Purchases and Sales Made in Q4 2024 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 2024. 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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
492+ 6.96% |
$24.9K - $29K
|
7.56K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$18.5K - $21.5K
|
365
$20.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 4.76% |
$13.4K - $15.6K
|
5.83K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
248+ 22.84% |
$12.6K - $14.6K
|
1.33K
$75.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
224+ 0.78% |
$11.3K - $13.2K
|
29K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
199New |
$10.1K - $11.7K
|
199
$11.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 17.0% |
$9.97K - $11.6K
|
1.36K
$76.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 3.09% |
$7.59K - $8.85K
|
5.01K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
135+ 1.11% |
$6.84K - $7.97K
|
12.3K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.13% |
$5.97K - $6.96K
|
10.6K
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.14% |
$5.52K - $6.43K
|
9.69K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
107+ 2.53% |
$5.42K - $6.31K
|
4.34K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.53% |
$1.57K - $1.83K
|
5.84K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$456 - $531
|
6.49K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$405 - $472
|
1.42K
$80.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$354 - $413
|
27.3K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$304 - $354
|
20.1K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.09% |
$304 - $354
|
6.56K
$372K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.01% |
$101 - $118
|
21.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$57.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.81% |
$50.6 - $59
|
125
$7.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 8.7% |
$203 - $236
|
42
$2.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-20- 0.27% |
$1.01K - $1.18K
|
7.34K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-34- 0.1% |
$1.72K - $2.01K
|
32.5K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.76% |
$3.09K - $3.6K
|
7.96K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 1.46% |
$3.24K - $3.78K
|
4.32K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.56% |
$4.05K - $4.72K
|
14.1K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-90- 1.14% |
$4.56K - $5.31K
|
7.78K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.84% |
$7.59K - $8.85K
|
741
$42K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.84% |
$7.59K - $8.85K
|
2.04K
$116K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 0.86% |
$8.35K - $9.74K
|
19K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 0.65% |
$8.81K - $10.3K
|
26.6K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 3.47% |
$9.97K - $11.6K
|
5.48K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 18.18% |
$10.1K - $11.8K
|
900
$51K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-232- 13.01% |
$11.7K - $13.7K
|
1.55K
$88K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-245- 1.51% |
$12.4K - $14.5K
|
16K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-343- 7.58% |
$17.4K - $20.2K
|
4.19K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-368- 6.31% |
$18.6K - $21.7K
|
5.46K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-368- 2.36% |
$18.6K - $21.7K
|
15.2K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-460- 1.84% |
$23.3K - $27.1K
|
24.5K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 5.22% |
$31K - $36.2K
|
11.1K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-640- 13.26% |
$32.4K - $37.8K
|
4.19K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 11.15% |
$41.4K - $48.3K
|
6.52K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-919- 2.19% |
$46.5K - $54.2K
|
41.1K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-946- 7.28% |
$47.9K - $55.8K
|
12.1K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 28.2% |
$55.9K - $65.1K
|
2.81K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 19.61% |
$60.3K - $70.3K
|
4.88K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 16.26% |
$66.2K - $77.1K
|
6.73K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 3.96% |
$95.9K - $112K
|
46K
$2.61M
|