Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$2.11M - $2.46M
|
41.6K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.68M - $1.96M
|
33.3K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.3KNew |
$1.43M - $1.67M
|
28.3K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
24KNew |
$1.22M - $1.42M
|
24K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.09M - $1.27M
|
21.6K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.5KNew |
$937K - $1.09M
|
18.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
18.5KNew |
$935K - $1.09M
|
18.5K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17KNew |
$863K - $1.01M
|
17K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.2KNew |
$769K - $896K
|
15.2K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.4K+ 1489.22% |
$679K - $791K
|
14.3K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$654K - $762K
|
12.9K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 11.18% |
$566K - $659K
|
111K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$314K - $365K
|
6.19K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.34K+ 37.48% |
$220K - $256K
|
15.9K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$207K - $241K
|
4.08K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.79KNew |
$192K - $223K
|
3.79K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 67.73% |
$191K - $223K
|
9.36K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.65% |
$81.8K - $95.3K
|
99.7K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.42K+ 5.87% |
$71.9K - $83.8K
|
25.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$50.6K - $59K
|
1K
$56.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 4.76% |
$13.4K - $15.6K
|
5.83K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
248+ 22.84% |
$12.6K - $14.6K
|
1.33K
$75.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
199New |
$10.1K - $11.7K
|
199
$11.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 3.09% |
$7.59K - $8.85K
|
5.01K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$456 - $531
|
6.49K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$354 - $413
|
27.3K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$304 - $354
|
20.1K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.01% |
$101 - $118
|
21.5K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.81% |
$50.6 - $59
|
125
$7.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$57.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.76% |
$3.09K - $3.6K
|
7.96K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 1.46% |
$3.24K - $3.78K
|
4.32K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.84% |
$7.59K - $8.85K
|
741
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 0.86% |
$8.35K - $9.74K
|
19K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 18.18% |
$10.1K - $11.8K
|
900
$51.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-245- 1.51% |
$12.4K - $14.5K
|
16K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 5.22% |
$31K - $36.2K
|
11.1K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-640- 13.26% |
$32.4K - $37.8K
|
4.19K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-919- 2.19% |
$46.5K - $54.2K
|
41.1K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-946- 7.28% |
$47.9K - $55.8K
|
12.1K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 19.61% |
$60.3K - $70.3K
|
4.88K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$734K - $855K
|
14
$794
|