Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
240+ 2.41% |
$10.2K - $11.4K
|
10.2K
$542K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
176+ 3.39% |
$7.47K - $8.36K
|
5.36K
$285K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120+ 1.44% |
$5.09K - $5.7K
|
8.45K
$449K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 1.09% |
$2.63K - $2.95K
|
5.74K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
44+ 0.18% |
$1.87K - $2.09K
|
24.2K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.2% |
$806 - $903
|
9.55K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.37% |
$764 - $855
|
4.86K
$258K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
16+ 14.95% |
$679 - $760
|
123
$6.53K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.74% |
$552 - $618
|
1.78K
$94.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.14% |
$509 - $570
|
8.29K
$441K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
10+ 0.13% |
$424 - $475
|
7.5K
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.05% |
$170 - $190
|
8.13K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4New |
$170 - $190
|
4
$212
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.05% |
$127 - $143
|
6.55K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.29% |
$84.9 - $95
|
698
$37.1K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2+ 0.02% |
$84.9 - $95
|
9.57K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.39% |
$42.4 - $47.5
|
259
$13.8K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 3.21% |
$467 - $523
|
332
$17.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-21- 0.29% |
$891 - $998
|
7.25K
$385K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.11% |
$1.02K - $1.14K
|
21.1K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 1.84% |
$1.27K - $1.43K
|
1.6K
$84.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-31- 1.36% |
$1.32K - $1.47K
|
2.25K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32- 0.33% |
$1.36K - $1.52K
|
9.61K
$510K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36- 0.53% |
$1.53K - $1.71K
|
6.75K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-46- 0.47% |
$1.95K - $2.19K
|
9.85K
$523K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-64- 17.58% |
$2.72K - $3.04K
|
300
$15.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 3.09% |
$3.14K - $3.52K
|
2.32K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-83- 5.08% |
$3.52K - $3.94K
|
1.55K
$82.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-84- 1.25% |
$3.56K - $3.99K
|
6.66K
$354K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-89- 6.14% |
$3.78K - $4.23K
|
1.36K
$72.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 0.6% |
$3.86K - $4.32K
|
15.1K
$800K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-92- 0.36% |
$3.9K - $4.37K
|
25.6K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-99- 1.49% |
$4.2K - $4.7K
|
6.56K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 9.09% |
$4.67K - $5.23K
|
1.1K
$58.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 42.86% |
$6.37K - $7.13K
|
200
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-188- 8.3% |
$7.98K - $8.93K
|
2.08K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-205- 64.26% |
$8.7K - $9.74K
|
114
$6.06K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-215- 11.56% |
$9.12K - $10.2K
|
1.65K
$87.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-243- 1.31% |
$10.3K - $11.5K
|
18.4K
$975K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-259- 47.26% |
$11K - $12.3K
|
289
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-280- 1.61% |
$11.9K - $13.3K
|
17.1K
$911K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-288- 1.09% |
$12.2K - $13.7K
|
26.1K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-306- 2.34% |
$13K - $14.5K
|
12.8K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-309- 3.17% |
$13.1K - $14.7K
|
9.45K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-375- 2.5% |
$15.9K - $17.8K
|
14.6K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-400- 6.78% |
$17K - $19K
|
5.5K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-414- 4.67% |
$17.6K - $19.7K
|
8.46K
$449K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-433- 5.57% |
$18.4K - $20.6K
|
7.34K
$390K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-468- 1.26% |
$19.9K - $22.2K
|
36.8K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-492- 1.51% |
$20.9K - $23.4K
|
32.2K
$1.71M
|