Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.99KNew |
$187K - $219K
|
4.99K
$281K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$185K - $217K
|
4.94K
$278K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.68KNew |
$176K - $206K
|
4.68K
$264K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.07KNew |
$153K - $179K
|
4.07K
$229K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.56K+ 5.15% |
$134K - $157K
|
72.7K
$4.1M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
3.49K+ 65.03% |
$131K - $153K
|
8.85K
$499K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.01KNew |
$113K - $132K
|
3.01K
$170K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 12.39% |
$111K - $130K
|
26.8K
$1.51M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 2.83% |
$110K - $129K
|
106K
$6.01M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.91K+ 27.48% |
$109K - $128K
|
13.5K
$762K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.79K+ 17.83% |
$105K - $122K
|
18.4K
$1.04M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41KNew |
$90.4K - $106K
|
2.41K
$136K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.94K+ 10.08% |
$72.8K - $85.2K
|
21.2K
$1.19M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.82K+ 6.85% |
$68.3K - $80K
|
28.4K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69KNew |
$63.4K - $74.2K
|
1.69K
$95.3K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.65K+ 9.82% |
$61.8K - $72.4K
|
18.4K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 12.26% |
$61.5K - $72K
|
15K
$845K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 12.27% |
$60.7K - $71K
|
14.8K
$834K
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.27K+ 4.37% |
$47.5K - $55.7K
|
30.3K
$1.71M
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.14K+ 6.55% |
$42.8K - $50.2K
|
18.6K
$1.05M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08K+ 3.05% |
$40.6K - $47.5K
|
36.6K
$2.06M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 15.54% |
$38.3K - $44.9K
|
7.59K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
882+ 11.91% |
$33.1K - $38.8K
|
8.29K
$467K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
864+ 6.73% |
$32.4K - $38K
|
13.7K
$773K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
736+ 46.17% |
$27.6K - $32.4K
|
2.33K
$131K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
637+ 3.22% |
$23.9K - $28K
|
20.4K
$1.15M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
612New |
$23K - $26.9K
|
612
$34.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
508New |
$19.1K - $22.3K
|
508
$28.7K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
443+ 6.94% |
$16.6K - $19.5K
|
6.83K
$385K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
330+ 1.27% |
$12.4K - $14.5K
|
26.4K
$1.49M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
308New |
$11.6K - $13.5K
|
308
$17.4K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
308New |
$11.6K - $13.5K
|
308
$17.4K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
239+ 478.0% |
$8.97K - $10.5K
|
289
$16.3K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
210+ 0.46% |
$7.88K - $9.23K
|
45.6K
$2.57M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
204+ 2.11% |
$7.66K - $8.97K
|
9.89K
$558K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$7.51K - $8.79K
|
200
$11.3K
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
190+ 0.34% |
$7.13K - $8.35K
|
56.7K
$3.2M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
155+ 2.38% |
$5.82K - $6.81K
|
6.66K
$375K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98New |
$3.68K - $4.31K
|
98
$5.53K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
76New |
$2.85K - $3.34K
|
76
$4.29K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67New |
$2.52K - $2.95K
|
67
$3.78K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
59+ 0.28% |
$2.21K - $2.59K
|
20.8K
$1.17M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 0.84% |
$1.8K - $2.11K
|
5.76K
$325K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.44% |
$1.65K - $1.93K
|
10K
$564K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
43+ 0.05% |
$1.61K - $1.89K
|
91.1K
$5.14M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
41+ 0.37% |
$1.54K - $1.8K
|
11.3K
$635K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 0.43% |
$1.35K - $1.58K
|
8.41K
$474K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 0.53% |
$1.31K - $1.54K
|
6.62K
$373K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
21+ 0.06% |
$788 - $923
|
34.4K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.52% |
$788 - $923
|
4.05K
$228K
|