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 247 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
134,057
shares
|
$7.78 Million
0.26% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
133,991
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
131,689
shares
|
$7.65 Million
1.27% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
131,624
shares
|
$7.64 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
127,103
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
119,085
shares
|
$6.92 Million
2.94% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
116,140
shares
|
$6.74 Million
4.67% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
113,905
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
105,030
shares
|
$6.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
104,500
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2025
Added 25.3%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
97,518
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
96,574
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
93,998
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
88,639
shares
|
$5.15 Million
1.34% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
75,956
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
70,020
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
66,617
shares
|
$3.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
65,915
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 23, 2026 Q4 2025 |
62,361
shares
|
$3.62 Million
0.53% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
57,170
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,071
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.01%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
45,198
shares
|
$2.62 Million
0.4% of portfolio
|
Q1 2024
Added 251.43%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
44,492
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
41,550
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.23%
|
|