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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
704KNew |
$35.7M - $41.6M
|
704K
$39.9M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
225KNew |
$11.4M - $13.3M
|
225K
$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
|
Truist Financial Corp
|
BUY
|
- |
135K+ 152.24% |
$6.83M - $7.96M
|
224K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
112KNew |
$5.68M - $6.62M
|
112K
$6.37M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$2.11M - $2.46M
|
41.6K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
41.4KNew |
$2.1M - $2.44M
|
41.4K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.68M - $1.96M
|
33.3K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
28.3KNew |
$1.43M - $1.67M
|
28.3K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
24KNew |
$1.22M - $1.42M
|
24K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.09M - $1.27M
|
21.6K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$975K - $1.14M
|
19.3K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.5KNew |
$937K - $1.09M
|
18.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
18.5KNew |
$935K - $1.09M
|
18.5K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17KNew |
$863K - $1.01M
|
17K
$966K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
15.2KNew |
$769K - $896K
|
15.2K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.4K+ 1489.22% |
$679K - $791K
|
14.3K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$654K - $762K
|
12.9K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 11.18% |
$566K - $659K
|
111K
$6.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.24KNew |
$468K - $545K
|
9.24K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 16.89% |
$464K - $540K
|
63.4K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.58KNew |
$435K - $506K
|
8.58K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.36K+ 14.16% |
$423K - $493K
|
67.4K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.14KNew |
$412K - $480K
|
8.14K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.12K+ 43.78% |
$411K - $479K
|
26.7K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8K+ 70.72% |
$405K - $472K
|
19.3K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.82K+ 86.37% |
$396K - $461K
|
16.9K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$314K - $365K
|
6.19K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.72K+ 62.65% |
$290K - $338K
|
14.9K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.5KNew |
$228K - $266K
|
4.5K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.34K+ 37.48% |
$220K - $256K
|
15.9K
$903K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.11KNew |
$208K - $242K
|
4.11K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$207K - $241K
|
4.08K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $231K
|
3.92K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.79KNew |
$192K - $223K
|
3.79K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 67.73% |
$191K - $223K
|
9.36K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.62K+ 1.65% |
$81.8K - $95.3K
|
99.7K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.42K+ 5.87% |
$71.9K - $83.8K
|
25.6K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.26K+ 5.28% |
$63.8K - $74.3K
|
25.1K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 1.08% |
$62.2K - $72.5K
|
115K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.16K+ 16.03% |
$58.6K - $68.3K
|
8.38K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1KNew |
$50.6K - $59K
|
1K
$56.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
923+ 11.88% |
$46.7K - $54.5K
|
8.69K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
826+ 3.97% |
$41.8K - $48.7K
|
21.6K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
515+ 2.96% |
$26.1K - $30.4K
|
17.9K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
492+ 6.96% |
$24.9K - $29K
|
7.56K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$18.5K - $21.5K
|
365
$20.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
265+ 4.76% |
$13.4K - $15.6K
|
5.83K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
248+ 22.84% |
$12.6K - $14.6K
|
1.33K
$75.7K
|