Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXO)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.71K+ 13.31% |
$390K - $455K
|
65.7K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-343- 7.58% |
$17.4K - $20.2K
|
4.19K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45K+ 174.07% |
$2.28M - $2.66M
|
70.9K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$405 - $472
|
1.42K
$80.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.72K+ 7.73% |
$86.9K - $101K
|
23.9K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.8K+ 30.55% |
$2.37M - $2.76M
|
200K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 16.26% |
$66.2K - $77.1K
|
6.73K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.11KNew |
$208K - $242K
|
4.11K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 2.11% |
$154K - $179K
|
141K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
923+ 11.88% |
$46.7K - $54.5K
|
8.69K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.09% |
$304 - $354
|
6.56K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
112KNew |
$5.68M - $6.62M
|
112K
$6.37M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
225KNew |
$11.4M - $13.3M
|
225K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-20- 0.27% |
$1.01K - $1.18K
|
7.34K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 16.89% |
$464K - $540K
|
63.4K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.84% |
$7.59K - $8.85K
|
2.04K
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
107+ 2.53% |
$5.42K - $6.31K
|
4.34K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 11.15% |
$41.4K - $48.3K
|
6.52K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
826+ 3.97% |
$41.8K - $48.7K
|
21.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
704KNew |
$35.7M - $41.6M
|
704K
$39.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 1.08% |
$62.2K - $72.5K
|
115K
$6.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-232- 13.01% |
$11.7K - $13.7K
|
1.55K
$88K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-25.7K- 50.0% |
$1.3M - $1.52M
|
25.7K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.58KNew |
$435K - $506K
|
8.58K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 28.2% |
$55.9K - $65.1K
|
2.81K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-460- 1.84% |
$23.3K - $27.1K
|
24.5K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.72K+ 62.65% |
$290K - $338K
|
14.9K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 17.0% |
$9.97K - $11.6K
|
1.36K
$76.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.82K+ 86.37% |
$396K - $461K
|
16.9K
$957K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-368- 2.36% |
$18.6K - $21.7K
|
15.2K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.14KNew |
$412K - $480K
|
8.14K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.24KNew |
$468K - $545K
|
9.24K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8K+ 70.72% |
$405K - $472K
|
19.3K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-34- 0.1% |
$1.72K - $2.01K
|
32.5K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 3.96% |
$95.9K - $112K
|
46K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.07K- 19.53% |
$358K - $417K
|
29.1K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-90- 1.14% |
$4.56K - $5.31K
|
7.78K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.36K+ 14.16% |
$423K - $493K
|
67.4K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 5.28% |
$63.8K - $74.3K
|
25.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
135K+ 152.24% |
$6.83M - $7.96M
|
224K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
150K+ 175.52% |
$7.58M - $8.84M
|
235K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$975K - $1.14M
|
19.3K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
41.4KNew |
$2.1M - $2.44M
|
41.4K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 16.03% |
$58.6K - $68.3K
|
8.38K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.12K+ 43.78% |
$411K - $479K
|
26.7K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $231K
|
3.92K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-368- 6.31% |
$18.6K - $21.7K
|
5.46K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-2.82K- 2.79% |
$143K - $166K
|
98.2K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.13% |
$5.97K - $6.96K
|
10.6K
$599K
|