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 227 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $694 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
400
shares
|
$22,392
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
365
shares
|
$20,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
364
shares
|
$20,376
0.0% of portfolio
|
Q4 2024
Reduced 57.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
313
shares
|
$17,521
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
300
shares
|
$16,794
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
289
shares
|
$16,178
0.0% of portfolio
|
Q1 2024
Reduced 47.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
262
shares
|
$14,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$11,196
0.0% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
199
shares
|
$11,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
181
shares
|
$10,132
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
149
shares
|
$8,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
125
shares
|
$6,997
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$6,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
116
shares
|
$6,493
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
98
shares
|
$5,486
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
77
shares
|
$4,310
0.0% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
76
shares
|
$4,254
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
68
shares
|
$3,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
53
shares
|
$2,966
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$2,351
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$1,959
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32
shares
|
$1,791
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
32
shares
|
$1,791
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
25
shares
|
$1,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
19
shares
|
$1,063
0.0% of portfolio
|
Q4 2022
New holding
|