Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.8K+ 5.07% |
$3.06M - $3.46M
|
1.38M
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.7KNew |
$1.77M - $2M
|
38.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
34.8KNew |
$1.59M - $1.8M
|
34.8K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
29.5KNew |
$1.35M - $1.53M
|
29.5K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
25.7K+ 100.0% |
$1.18M - $1.33M
|
51.4K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.2K+ 51.89% |
$1.06M - $1.2M
|
68K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.3K+ 347.32% |
$1.02M - $1.16M
|
28.8K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.2KNew |
$1.02M - $1.15M
|
22.2K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.6KNew |
$990K - $1.12M
|
21.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.9K+ 675.55% |
$864K - $976K
|
21.7K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6K+ 173.02% |
$807K - $912K
|
27.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$778K - $879K
|
17K
$959K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
13K+ 15.3% |
$596K - $673K
|
98.1K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.6KNew |
$530K - $599K
|
11.6K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5K+ 34.35% |
$525K - $593K
|
44.9K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2K+ 128.1% |
$514K - $580K
|
20K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 116.1% |
$511K - $578K
|
20.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.67KNew |
$305K - $345K
|
6.67K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.03K+ 3.69% |
$276K - $312K
|
170K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.12K+ 127.5% |
$234K - $265K
|
9.13K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.91K+ 39.22% |
$225K - $254K
|
17.4K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.53KNew |
$207K - $234K
|
4.53K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$194K - $219K
|
4.23K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$188K - $213K
|
4.11K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.1KNew |
$188K - $212K
|
4.1K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.07KNew |
$186K - $210K
|
4.07K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.06KNew |
$186K - $210K
|
4.06K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.6K+ 3.49% |
$165K - $186K
|
107K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.05K+ 32.23% |
$140K - $158K
|
12.5K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.7KNew |
$124K - $140K
|
2.7K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.41K+ 501.04% |
$110K - $124K
|
2.89K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 2.52% |
$96.1K - $109K
|
85.3K
$4.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.04K+ 4.45% |
$93.5K - $106K
|
47.9K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.99K+ 18.16% |
$91K - $103K
|
12.9K
$730K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.63K+ 10.32% |
$74.6K - $84.3K
|
17.4K
$983K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.38K+ 13.4% |
$63.3K - $71.5K
|
11.7K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.36K+ 363.27% |
$62K - $70.1K
|
1.73K
$97.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 18.2% |
$57.7K - $65.2K
|
8.18K
$461K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 5.72% |
$45.9K - $51.9K
|
18.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
635+ 296.73% |
$29.1K - $32.8K
|
849
$47.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
590+ 8.89% |
$27K - $30.5K
|
7.22K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
564+ 2.05% |
$25.8K - $29.2K
|
28.1K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
542+ 0.96% |
$24.8K - $28K
|
57.3K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
511+ 1.27% |
$23.4K - $26.4K
|
40.9K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
262New |
$12K - $13.6K
|
262
$14.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
237+ 2.32% |
$10.8K - $12.3K
|
10.4K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
149New |
$6.82K - $7.71K
|
149
$8.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120New |
$5.49K - $6.21K
|
120
$6.77K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 0.89% |
$4.76K - $5.38K
|
11.7K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 1.17% |
$4.58K - $5.17K
|
8.67K
$489K
|