Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
533K+ 13.01% |
$23.5M - $25.9M
|
4.63M
$250M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
432K+ 225.72% |
$19.1M - $21M
|
623K
$33.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326K+ 20.39% |
$14.4M - $15.8M
|
1.92M
$104M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
315KNew |
$13.9M - $15.3M
|
315K
$17M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
288KNew |
$12.7M - $14M
|
288K
$15.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
229K+ 22.44% |
$10.1M - $11.1M
|
1.25M
$67.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
210K+ 106.96% |
$9.26M - $10.2M
|
406K
$21.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
142KNew |
$6.26M - $6.89M
|
142K
$7.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
142K+ 59.79% |
$6.26M - $6.88M
|
378K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
93KNew |
$4.11M - $4.52M
|
93K
$5.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
86.3KNew |
$3.81M - $4.19M
|
86.3K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.6KNew |
$3.38M - $3.72M
|
76.6K
$4.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.7K+ 48.75% |
$3.26M - $3.58M
|
225K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
70.1K+ 874.03% |
$3.1M - $3.41M
|
78.1K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.8K+ 12.98% |
$2.86M - $3.15M
|
564K
$30.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
58.7KNew |
$2.59M - $2.85M
|
58.7K
$3.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57K+ 63.11% |
$2.52M - $2.77M
|
147K
$7.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
51K+ 30.02% |
$2.25M - $2.48M
|
221K
$11.9M
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
50KNew |
$2.21M - $2.43M
|
50K
$2.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
49.4KNew |
$2.18M - $2.4M
|
49.4K
$2.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
47.4KNew |
$2.09M - $2.3M
|
47.4K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.3K+ 21.5% |
$2M - $2.2M
|
256K
$13.8M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
43.4KNew |
$1.92M - $2.11M
|
43.4K
$2.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.4K+ 737.33% |
$1.74M - $1.92M
|
44.8K
$2.42M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.6KNew |
$1.57M - $1.73M
|
35.6K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.7K+ 10.66% |
$1.53M - $1.69M
|
360K
$19.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 492.41% |
$1.25M - $1.38M
|
34.2K
$1.85M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$1.25M - $1.38M
|
28.3K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28KNew |
$1.24M - $1.36M
|
28K
$1.51M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
27.4KNew |
$1.21M - $1.33M
|
27.4K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
27KNew |
$1.19M - $1.31M
|
27K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.4K+ 76.89% |
$1.17M - $1.28M
|
60.8K
$3.28M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
26.3KNew |
$1.16M - $1.28M
|
26.3K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.12M - $1.23M
|
25.3K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9KNew |
$1.1M - $1.21M
|
24.9K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.06M - $1.16M
|
23.9K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8KNew |
$964K - $1.06M
|
21.8K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
21.1KNew |
$931K - $1.02M
|
21.1K
$1.14M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
19.8KNew |
$874K - $961K
|
19.8K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 190.5% |
$848K - $934K
|
29.3K
$1.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 6.78% |
$821K - $903K
|
292K
$15.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 179.06% |
$779K - $857K
|
27.5K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
17.6KNew |
$778K - $856K
|
17.6K
$951K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
17.6K+ 4.12% |
$778K - $856K
|
445K
$24M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.2KNew |
$759K - $835K
|
17.2K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
17.2KNew |
$758K - $835K
|
17.2K
$927K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.2KNew |
$715K - $786K
|
16.2K
$874K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4K+ 629.12% |
$547K - $602K
|
14.3K
$775K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12K+ 51.69% |
$531K - $584K
|
35.3K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 8.46% |
$486K - $535K
|
141K
$7.62M
|