M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
155K+ 564.59% |
$6.57M - $7.54M
|
183K
$9.86M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
92.9K+ 331.4% |
$3.94M - $4.52M
|
121K
$6.53M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
92.9K+ 331.4% |
$3.94M - $4.52M
|
121K
$6.53M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76K+ 90.01% |
$3.22M - $3.7M
|
161K
$8.67M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65.8K+ 18.28% |
$2.79M - $3.2M
|
426K
$23M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
65.2K+ 141.57% |
$2.76M - $3.17M
|
111K
$6M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.3K+ 23.25% |
$2.22M - $2.54M
|
277K
$15M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.5K+ 23.4% |
$2.1M - $2.41M
|
261K
$14.1M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.9K+ 9.45% |
$1.99M - $2.28M
|
543K
$29.3M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45.6K+ 76.48% |
$1.93M - $2.21M
|
105K
$5.68M
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
44.1K+ 209.77% |
$1.87M - $2.14M
|
65.1K
$3.51M
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
40.2K+ 80.31% |
$1.7M - $1.95M
|
90.1K
$4.87M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
39.7K+ 112.07% |
$1.68M - $1.93M
|
75.1K
$4.05M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.1K+ 51.22% |
$1.32M - $1.51M
|
91.9K
$4.96M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2K+ 37.2% |
$857K - $983K
|
74.5K
$4.02M
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
20K+ 94.87% |
$848K - $972K
|
41.1K
$2.22M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
16.3K+ 34.28% |
$689K - $790K
|
63.7K
$3.44M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.1KNew |
$553K - $635K
|
13.1K
$705K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$542K - $622K
|
12.8K
$690K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$516K - $591K
|
12.2K
$657K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 18.96% |
$513K - $588K
|
75.9K
$4.1M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.8K+ 14.89% |
$502K - $576K
|
91.4K
$4.93M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.1K+ 124.98% |
$472K - $542K
|
20.1K
$1.08M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.9KNew |
$462K - $530K
|
10.9K
$589K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 0.17% |
$342K - $392K
|
4.64M
$250M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.86KNew |
$333K - $382K
|
7.86K
$425K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.83K+ 98.3% |
$332K - $381K
|
15.8K
$853K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.2K+ 20.42% |
$305K - $350K
|
42.5K
$2.29M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.02KNew |
$297K - $341K
|
7.02K
$379K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.35K+ 9.36% |
$269K - $309K
|
74.2K
$4.01M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 7.65% |
$257K - $295K
|
85.5K
$4.62M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.22K+ 64.04% |
$221K - $254K
|
13.4K
$722K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.98K+ 493.47% |
$211K - $242K
|
5.99K
$324K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.92K+ 45.29% |
$209K - $239K
|
15.8K
$853K
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.92KNew |
$208K - $239K
|
4.92K
$265K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.76KNew |
$202K - $232K
|
4.76K
$257K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.62K+ 32.21% |
$196K - $225K
|
19K
$1.02M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.56KNew |
$193K - $222K
|
4.56K
$246K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 4.47% |
$187K - $215K
|
103K
$5.57M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.4KNew |
$186K - $214K
|
4.4K
$238K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57KNew |
$151K - $174K
|
3.57K
$193K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24K+ 19.99% |
$137K - $157K
|
19.4K
$1.05M
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.1K+ 10.95% |
$131K - $151K
|
31.4K
$1.7M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.02K+ 59.19% |
$128K - $147K
|
8.12K
$439K
|