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 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50KNew |
$1.88M - $2.2M
|
50K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4.92K- 50.0% |
$185K - $216K
|
4.92K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
107K+ 9069.75% |
$4.02M - $4.7M
|
108K
$6.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.5KNew |
$807K - $945K
|
21.5K
$1.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.94KNew |
$185K - $217K
|
4.94K
$287K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
36+ 0.43% |
$1.35K - $1.58K
|
8.41K
$488K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-324- 3.75% |
$12.2K - $14.2K
|
8.31K
$482K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
20KNew |
$751K - $879K
|
20K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
13.5KNew |
$508K - $595K
|
13.5K
$786K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98New |
$3.68K - $4.31K
|
98
$5.69K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.99KNew |
$187K - $219K
|
4.99K
$290K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
508New |
$19.1K - $22.3K
|
508
$29.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$713 - $835
|
19
$1.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-116- 8.68% |
$4.27K - $5.16K
|
1.22K
$70.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.5% |
$36.8 - $44.5
|
200
$11.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
435New |
$16K - $19.3K
|
435
$25.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
55New |
$2.02K - $2.45K
|
55
$3.19K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 2.35% |
$7.91K - $9.56K
|
8.92K
$518K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-544- 14.66% |
$20.4K - $25K
|
3.17K
$184K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.76KClosed |
$179K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
32New |
$1.2K - $1.47K
|
32
$1.86K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-91.4KClosed |
$3.43M - $4.2M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.33KClosed |
$237K - $291K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-117Closed |
$4.39K - $5.38K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-5.09KClosed |
$191K - $234K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-840Closed |
$31.5K - $38.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20.5KNew |
$768K - $941K
|
20.5K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-10.9KClosed |
$409K - $501K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.68KNew |
$213K - $261K
|
5.68K
$330K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
289New |
$10.8K - $13.3K
|
289
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-70.1KClosed |
$2.63M - $3.22M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-213KClosed |
$7.98M - $9.78M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.91KClosed |
$184K - $226K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-90.1KClosed |
$3.38M - $4.15M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.61KClosed |
$173K - $212K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.34KClosed |
$238K - $292K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-6.71KClosed |
$252K - $308K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.92KClosed |
$184K - $226K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
165New |
$6.19K - $7.59K
|
165
$9.58K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-9.16KClosed |
$344K - $421K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-4.87KClosed |
$183K - $224K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
251New |
$9.42K - $11.5K
|
251
$14.6K
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.27KClosed |
$53.7K - $61.5K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86Closed |
$3.64K - $4.18K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
12New |
$509 - $583
|
12
$697
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-5.41KClosed |
$229K - $263K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.21KNew |
$51.3K - $58.8K
|
1.21K
$70.3K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-17.2KClosed |
$728K - $835K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-35.6KClosed |
$1.51M - $1.73M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-142KClosed |
$6.01M - $6.89M
|
0
$0
|
|