Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89.2K+ 21.68% |
$3.92M - $4.26M
|
501K
$27M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
46KNew |
$2.02M - $2.2M
|
46K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
45.6K+ 115.6% |
$2M - $2.17M
|
85K
$4.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.2K+ 339.55% |
$1.98M - $2.15M
|
58.5K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.5K+ 38.33% |
$1.82M - $1.98M
|
150K
$8.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.4K+ 25.62% |
$1.55M - $1.69M
|
173K
$9.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4KNew |
$1.47M - $1.59M
|
33.4K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 2.36% |
$1.4M - $1.52M
|
1.38M
$74.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8K+ 633.97% |
$1.35M - $1.47M
|
35.6K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.4K+ 39.86% |
$1.29M - $1.4M
|
103K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.4KNew |
$1.21M - $1.31M
|
27.4K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.3K+ 13.51% |
$1.11M - $1.21M
|
213K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
24.2K+ 29.72% |
$1.06M - $1.15M
|
106K
$5.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.2K+ 0.99% |
$843K - $915K
|
1.95M
$105M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.2K+ 0.99% |
$843K - $915K
|
1.95M
$105M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19K+ 685.26% |
$834K - $905K
|
21.7K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 66.33% |
$784K - $851K
|
44.7K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.1KNew |
$531K - $576K
|
12.1K
$653K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 35.35% |
$500K - $542K
|
43.5K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$489K - $530K
|
11.1K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 0.77% |
$441K - $478K
|
1.32M
$71.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.62KNew |
$423K - $459K
|
9.62K
$519K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.76KNew |
$385K - $418K
|
8.76K
$473K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.28KNew |
$364K - $395K
|
8.28K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.79K+ 473.62% |
$342K - $372K
|
9.44K
$509K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.92KNew |
$304K - $330K
|
6.92K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.7K+ 42.96% |
$295K - $320K
|
22.3K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.43KNew |
$283K - $307K
|
6.43K
$347K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.78K+ 111.68% |
$254K - $276K
|
11K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 3.32% |
$237K - $257K
|
168K
$9.04M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5K+ 9.35% |
$220K - $239K
|
58.5K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.67KNew |
$205K - $223K
|
4.67K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4K+ 36400.0% |
$176K - $191K
|
4.02K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.94K+ 3.08% |
$173K - $188K
|
132K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.94K+ 2.94% |
$173K - $188K
|
138K
$7.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.89K+ 24.79% |
$127K - $138K
|
14.5K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.25K+ 1.98% |
$98.7K - $107K
|
116K
$6.25M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.21K+ 1.65% |
$97K - $105K
|
136K
$7.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.2K+ 8.67% |
$96.7K - $105K
|
27.6K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 24.23% |
$90.1K - $97.7K
|
10.5K
$567K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 20.99% |
$89.1K - $96.7K
|
11.7K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.01KNew |
$88.5K - $96K
|
2.01K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.74K+ 22.11% |
$76.6K - $83.1K
|
9.63K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.7K+ 11.75% |
$74.8K - $81.2K
|
16.2K
$875K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.61K+ 3.64% |
$70.8K - $76.9K
|
45.8K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.41K+ 9.82% |
$62.1K - $67.4K
|
15.8K
$853K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 3.93% |
$44.2K - $47.9K
|
26.6K
$1.44M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
900New |
$39.6K - $42.9K
|
900
$48.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
567New |
$24.9K - $27K
|
567
$30.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
351+ 14.37% |
$15.4K - $16.7K
|
2.79K
$151K
|