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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,182
shares
|
$453,937
0.03% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,138
shares
|
$451,496
0.01% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
8,137
shares
|
$451,440
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,962
shares
|
$441,731
0.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
7,839
shares
|
$434,907
0.1% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,782
shares
|
$431,745
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,671
shares
|
$425,587
0.02% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,564
shares
|
$419,650
0.02% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,344
shares
|
$407,445
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,200
shares
|
$399,456
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,160
shares
|
$397,236
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,069
shares
|
$392,188
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,890
shares
|
$382,257
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,729
shares
|
$373,324
0.04% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
6,562
shares
|
$364,059
0.17% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,517
shares
|
$361,563
0.0% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,487
shares
|
$359,898
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,202
shares
|
$344,086
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,194
shares
|
$343,643
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
5,835
shares
|
$323,725
0.11% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,831
shares
|
$323,503
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,772
shares
|
$320,230
0.01% of portfolio
|
Q3 2024
Reduced 54.0%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,500
shares
|
$305,140
0.05% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,475
shares
|
$303,753
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,464
shares
|
$303,142
0.01% of portfolio
|
Q4 2024
Reduced 6.31%
|