Purchases and Sales Made in Q1 2025 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST EXCHANGE TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
467+ 141.09% |
$10.1K - $11.1K
|
798
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
443+ 0.95% |
$9.58K - $10.5K
|
47.1K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
355+ 3.56% |
$7.68K - $8.43K
|
10.3K
$231K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
335+ 2.22% |
$7.24K - $7.95K
|
15.4K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$5.86K - $6.43K
|
271
$6.07K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
253+ 2.04% |
$5.47K - $6.01K
|
12.7K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
231+ 2.28% |
$4.99K - $5.48K
|
10.4K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
229+ 1.19% |
$4.95K - $5.44K
|
19.5K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204+ 0.09% |
$4.41K - $4.84K
|
235K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
197New |
$4.26K - $4.68K
|
197
$4.41K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
186+ 0.98% |
$4.02K - $4.42K
|
19.2K
$430K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
152+ 1.16% |
$3.29K - $3.61K
|
13.3K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
129+ 0.6% |
$2.79K - $3.06K
|
21.6K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
39+ 0.07% |
$843 - $926
|
59.8K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 40.0% |
$86.5 - $95
|
14
$313
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-124- 0.17% |
$2.68K - $2.94K
|
71.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-263- 0.46% |
$5.69K - $6.24K
|
56.6K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-545- 4.37% |
$11.8K - $12.9K
|
11.9K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-790- 4.66% |
$17.1K - $18.8K
|
16.2K
$362K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-903- 32.22% |
$19.5K - $21.4K
|
1.9K
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-920- 42.49% |
$19.9K - $21.8K
|
1.25K
$27.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.16K- 7.71% |
$25.2K - $27.6K
|
13.9K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.26K- 0.73% |
$27.2K - $29.9K
|
172K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.46K- 2.13% |
$31.6K - $34.7K
|
67.1K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.09K- 5.91% |
$45.1K - $49.5K
|
33.2K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.18K- 4.67% |
$68.7K - $75.4K
|
64.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.3K- 49.19% |
$71.3K - $78.3K
|
3.41K
$76.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.64K- 47.71% |
$100K - $110K
|
5.08K
$114K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.07K- 8.03% |
$175K - $192K
|
92.4K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 2.84% |
$218K - $239K
|
344K
$7.71M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 6.98% |
$222K - $243K
|
137K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.7K- 3.78% |
$231K - $253K
|
272K
$6.09M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 24.5% |
$236K - $259K
|
33.7K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.9K- 12.09% |
$257K - $282K
|
86.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.4KClosed |
$311K - $341K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.6K- 47.26% |
$337K - $371K
|
17.4K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 24.89% |
$346K - $380K
|
48.3K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19K- 95.43% |
$412K - $452K
|
913
$20.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.5K- 43.56% |
$486K - $533K
|
29.1K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 72.4% |
$519K - $569K
|
9.14K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-25.7K- 71.74% |
$555K - $610K
|
10.1K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.6K- 49.99% |
$661K - $726K
|
30.6K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.9K- 21.76% |
$755K - $829K
|
126K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.5K- 5.52% |
$810K - $890K
|
641K
$14.4M
|