Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd (FCTR)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCTR) 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.8K+ 11.55% |
$1.57M - $1.79M
|
587K
$19.5M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36K+ 250.61% |
$930K - $1.06M
|
50.3K
$1.67M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.6K+ 50.39% |
$765K - $868K
|
88.2K
$2.93M
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 17.64% |
$744K - $845K
|
192K
$6.36M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 50.08% |
$584K - $663K
|
67.7K
$2.25M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.4K+ 18.63% |
$294K - $334K
|
72.3K
$2.4M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.8KNew |
$279K - $317K
|
10.8K
$358K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.86K+ 23.69% |
$229K - $260K
|
46.3K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.43KNew |
$192K - $218K
|
7.43K
$247K
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.39K+ 5.32% |
$87.7K - $99.6K
|
67.2K
$2.23M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.64K+ 3.23% |
$68.3K - $77.6K
|
84.5K
$2.8M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
900+ 12.01% |
$23.3K - $26.4K
|
8.39K
$279K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
663+ 4.82% |
$17.2K - $19.5K
|
14.4K
$479K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
420+ 3.76% |
$10.9K - $12.3K
|
11.6K
$385K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
289New |
$7.48K - $8.49K
|
289
$9.59K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
178+ 1.68% |
$4.6K - $5.23K
|
10.7K
$357K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.09% |
$51.7 - $58.8
|
2.31K
$76.7K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 0.01% |
$51.7 - $58.8
|
16.7K
$554K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$25.9 - $29.4
|
8.33K
$276K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.07% |
$25.9 - $29.4
|
1.54K
$51K
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-130- 0.39% |
$3.36K - $3.82K
|
32.9K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-273- 2.2% |
$7.06K - $8.02K
|
12.1K
$402K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-450- 1.81% |
$11.6K - $13.2K
|
24.5K
$812K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-476- 5.51% |
$12.3K - $14K
|
8.16K
$271K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-527- 18.8% |
$13.6K - $15.5K
|
2.28K
$75.6K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-714- 19.01% |
$18.5K - $21K
|
3.04K
$101K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.67K- 3.11% |
$43.3K - $49.2K
|
52.1K
$1.73M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.34K- 23.11% |
$60.6K - $68.8K
|
7.8K
$259K
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.58K- 15.89% |
$66.8K - $75.9K
|
13.7K
$454K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.21K- 10.67% |
$109K - $124K
|
35.2K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 64.85% |
$120K - $136K
|
2.51K
$83.5K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.92K- 91.91% |
$127K - $144K
|
433
$14.4K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.95K- 2.14% |
$128K - $145K
|
226K
$7.51M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.8K- 12.75% |
$150K - $170K
|
39.7K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.25K- 2.99% |
$162K - $184K
|
203K
$6.73M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.52K- 23.16% |
$220K - $250K
|
28.3K
$938K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.7K- 37.49% |
$225K - $255K
|
14.5K
$481K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 24.07% |
$323K - $367K
|
39.4K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 19.99% |
$466K - $530K
|
72.1K
$2.39M
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20.3K- 56.52% |
$525K - $596K
|
15.6K
$518K
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-37.3K- 51.94% |
$965K - $1.1M
|
34.5K
$1.15M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-42.7K- 15.09% |
$1.1M - $1.25M
|
240K
$7.98M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-65.9K- 49.76% |
$1.7M - $1.94M
|
66.5K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.9K- 25.82% |
$1.81M - $2.05M
|
201K
$6.67M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91K- 7.37% |
$2.35M - $2.67M
|
1.14M
$38M
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-111K- 22.61% |
$2.86M - $3.25M
|
379K
$12.6M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-117K- 8.49% |
$3.02M - $3.43M
|
1.26M
$41.7M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181K- 56.96% |
$4.67M - $5.31M
|
136K
$4.53M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-251K- 83.01% |
$6.49M - $7.37M
|
51.4K
$1.7M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-251K- 83.01% |
$6.49M - $7.37M
|
51.4K
$1.7M
|