Purchases and Sales Made in Q4 2022 in First Tr Exchange Traded Fd (FCG)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCG) 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 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.41KNew |
$200K - $239K
|
8.41K
$227K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
8.36KNew |
$199K - $238K
|
8.36K
$225K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.16KNew |
$195K - $232K
|
8.16K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59K+ 4.58% |
$181K - $216K
|
173K
$4.67M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.07K+ 4666.92% |
$145K - $172K
|
6.2K
$167K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.83K+ 2.75% |
$115K - $137K
|
181K
$4.87M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.3KNew |
$78.5K - $93.6K
|
3.3K
$88.8K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.2K+ 16.45% |
$76.2K - $90.9K
|
22.6K
$610K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.84K+ 12.11% |
$67.7K - $80.8K
|
26.3K
$709K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.7K+ 13.42% |
$64.4K - $76.8K
|
22.8K
$615K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.61K+ 3.19% |
$62.3K - $74.3K
|
84.7K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.58K+ 1.09% |
$61.4K - $73.2K
|
240K
$6.47M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.46K+ 2.46% |
$58.7K - $70K
|
102K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
2KNew |
$47.5K - $56.7K
|
2K
$53.7K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.86K+ 5.43% |
$44.3K - $52.8K
|
36.1K
$974K
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.14K+ 5.2% |
$27.2K - $32.4K
|
23.1K
$622K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 19.52% |
$24.1K - $28.8K
|
6.2K
$167K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
839+ 3.47% |
$20K - $23.8K
|
25K
$673K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
800+ 4.94% |
$19.1K - $22.7K
|
17K
$457K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
754New |
$18K - $21.4K
|
754
$20.3K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
750+ 75.0% |
$17.9K - $21.3K
|
1.75K
$47.1K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
643+ 0.68% |
$15.3K - $18.3K
|
95.2K
$2.56M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
625+ 312.5% |
$14.9K - $17.8K
|
825
$22.2K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
411+ 2.84% |
$9.79K - $11.7K
|
14.9K
$400K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
321+ 0.89% |
$7.65K - $9.12K
|
36.2K
$975K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
201+ 12.22% |
$4.79K - $5.71K
|
1.85K
$49.7K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$5.39K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$5.39K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
128New |
$3.05K - $3.64K
|
128
$3.45K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
108+ 0.54% |
$2.57K - $3.07K
|
20.3K
$547K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
59+ 0.12% |
$1.41K - $1.68K
|
50.7K
$1.37M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.4% |
$238 - $284
|
2.49K
$66.9K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.85% |
$23.8 - $28.4
|
55
$1.48K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5- 1.28% |
$119 - $142
|
387
$10.4K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-200- 9.48% |
$4.77K - $5.68K
|
1.91K
$51.5K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-248- 88.89% |
$5.91K - $7.05K
|
31
$835
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-317- 1.6% |
$7.55K - $9.01K
|
19.5K
$526K
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-550- 1.57% |
$13.1K - $15.6K
|
34.6K
$931K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-957- 6.17% |
$22.8K - $27.2K
|
14.6K
$392K
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.1K- 18.97% |
$26.2K - $31.3K
|
4.7K
$127K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 10.93% |
$31.5K - $37.5K
|
10.8K
$290K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.4K- 46.36% |
$33.4K - $39.8K
|
1.62K
$43.6K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.47K- 21.62% |
$35.1K - $41.8K
|
5.34K
$144K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.63K- 14.43% |
$38.8K - $46.3K
|
9.67K
$260K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 3.45% |
$47.3K - $56.4K
|
55.6K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.13K- 5.83% |
$50.8K - $60.5K
|
34.4K
$927K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.3K- 1.67% |
$78.7K - $93.8K
|
194K
$5.24M
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.55K- 3.29% |
$84.7K - $101K
|
104K
$2.81M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.17K- 53.73% |
$99.4K - $119K
|
3.59K
$96.8K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.04K- 6.9% |
$120K - $143K
|
68K
$1.83M
|