Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
39.7KNew |
$2.21M - $2.36M
|
39.7K
$2.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 176.06% |
$1.13M - $1.21M
|
31.9K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17.3K+ 4.97% |
$967K - $1.03M
|
366K
$21.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.5KNew |
$752K - $801K
|
13.5K
$782K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.03K+ 282.18% |
$169K - $180K
|
4.1K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.65K+ 7.95% |
$148K - $157K
|
36K
$2.09M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 17.4% |
$93.6K - $99.7K
|
11.3K
$658K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 0.98% |
$72.4K - $77.1K
|
134K
$7.78M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
820+ 3.53% |
$45.7K - $48.7K
|
24.1K
$1.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
429New |
$23.9K - $25.5K
|
429
$24.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
304New |
$17K - $18.1K
|
304
$17.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
163+ 1.32% |
$9.09K - $9.69K
|
12.5K
$727K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
118+ 1.23% |
$6.58K - $7.01K
|
9.71K
$564K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
42New |
$2.34K - $2.5K
|
42
$2.44K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16+ 0.34% |
$893 - $951
|
4.72K
$274K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.09% |
$391 - $416
|
7.61K
$442K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-44- 0.11% |
$2.45K - $2.61K
|
40.1K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-70- 1.07% |
$3.91K - $4.16K
|
6.44K
$374K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-371- 2.12% |
$20.7K - $22K
|
17.1K
$995K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-531- 2.44% |
$29.6K - $31.6K
|
21.2K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-611- 2.24% |
$34.1K - $36.3K
|
26.7K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-679- 13.2% |
$37.9K - $40.4K
|
4.47K
$259K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-822- 2.8% |
$45.9K - $48.9K
|
28.5K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.47K- 6.06% |
$82.2K - $87.5K
|
22.8K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.53K- 24.8% |
$85.2K - $90.7K
|
4.63K
$269K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.08K- 24.41% |
$116K - $124K
|
6.45K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.28K- 28.4% |
$183K - $195K
|
8.26K
$480K
|
|