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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
197+ 17.0% |
$9.97K - $11.6K
|
1.36K
$76.2K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 3.09% |
$7.59K - $8.85K
|
5.01K
$281K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
135+ 1.11% |
$6.84K - $7.97K
|
12.3K
$693K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
118+ 1.13% |
$5.97K - $6.96K
|
10.6K
$593K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
109+ 1.14% |
$5.52K - $6.43K
|
9.69K
$544K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
107+ 2.53% |
$5.42K - $6.31K
|
4.34K
$244K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
31+ 0.53% |
$1.57K - $1.83K
|
5.84K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
29+ 24.17% |
$1.47K - $1.71K
|
149
$8.37K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.66% |
$1.37K - $1.59K
|
4.14K
$233K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
25New |
$1.27K - $1.48K
|
25
$1.4K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
14+ 0.3% |
$709 - $826
|
4.66K
$262K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$456 - $531
|
6.49K
$364K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.57% |
$405 - $472
|
1.42K
$79.9K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$354 - $413
|
27.3K
$1.53M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 0.03% |
$304 - $354
|
20.1K
$1.13M
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 0.09% |
$304 - $354
|
6.56K
$369K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.76% |
$101 - $118
|
264
$14.8K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.01% |
$101 - $118
|
21.5K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.81% |
$50.6 - $59
|
125
$7.02K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$50.6 - $59
|
4.38K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.01% |
$50.6 - $59
|
8.63K
$485K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$50.6 - $59
|
1.01K
$56.7K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 8.7% |
$203 - $236
|
42
$2.36K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-20- 0.27% |
$1.01K - $1.18K
|
7.34K
$412K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-34- 0.1% |
$1.72K - $2.01K
|
32.5K
$1.83M
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.25% |
$1.82K - $2.12K
|
14.5K
$813K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-37- 0.51% |
$1.87K - $2.18K
|
7.2K
$404K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.76% |
$3.09K - $3.6K
|
7.96K
$447K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-64- 1.46% |
$3.24K - $3.78K
|
4.32K
$242K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-68- 0.86% |
$3.44K - $4.01K
|
7.84K
$440K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-80- 0.56% |
$4.05K - $4.72K
|
14.1K
$792K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-90- 1.14% |
$4.56K - $5.31K
|
7.78K
$437K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 6.84% |
$7.59K - $8.85K
|
2.04K
$115K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.84% |
$7.59K - $8.85K
|
741
$41.6K
|
|
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
$1.07M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-174- 0.65% |
$8.81K - $10.3K
|
26.6K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176- 6.1% |
$8.91K - $10.4K
|
2.71K
$152K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197- 3.47% |
$9.97K - $11.6K
|
5.48K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-200- 1.15% |
$10.1K - $11.8K
|
17.2K
$967K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 18.18% |
$10.1K - $11.8K
|
900
$50.5K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-232- 13.01% |
$11.7K - $13.7K
|
1.55K
$87.1K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-245- 1.51% |
$12.4K - $14.5K
|
16K
$896K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-255- 15.75% |
$12.9K - $15K
|
1.36K
$76.6K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-343- 7.58% |
$17.4K - $20.2K
|
4.19K
$235K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-368- 6.31% |
$18.6K - $21.7K
|
5.46K
$307K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-368- 2.36% |
$18.6K - $21.7K
|
15.2K
$854K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-460- 1.84% |
$23.3K - $27.1K
|
24.5K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-472- 0.82% |
$23.9K - $27.8K
|
56.8K
$3.19M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-485- 57.13% |
$24.6K - $28.6K
|
364
$20.4K
|