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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
305+ 174.29% |
$13.4K - $14.5K
|
480
$25.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
301+ 1.48% |
$13.2K - $14.4K
|
20.6K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
266+ 3.94% |
$11.7K - $12.7K
|
7.02K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
188+ 0.71% |
$8.26K - $8.97K
|
26.7K
$1.44M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
181New |
$7.95K - $8.63K
|
181
$9.77K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
129+ 0.32% |
$5.67K - $6.15K
|
40.3K
$2.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
123+ 0.84% |
$5.41K - $5.87K
|
14.7K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
115+ 1.61% |
$5.05K - $5.48K
|
7.24K
$391K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 87.72% |
$4.4K - $4.77K
|
214
$11.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 5.76% |
$4.04K - $4.39K
|
1.69K
$91.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
55+ 1.04% |
$2.42K - $2.62K
|
5.34K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
37+ 0.86% |
$1.63K - $1.76K
|
4.35K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.54% |
$1.36K - $1.48K
|
5.78K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
15+ 0.15% |
$659 - $715
|
9.86K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
13+ 0.28% |
$571 - $620
|
4.64K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 0.39% |
$308 - $334
|
1.78K
$96.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.09% |
$264 - $286
|
6.55K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.02% |
$220 - $238
|
24.2K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.32% |
$44 - $47.7
|
313
$16.9K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$44 - $47.7
|
10.2K
$551K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.32% |
$44 - $47.7
|
312
$16.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.81% |
$44 - $47.7
|
124
$6.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 0.39% |
$1.14K - $1.24K
|
6.63K
$358K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-27- 0.13% |
$1.19K - $1.29K
|
21.1K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 1.43% |
$1.45K - $1.57K
|
2.28K
$123K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 0.89% |
$2.2K - $2.38K
|
5.58K
$301K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 0.4% |
$2.24K - $2.43K
|
12.5K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-89- 1.09% |
$3.91K - $4.24K
|
8.04K
$434K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-96- 28.92% |
$4.22K - $4.58K
|
236
$12.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 0.66% |
$4.4K - $4.77K
|
15K
$808K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-101- 0.2% |
$4.44K - $4.82K
|
50.7K
$2.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 4.88% |
$4.97K - $5.39K
|
2.2K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-132- 0.48% |
$5.8K - $6.3K
|
27.5K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-135- 1.8% |
$5.93K - $6.44K
|
7.37K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-142- 9.16% |
$6.24K - $6.77K
|
1.41K
$76.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-144- 1.5% |
$6.33K - $6.87K
|
9.46K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-157- 8.1% |
$6.9K - $7.49K
|
1.78K
$96.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-160- 0.25% |
$7.03K - $7.63K
|
64.7K
$3.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 0.48% |
$7.03K - $7.63K
|
33K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-180- 2.18% |
$7.91K - $8.58K
|
8.09K
$437K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-191- 2.87% |
$8.39K - $9.11K
|
6.47K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-194- 14.26% |
$8.53K - $9.25K
|
1.17K
$63K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 1.86% |
$8.57K - $9.3K
|
10.3K
$557K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-206- 3.98% |
$9.05K - $9.82K
|
4.97K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-259Closed |
$11.4K - $12.4K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-260- 2.92% |
$11.4K - $12.4K
|
8.63K
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-293- 2.29% |
$12.9K - $14K
|
12.5K
$675K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-295- 1.5% |
$13K - $14.1K
|
19.4K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-361- 4.98% |
$15.9K - $17.2K
|
6.89K
$372K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-363- 0.85% |
$16K - $17.3K
|
42.1K
$2.27M
|