Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 23.57% |
$4.85M - $5.18M
|
900K
$33.3M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.1K+ 43.57% |
$1.56M - $1.66M
|
182K
$6.72M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.1KNew |
$1.24M - $1.33M
|
44.1K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
20.6KNew |
$581K - $621K
|
20.6K
$761K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 62.04% |
$414K - $442K
|
38.3K
$1.42M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5KNew |
$381K - $407K
|
13.5K
$499K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 2.9% |
$364K - $389K
|
457K
$16.9M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5KNew |
$352K - $376K
|
12.5K
$461K
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.2KNew |
$345K - $369K
|
12.2K
$452K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 10.99% |
$343K - $367K
|
123K
$4.54M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$319K - $341K
|
11.3K
$418K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.9K+ 82.24% |
$309K - $330K
|
24.3K
$897K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.47KNew |
$239K - $256K
|
8.47K
$313K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$227K - $242K
|
8.03K
$297K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.84K+ 44.21% |
$221K - $237K
|
25.6K
$945K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.37KNew |
$208K - $222K
|
7.37K
$272K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.57K+ 6.48% |
$157K - $168K
|
91.5K
$3.38M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.47K+ 9.71% |
$154K - $165K
|
61.7K
$2.28M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.38KNew |
$124K - $132K
|
4.38K
$162K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 2.7% |
$93.2K - $99.7K
|
125K
$4.64M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.64KNew |
$74.6K - $79.8K
|
2.64K
$97.7K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81K+ 11.39% |
$51.1K - $54.6K
|
17.7K
$654K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.43KNew |
$40.4K - $43.1K
|
1.43K
$52.8K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 9.88% |
$32.9K - $35.2K
|
13K
$479K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 102.73% |
$31.9K - $34.1K
|
2.23K
$82.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
933+ 12.14% |
$26.3K - $28.2K
|
8.62K
$319K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 25.11% |
$9.88K - $10.6K
|
1.74K
$64.5K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
330+ 2.97% |
$9.32K - $9.96K
|
11.4K
$423K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
303+ 2.48% |
$8.56K - $9.15K
|
12.5K
$463K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
217New |
$6.13K - $6.55K
|
217
$8.02K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.29% |
$650 - $694
|
7.93K
$293K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 38.64% |
$480 - $513
|
61
$2.26K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.4% |
$282 - $302
|
2.49K
$92.1K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.08% |
$198 - $211
|
8.49K
$314K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.41% |
$84.7 - $90.6
|
731
$27K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
3+ 0.03% |
$84.7 - $90.6
|
9.43K
$349K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-67- 0.49% |
$1.89K - $2.02K
|
13.5K
$499K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-100- 10.1% |
$2.82K - $3.02K
|
890
$32.9K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-262- 1.79% |
$7.4K - $7.91K
|
14.4K
$532K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-317- 2.43% |
$8.95K - $9.57K
|
12.8K
$472K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-475- 5.32% |
$13.4K - $14.3K
|
8.45K
$313K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.04K- 6.3% |
$29.3K - $31.3K
|
15.4K
$571K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.6K- 0.8% |
$45.1K - $48.2K
|
199K
$7.35M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 56.26% |
$46.6K - $49.8K
|
1.28K
$47.4K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.43K- 12.39% |
$68.7K - $73.4K
|
17.2K
$636K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.72K- 9.85% |
$76.8K - $82.1K
|
24.9K
$919K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.09K- 7.77% |
$87.2K - $93.2K
|
36.7K
$1.36M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.8K- 66.08% |
$983K - $1.05M
|
17.9K
$661K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.4K- 41.38% |
$1.06M - $1.13M
|
53K
$1.96M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 12.73% |
$3.98M - $4.25M
|
965K
$35.7M
|