Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93MNew |
$68.3M - $84.4M
|
1.93M
$104M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
80.1KNew |
$2.84M - $3.5M
|
80.1K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59.8K+ 109.57% |
$2.12M - $2.61M
|
114K
$6.17M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50K+ 2.56% |
$1.77M - $2.18M
|
2M
$108M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
38.5K+ 83.62% |
$1.36M - $1.68M
|
84.5K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32K+ 34.15% |
$1.13M - $1.4M
|
126K
$6.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.5K+ 331.4% |
$656K - $809K
|
24.1K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
14.5KNew |
$515K - $636K
|
14.5K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
14.4KNew |
$509K - $629K
|
14.4K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5KNew |
$444K - $548K
|
12.5K
$677K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5K+ 54.26% |
$408K - $504K
|
32.8K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5KNew |
$336K - $415K
|
9.5K
$513K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.98K+ 68.66% |
$283K - $349K
|
19.6K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.51K+ 7.36% |
$266K - $328K
|
110K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.4KNew |
$262K - $324K
|
7.4K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.27KNew |
$257K - $318K
|
7.27K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.07KNew |
$250K - $309K
|
7.07K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.64KNew |
$235K - $290K
|
6.64K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.55K+ 650.12% |
$197K - $243K
|
6.41K
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.2KNew |
$184K - $227K
|
5.2K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.18KNew |
$183K - $226K
|
5.18K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.07K+ 1.16% |
$179K - $221K
|
440K
$23.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.84KNew |
$171K - $212K
|
4.84K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.77KNew |
$169K - $208K
|
4.77K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.73KNew |
$167K - $207K
|
4.73K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
4.67KNew |
$165K - $204K
|
4.67K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.11K+ 4.86% |
$145K - $180K
|
88.6K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.59K+ 34.35% |
$127K - $157K
|
14K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$123K - $152K
|
3.48K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.34K+ 2.79% |
$118K - $146K
|
123K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.46K+ 798.7% |
$87.1K - $108K
|
2.77K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2K+ 12.96% |
$70.8K - $87.4K
|
17.4K
$941K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82KNew |
$64.5K - $79.6K
|
1.82K
$98.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.76KNew |
$62.4K - $77.1K
|
1.76K
$95.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 29.21% |
$59.1K - $73K
|
7.39K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.63KNew |
$57.9K - $71.4K
|
1.63K
$88.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.6KNew |
$56.7K - $70K
|
1.6K
$86.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.29KNew |
$45.8K - $56.6K
|
1.29K
$69.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.2K+ 6.74% |
$42.5K - $52.5K
|
19K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 21.63% |
$41.9K - $51.8K
|
6.66K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 87.09% |
$39.4K - $48.7K
|
2.39K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
918New |
$32.5K - $40.1K
|
918
$49.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
905+ 326.71% |
$32K - $39.6K
|
1.18K
$63.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
825+ 1.0% |
$29.2K - $36.1K
|
83.7K
$4.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
675+ 0.65% |
$23.9K - $29.5K
|
105K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
622+ 4.98% |
$22K - $27.2K
|
13.1K
$707K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
495+ 4.87% |
$17.5K - $21.6K
|
10.7K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
490+ 5.17% |
$17.4K - $21.4K
|
9.96K
$538K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
473+ 3.26% |
$16.7K - $20.7K
|
15K
$809K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
470+ 1.66% |
$16.6K - $20.5K
|
28.8K
$1.55M
|