Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
384KNew |
$13.5M - $17.8M
|
384K
$20.7M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
380K+ 202.43% |
$13.4M - $17.7M
|
568K
$30.7M
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
373KNew |
$13.1M - $17.3M
|
373K
$20.2M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
352KNew |
$12.4M - $16.3M
|
352K
$19M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
320KNew |
$11.3M - $14.9M
|
320K
$17.3M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
159K+ 77.89% |
$5.6M - $7.4M
|
364K
$19.6M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
133KNew |
$4.69M - $6.19M
|
133K
$7.2M
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
106KNew |
$3.74M - $4.94M
|
106K
$5.75M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
89.8KNew |
$3.16M - $4.17M
|
89.8K
$4.85M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.7K+ 14.67% |
$3.16M - $4.17M
|
701K
$37.9M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
75K+ 27.25% |
$2.64M - $3.49M
|
350K
$18.9M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
69K+ 243.07% |
$2.43M - $3.21M
|
97.4K
$5.26M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60.2K+ 101.05% |
$2.12M - $2.8M
|
120K
$6.46M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.7K+ 24.47% |
$2.1M - $2.77M
|
304K
$16.4M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.3K+ 166.37% |
$2.05M - $2.71M
|
93.3K
$5.04M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42K+ 238.5% |
$1.48M - $1.95M
|
59.7K
$3.22M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.8K+ 441.42% |
$1.26M - $1.66M
|
43.9K
$2.37M
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
33KNew |
$1.16M - $1.54M
|
33K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.2K+ 73.49% |
$1.13M - $1.5M
|
76.1K
$4.11M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
30.2K+ 82.5% |
$1.06M - $1.4M
|
66.7K
$3.6M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
26.9KNew |
$945K - $1.25M
|
26.9K
$1.45M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7KNew |
$905K - $1.2M
|
25.7K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 7.55% |
$864K - $1.14M
|
350K
$18.9M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
20.6K+ 142.48% |
$723K - $955K
|
35K
$1.89M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.2K+ 355.39% |
$709K - $937K
|
25.8K
$1.39M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
17.1KNew |
$601K - $793K
|
17.1K
$922K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 17.58% |
$595K - $785K
|
113K
$6.1M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.5K+ 260.53% |
$547K - $722K
|
21.5K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.4K+ 269.06% |
$543K - $717K
|
21.2K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 74.14% |
$533K - $704K
|
35.6K
$1.92M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15K+ 913.25% |
$529K - $698K
|
16.7K
$900K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.8K+ 9.41% |
$521K - $689K
|
172K
$9.31M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$521K - $688K
|
14.8K
$800K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$469K - $619K
|
13.3K
$719K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.6K+ 4075.65% |
$442K - $583K
|
12.9K
$694K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.6K+ 4075.65% |
$442K - $583K
|
12.9K
$694K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.3KNew |
$432K - $570K
|
12.3K
$663K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.6KNew |
$374K - $494K
|
10.6K
$574K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$363K - $479K
|
10.3K
$556K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 10.22% |
$357K - $472K
|
110K
$5.92M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.71K+ 36.23% |
$342K - $451K
|
36.5K
$1.97M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.35K+ 466.3% |
$329K - $435K
|
11.4K
$613K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.2K+ 39.34% |
$289K - $381K
|
29.1K
$1.57M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7.97KNew |
$280K - $370K
|
7.97K
$430K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.65K+ 56.65% |
$269K - $355K
|
21.2K
$1.14M
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.63KNew |
$269K - $355K
|
7.63K
$412K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
7.59K+ 10.45% |
$267K - $352K
|
80.2K
$4.33M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
7.16KNew |
$252K - $333K
|
7.16K
$387K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.14KNew |
$251K - $332K
|
7.14K
$385K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.36KNew |
$224K - $296K
|
6.36K
$343K
|