Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.51% |
$42.4 - $48.6
|
198
$11.1K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.33% |
$890 - $1.02K
|
6.33K
$355K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23- 0.74% |
$975 - $1.12K
|
3.1K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-42Closed |
$1.78K - $2.04K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-48Closed |
$2.03K - $2.33K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.36% |
$2.2K - $2.53K
|
14.5K
$815K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-60- 0.56% |
$2.54K - $2.92K
|
10.7K
$599K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-79- 1.56% |
$3.35K - $3.84K
|
4.97K
$279K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86Closed |
$3.64K - $4.18K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-104Closed |
$4.41K - $5.06K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-112Closed |
$4.75K - $5.44K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-144Closed |
$6.1K - $7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-144Closed |
$6.1K - $7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-222- 2.34% |
$9.41K - $10.8K
|
9.26K
$520K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-262- 6.59% |
$11.1K - $12.7K
|
3.71K
$208K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-282- 5.43% |
$12K - $13.7K
|
4.91K
$276K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-312- 1.46% |
$13.2K - $15.2K
|
21.1K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-350- 4.96% |
$14.8K - $17K
|
6.71K
$377K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-385Closed |
$16.3K - $18.7K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-390- 1.38% |
$16.5K - $19K
|
27.9K
$1.56M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400- 6.9% |
$17K - $19.4K
|
5.4K
$303K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-403Closed |
$17.1K - $19.6K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-443- 1.16% |
$18.8K - $21.5K
|
37.7K
$2.12M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-444- 8.36% |
$18.8K - $21.6K
|
4.87K
$273K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-595- 4.35% |
$25.2K - $28.9K
|
13.1K
$734K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-627- 4.29% |
$26.6K - $30.5K
|
14K
$785K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-827- 3.46% |
$35K - $40.2K
|
23.1K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-846- 1.83% |
$35.9K - $41.1K
|
45.3K
$2.54M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-935Closed |
$39.6K - $45.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1K- 3.8% |
$42.4K - $48.6K
|
25.3K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.01KClosed |
$42.6K - $48.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 7.97% |
$45K - $51.6K
|
12.3K
$689K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.11K- 19.44% |
$47.2K - $54.1K
|
4.61K
$259K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.13K- 2.14% |
$48.1K - $55.1K
|
52K
$2.92M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.17KClosed |
$49.4K - $56.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.17KClosed |
$49.7K - $57K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.18K- 2.43% |
$49.9K - $57.2K
|
47.2K
$2.65M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.27KClosed |
$53.7K - $61.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2K- 3.4% |
$84.6K - $97K
|
56.7K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.02K- 28.61% |
$85.6K - $98.2K
|
5.04K
$283K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.16K- 7.37% |
$91.5K - $105K
|
27.1K
$1.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.62K- 14.89% |
$111K - $128K
|
15K
$842K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.66K- 21.57% |
$113K - $129K
|
9.69K
$544K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.86K- 1.92% |
$121K - $139K
|
146K
$8.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-3.56K- 35.35% |
$151K - $173K
|
6.52K
$366K
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 15.72% |
$180K - $207K
|
22.8K
$1.28M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.3K- 28.04% |
$182K - $209K
|
11K
$620K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.6KClosed |
$195K - $223K
|
0
$0
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.67K- 23.62% |
$198K - $227K
|
15.1K
$849K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.88KClosed |
$207K - $237K
|
0
$0
|