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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$18.5K - $21.5K
|
365
$19.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 4.76% |
$13.4K - $15.6K
|
5.83K
$307K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
264New |
$13.4K - $15.6K
|
264
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
248+ 22.84% |
$12.6K - $14.6K
|
1.33K
$70.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
244New |
$12.4K - $14.4K
|
244
$12.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
224+ 0.78% |
$11.3K - $13.2K
|
29K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
199New |
$10.1K - $11.7K
|
199
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 17.0% |
$9.97K - $11.6K
|
1.36K
$71.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 3.09% |
$7.59K - $8.85K
|
5.01K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
135+ 1.11% |
$6.84K - $7.97K
|
12.3K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.13% |
$5.97K - $6.96K
|
10.6K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.14% |
$5.52K - $6.43K
|
9.69K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
107+ 2.53% |
$5.42K - $6.31K
|
4.34K
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$5.06K - $5.9K
|
100
$5.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.53% |
$1.57K - $1.83K
|
5.84K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29+ 24.17% |
$1.47K - $1.71K
|
149
$7.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.66% |
$1.37K - $1.59K
|
4.14K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$1.27K - $1.48K
|
25
$1.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
14+ 0.3% |
$709 - $826
|
4.66K
$245K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 0.28% |
$506 - $590
|
3.55K
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$456 - $531
|
6.49K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$405 - $472
|
1.42K
$74.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$354 - $413
|
27.3K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.09% |
$304 - $354
|
6.56K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$304 - $354
|
20.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.64% |
$101 - $118
|
315
$16.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.01% |
$101 - $118
|
21.5K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.76% |
$101 - $118
|
264
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$50.6 - $59
|
4.38K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.01% |
$50.6 - $59
|
8.63K
$454K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.81% |
$50.6 - $59
|
125
$6.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$53.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 8.7% |
$203 - $236
|
42
$2.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-20- 0.27% |
$1.01K - $1.18K
|
7.34K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-34- 0.1% |
$1.72K - $2.01K
|
32.5K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-37- 0.51% |
$1.87K - $2.18K
|
7.2K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.76% |
$3.09K - $3.6K
|
7.96K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 1.46% |
$3.24K - $3.78K
|
4.32K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-68- 0.86% |
$3.44K - $4.01K
|
7.84K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.56% |
$4.05K - $4.72K
|
14.1K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-90- 1.14% |
$4.56K - $5.31K
|
7.78K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.84% |
$7.59K - $8.85K
|
741
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.84% |
$7.59K - $8.85K
|
2.04K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-158Closed |
$8K - $9.32K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-165- 0.86% |
$8.35K - $9.74K
|
19K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 0.65% |
$8.81K - $10.3K
|
26.6K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176- 6.1% |
$8.91K - $10.4K
|
2.71K
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 3.47% |
$9.97K - $11.6K
|
5.48K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-200- 1.15% |
$10.1K - $11.8K
|
17.2K
$905K
|