Institutional Ownership First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO). We have compiled data on the 233 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
112,271
shares
|
$6.23 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
111,137
shares
|
$6.17 Million
0.02% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
99,677
shares
|
$5.53 Million
0.85% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
98,157
shares
|
$5.45 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
90,826
shares
|
$5.04 Million
0.01% of portfolio
|
Q4 2024
Added 80.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
70,907
shares
|
$3.93 Million
0.12% of portfolio
|
Q4 2024
Added 174.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
67,967
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Added 51.89%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
67,426
shares
|
$3.74 Million
0.46% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
65,650
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
63,395
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
56,790
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,633
shares
|
$2.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
45,987
shares
|
$2.55 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,198
shares
|
$2.51 Million
0.4% of portfolio
|
Q1 2024
Added 251.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,859
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 34.35%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
44,835
shares
|
$2.49 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
43,841
shares
|
$2.43 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
41,624
shares
|
$2.31 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
41,390
shares
|
$2.3 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
41,107
shares
|
$2.28 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
40,855
shares
|
$2.27 Million
0.12% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
38,700
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
34,786
shares
|
$1.93 Million
1.06% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,276
shares
|
$1.85 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
32,520
shares
|
$1.8 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.1%
|