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 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$713 - $835
|
19
$1.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.07% |
$263 - $308
|
10.6K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.87% |
$113 - $132
|
347
$19.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.05% |
$37.5 - $44
|
2.01K
$113K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$37.5 - $44
|
7.32K
$413K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1- 0.01% |
$37.5 - $44
|
7.85K
$443K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-27- 0.15% |
$1.01K - $1.19K
|
18K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-32- 0.21% |
$1.2K - $1.41K
|
15.3K
$864K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-46- 0.86% |
$1.73K - $2.02K
|
5.32K
$300K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-115- 1.3% |
$4.32K - $5.06K
|
8.72K
$492K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-153- 0.71% |
$5.74K - $6.73K
|
21.4K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 1.68% |
$6.16K - $7.21K
|
9.63K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-219- 0.87% |
$8.22K - $9.63K
|
24.8K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-324- 3.75% |
$12.2K - $14.2K
|
8.31K
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-362- 7.1% |
$13.6K - $15.9K
|
4.74K
$267K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-369- 4.37% |
$13.9K - $16.2K
|
8.08K
$456K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-407- 3.03% |
$15.3K - $17.9K
|
13K
$734K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-432- 2.65% |
$16.2K - $19K
|
15.9K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-450- 49.5% |
$16.9K - $19.8K
|
459
$25.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-480- 6.97% |
$18K - $21.1K
|
6.41K
$362K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-511- 3.42% |
$19.2K - $22.5K
|
14.4K
$814K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-558- 0.6% |
$20.9K - $24.5K
|
92.8K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-573- 4.31% |
$21.5K - $25.2K
|
12.7K
$718K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-766- 62.58% |
$28.8K - $33.7K
|
458
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-784- 11.1% |
$29.4K - $34.5K
|
6.28K
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-792- 2.89% |
$29.7K - $34.8K
|
26.6K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-792- 10.48% |
$29.7K - $34.8K
|
6.77K
$382K
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-929- 2.41% |
$34.9K - $40.8K
|
37.6K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-985- 9.91% |
$37K - $43.3K
|
8.95K
$505K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.12K- 3.01% |
$41.9K - $49.1K
|
35.9K
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.19K- 9.2% |
$44.5K - $52.1K
|
11.7K
$660K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 34.05% |
$45.5K - $53.2K
|
2.35K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.28K- 4.29% |
$47.9K - $56K
|
28.5K
$1.61M
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.29K- 2.74% |
$48.4K - $56.7K
|
45.8K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.49K- 2.81% |
$55.9K - $65.4K
|
51.4K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 10.01% |
$65.5K - $76.7K
|
15.7K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.1K- 6.14% |
$78.9K - $92.4K
|
32.1K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.19K- 5.16% |
$82.2K - $96.2K
|
40.2K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.44K- 22.68% |
$91.4K - $107K
|
8.3K
$468K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.45K- 9.66% |
$91.8K - $107K
|
22.9K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.6K- 46.18% |
$97.4K - $114K
|
3.02K
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.63K- 5.37% |
$98.8K - $116K
|
46.4K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72K- 16.38% |
$102K - $119K
|
13.9K
$782K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.98K- 18.88% |
$112K - $131K
|
12.8K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.02K- 21.5% |
$113K - $133K
|
11K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.43K- 16.3% |
$129K - $151K
|
17.6K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.44K- 26.31% |
$129K - $151K
|
9.62K
$543K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.46K- 2.15% |
$130K - $152K
|
158K
$8.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.06K- 7.47% |
$152K - $178K
|
50.3K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.66K- 61.91% |
$175K - $205K
|
2.87K
$162K
|