Institutional Ownership First Tr Exchange Traded Fd Fi (FXO)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXO). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
40,589
shares
|
$2.36 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
40,478
shares
|
$2.35 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
40,187
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2025
Added 375.42%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
40,141
shares
|
$2.33 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
39,383
shares
|
$2.29 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
38,792
shares
|
$2.25 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
37,860
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
33,733
shares
|
$1.96 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,344
shares
|
$1.94 Million
0.89% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
33,308
shares
|
$1.93 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
32,293
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
31,425
shares
|
$1.82 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
31,327
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
31,313
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
30,863
shares
|
$1.79 Million
1.29% of portfolio
|
Q3 2025
Added 60.05%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
30,415
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2025
Reduced 27.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
30,362
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
29,337
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
28,565
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
27,294
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
26,001
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,956
shares
|
$1.51 Million
0.67% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
25,718
shares
|
$1.49 Million
1.13% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
25,656
shares
|
$1.49 Million
0.45% of portfolio
|
Q3 2025
Added 83.89%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
25,167
shares
|
$1.46 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.67%
|
|