Purchases and Sales Made in Q4 2022 in First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 23.81% |
$5.36M - $6.39M
|
1.11M
$40.8M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
200KNew |
$5.05M - $6.02M
|
200K
$7.38M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 32.85% |
$4.54M - $5.41M
|
728K
$26.8M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
129K+ 40.88% |
$3.25M - $3.87M
|
444K
$16.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
65.3K+ 316.45% |
$1.65M - $1.96M
|
85.9K
$3.17M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.8K+ 64.97% |
$1.26M - $1.5M
|
127K
$4.66M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
48KNew |
$1.21M - $1.44M
|
48K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 283.01% |
$982K - $1.17M
|
52.7K
$1.94M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.5K+ 56.02% |
$818K - $976K
|
90.4K
$3.33M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.5KNew |
$415K - $495K
|
16.5K
$607K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.9K+ 37.83% |
$400K - $477K
|
57.9K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.1KNew |
$329K - $393K
|
13.1K
$482K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 13.07% |
$322K - $384K
|
111K
$4.07M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8KNew |
$271K - $323K
|
10.8K
$397K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10K+ 21.62% |
$252K - $301K
|
56.3K
$2.07M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.48KNew |
$214K - $255K
|
8.48K
$313K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.94KNew |
$200K - $239K
|
7.94K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.69KNew |
$194K - $231K
|
7.69K
$283K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.45K+ 50.19% |
$112K - $134K
|
13.3K
$491K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.83K+ 19.02% |
$71.4K - $85.1K
|
17.7K
$653K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 1.78% |
$53.8K - $64.2K
|
122K
$4.5M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.88K+ 8.66% |
$47.4K - $56.5K
|
23.6K
$870K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74KNew |
$44K - $52.4K
|
1.74K
$64.3K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$27.7K - $33K
|
1.1K
$40.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1KNew |
$25.2K - $30.1K
|
1K
$36.9K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
990New |
$25K - $29.7K
|
990
$36.5K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
593+ 5.1% |
$14.9K - $17.8K
|
12.2K
$450K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175+ 2.0% |
$4.41K - $5.26K
|
8.93K
$329K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
101+ 0.92% |
$2.55K - $3.04K
|
11.1K
$409K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 120.0% |
$605 - $721
|
44
$1.62K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.29% |
$580 - $691
|
7.9K
$291K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.45% |
$277 - $331
|
2.48K
$91.4K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$151 - $180
|
6
$221
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.55% |
$101 - $120
|
728
$26.8K
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
2+ 0.02% |
$50.4 - $60.1
|
9.43K
$347K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47- 0.4% |
$1.18K - $1.41K
|
11.8K
$435K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 22.99% |
$1.94K - $2.31K
|
258
$9.51K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-168- 1.22% |
$4.24K - $5.05K
|
13.5K
$499K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 4.35% |
$4.54K - $5.41K
|
3.96K
$146K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-487- 2.98% |
$12.3K - $14.6K
|
15.9K
$585K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-497- 3.28% |
$12.5K - $14.9K
|
14.6K
$540K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.32K- 7.71% |
$83.7K - $99.7K
|
39.7K
$1.46M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5.27K- 62.52% |
$133K - $158K
|
3.16K
$116K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.7K- 47.27% |
$295K - $352K
|
13.1K
$481K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.7K- 47.27% |
$295K - $352K
|
13.1K
$481K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-44.1K- 61.54% |
$1.11M - $1.33M
|
27.6K
$1.02M
|