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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.58KNew |
$435K - $506K
|
8.58K
$452K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.36K+ 14.16% |
$423K - $493K
|
67.4K
$3.55M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.14KNew |
$412K - $480K
|
8.14K
$428K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.12K+ 43.78% |
$411K - $479K
|
26.7K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8K+ 70.72% |
$405K - $472K
|
19.3K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.82K+ 86.37% |
$396K - $461K
|
16.9K
$888K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.71K+ 13.31% |
$390K - $455K
|
65.7K
$3.45M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.88K+ 31.82% |
$348K - $406K
|
28.5K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$314K - $365K
|
6.19K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.94K+ 1.36% |
$301K - $351K
|
443K
$23.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.72K+ 62.65% |
$290K - $338K
|
14.9K
$782K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48KNew |
$277K - $323K
|
5.48K
$288K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.48K+ 43.78% |
$277K - $323K
|
18K
$946K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.2K+ 100.0% |
$263K - $307K
|
10.4K
$547K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.08KNew |
$257K - $299K
|
5.08K
$267K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.5KNew |
$228K - $266K
|
4.5K
$237K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.34K+ 37.48% |
$220K - $256K
|
15.9K
$838K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.13KNew |
$209K - $244K
|
4.13K
$217K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.11KNew |
$208K - $242K
|
4.11K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$207K - $241K
|
4.08K
$215K
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.06K+ 3.33% |
$205K - $239K
|
126K
$6.62M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.05KNew |
$205K - $239K
|
4.05K
$213K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $231K
|
3.92K
$206K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.89KNew |
$197K - $229K
|
3.89K
$204K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.79KNew |
$192K - $223K
|
3.79K
$199K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 67.73% |
$191K - $223K
|
9.36K
$492K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.66K+ 27.46% |
$135K - $157K
|
12.3K
$650K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.44K+ 12.21% |
$123K - $144K
|
22.4K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.01KNew |
$102K - $119K
|
2.01K
$106K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 5531.25% |
$89.6K - $104K
|
1.8K
$94.8K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.72K+ 7.73% |
$86.9K - $101K
|
23.9K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.65% |
$81.8K - $95.3K
|
99.7K
$5.24M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 8.38% |
$74.8K - $87.1K
|
19.1K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.42K+ 5.87% |
$71.9K - $83.8K
|
25.6K
$1.35M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 5.28% |
$63.8K - $74.3K
|
25.1K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 1.08% |
$62.2K - $72.5K
|
115K
$6.07M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 16.03% |
$58.6K - $68.3K
|
8.38K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.15K+ 8.62% |
$58.2K - $67.9K
|
14.5K
$762K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$50.6K - $59K
|
1K
$52.6K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
957+ 39.29% |
$48.5K - $56.5K
|
3.39K
$179K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
923+ 11.88% |
$46.7K - $54.5K
|
8.69K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
891+ 3.32% |
$45.1K - $52.6K
|
27.7K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
826+ 3.97% |
$41.8K - $48.7K
|
21.6K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
515+ 2.96% |
$26.1K - $30.4K
|
17.9K
$944K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
492+ 6.96% |
$24.9K - $29K
|
7.56K
$398K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
410+ 3.61% |
$20.8K - $24.2K
|
11.8K
$619K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
391+ 22.63% |
$19.8K - $23.1K
|
2.12K
$111K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
388+ 570.59% |
$19.6K - $22.9K
|
456
$24K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
374+ 4.82% |
$18.9K - $22.1K
|
8.14K
$428K
|