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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-521- 1.54% |
$22.1K - $24.8K
|
33.2K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-534- 8.62% |
$22.7K - $25.4K
|
5.66K
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-606- 23.81% |
$25.7K - $28.8K
|
1.94K
$109K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-639- 2.35% |
$27.1K - $30.4K
|
26.5K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-695- 79.89% |
$29.5K - $33K
|
175
$9.82K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-710- 3.44% |
$30.1K - $33.7K
|
19.9K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-730- 6.5% |
$31K - $34.7K
|
10.5K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-757- 24.67% |
$32.1K - $36K
|
2.31K
$130K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.05K- 23.47% |
$44.7K - $50.1K
|
3.44K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.07K- 8.38% |
$45.5K - $50.9K
|
11.7K
$656K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 4.06% |
$49.6K - $55.6K
|
27.6K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.24K- 7.78% |
$52.6K - $58.9K
|
14.7K
$824K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.3K- 5.4% |
$55K - $61.5K
|
22.7K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 17.05% |
$59.8K - $67K
|
6.86K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.64K- 8.92% |
$69.8K - $78.1K
|
16.8K
$942K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.76K- 10.11% |
$74.5K - $83.4K
|
15.6K
$875K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.84K- 1.5% |
$78.2K - $87.5K
|
121K
$6.8M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.42K- 5.67% |
$102K - $115K
|
40.2K
$2.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.46K- 8.51% |
$104K - $117K
|
26.4K
$1.48M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.71K- 93.93% |
$115K - $129K
|
175
$9.82K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.73K- 78.24% |
$116K - $129K
|
758
$42.5K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.77K- 26.03% |
$118K - $132K
|
7.88K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.54K- 13.46% |
$150K - $168K
|
22.7K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.61K- 6.63% |
$153K - $172K
|
50.8K
$2.85M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.81K- 10.79% |
$204K - $228K
|
39.8K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.14K- 13.0% |
$218K - $244K
|
34.4K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.19K- 6.58% |
$220K - $247K
|
73.7K
$4.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.3K- 32.15% |
$267K - $299K
|
13.3K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.01K- 59.09% |
$297K - $333K
|
4.85K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.43K- 39.02% |
$315K - $353K
|
11.6K
$651K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-8.06K- 9.1% |
$342K - $383K
|
80.5K
$4.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-8.1K- 17.03% |
$344K - $385K
|
39.4K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-10.6K- 10.12% |
$450K - $504K
|
94.2K
$5.28M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.1K- 39.88% |
$555K - $621K
|
19.7K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.7K- 45.6% |
$624K - $698K
|
17.5K
$983K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-18.1K- 67.75% |
$767K - $859K
|
8.61K
$483K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.2K- 0.98% |
$814K - $912K
|
1.93M
$108M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 27.25% |
$851K - $953K
|
53.5K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.7K- 50.44% |
$878K - $983K
|
20.3K
$1.14M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 11.9% |
$1.07M - $1.2M
|
187K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28K- 20.55% |
$1.19M - $1.33M
|
108K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.6K- 6.49% |
$1.21M - $1.36M
|
412K
$23.1M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-35.9K- 44.78% |
$1.52M - $1.7M
|
44.2K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.6K- 20.97% |
$1.55M - $1.74M
|
138K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-40.7K- 48.16% |
$1.73M - $1.93M
|
43.8K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-52.9K- 46.25% |
$2.24M - $2.51M
|
61.5K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-55.4K- 82.63% |
$2.35M - $2.63M
|
11.6K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-67.6K- 53.68% |
$2.87M - $3.21M
|
58.3K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.2K- 3.46% |
$2.94M - $3.29M
|
1.93M
$108M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.2K- 3.46% |
$2.94M - $3.29M
|
1.93M
$108M
|