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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-368- 6.31% |
$18.6K - $21.7K
|
5.46K
$309K
|
|
|
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
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-485- 57.13% |
$24.6K - $28.6K
|
364
$20.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 5.22% |
$31K - $36.2K
|
11.1K
$629K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-640- 13.26% |
$32.4K - $37.8K
|
4.19K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-739- 31.0% |
$37.4K - $43.6K
|
1.65K
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-775- 4.97% |
$39.2K - $45.7K
|
14.8K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-800- 3.91% |
$40.5K - $47.2K
|
19.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-818- 11.15% |
$41.4K - $48.3K
|
6.52K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-919- 2.19% |
$46.5K - $54.2K
|
41.1K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-946- 7.28% |
$47.9K - $55.8K
|
12.1K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-974- 20.69% |
$49.3K - $57.5K
|
3.73K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 13.17% |
$51.1K - $59.6K
|
6.66K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 28.2% |
$55.9K - $65.1K
|
2.81K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 19.61% |
$60.3K - $70.3K
|
4.88K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 16.26% |
$66.2K - $77.1K
|
6.73K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 3.96% |
$95.9K - $112K
|
46K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-2.82K- 2.79% |
$143K - $166K
|
98.2K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 10.68% |
$152K - $177K
|
25.1K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 2.11% |
$154K - $179K
|
141K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 19.41% |
$167K - $195K
|
13.7K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.05K- 3.12% |
$205K - $239K
|
126K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.48K- 25.28% |
$328K - $382K
|
19.2K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.07K- 19.53% |
$358K - $417K
|
29.1K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.5K- 99.9% |
$734K - $855K
|
14
$792
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15.8K- 80.52% |
$801K - $934K
|
3.83K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 80.4% |
$1.1M - $1.29M
|
5.31K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-25.7K- 50.0% |
$1.3M - $1.52M
|
25.7K
$1.45M
|