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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-241- 1.78% |
$10.6K - $11.7K
|
13.3K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-242- 1.63% |
$10.7K - $11.8K
|
14.6K
$787K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-290- 5.43% |
$12.8K - $14.1K
|
5.05K
$273K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-301- 3.2% |
$13.3K - $14.6K
|
9.1K
$491K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-303- 4.36% |
$13.4K - $14.7K
|
6.65K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-400Closed |
$17.7K - $19.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-425- 5.68% |
$18.8K - $20.7K
|
7.06K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-425Closed |
$18.8K - $20.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-599- 7.54% |
$26.5K - $29.1K
|
7.35K
$397K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-685- 4.77% |
$30.3K - $33.3K
|
13.7K
$738K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-895- 12.39% |
$39.5K - $43.5K
|
6.33K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-909Closed |
$40.2K - $44.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-953- 1.93% |
$42.1K - $46.3K
|
48.4K
$2.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1KClosed |
$44.2K - $48.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 9.17% |
$44.3K - $48.8K
|
9.94K
$537K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16KClosed |
$51.4K - $56.6K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.21KClosed |
$53.4K - $58.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.38K- 2.11% |
$60.9K - $67K
|
63.8K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.43K- 3.01% |
$63.3K - $69.6K
|
46.1K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.6K- 2.85% |
$70.5K - $77.5K
|
54.3K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.73KClosed |
$76.3K - $84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.77K- 63.66% |
$78.1K - $86K
|
1.01K
$54.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.82KClosed |
$80.2K - $88.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.95K- 11.03% |
$130K - $143K
|
23.8K
$1.29M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-4.2KClosed |
$186K - $204K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.8K- 41.58% |
$256K - $282K
|
8.15K
$440K
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.97K- 12.56% |
$308K - $339K
|
48.5K
$2.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-7.06KClosed |
$312K - $343K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-10K- 8.61% |
$442K - $486K
|
106K
$5.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11K- 34.81% |
$486K - $535K
|
20.6K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.1K- 11.63% |
$491K - $541K
|
84.5K
$4.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.9K- 15.78% |
$659K - $725K
|
79.5K
$4.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.7KClosed |
$960K - $1.06M
|
0
$0
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23.4K- 45.51% |
$1.03M - $1.14M
|
28K
$1.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-26.3K- 40.8% |
$1.16M - $1.28M
|
38.2K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28K- 11.68% |
$1.24M - $1.36M
|
212K
$11.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-31.2K- 78.69% |
$1.38M - $1.51M
|
8.44K
$456K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-33.4KClosed |
$1.48M - $1.62M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-38K- 23.29% |
$1.68M - $1.85M
|
125K
$6.76M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47.7K- 87.32% |
$2.11M - $2.32M
|
6.93K
$374K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-63.4K- 21.34% |
$2.8M - $3.08M
|
234K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-69.9K- 7.15% |
$3.09M - $3.4M
|
908K
$49M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 8.71% |
$5.38M - $5.92M
|
1.28M
$68.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 6.71% |
$6.8M - $7.48M
|
2.14M
$115M
|