Purchases and Sales Made in Q3 2024 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
9.24KNew |
$198K - $214K
|
9.24K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.98KNew |
$193K - $208K
|
8.98K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.49K+ 10.1% |
$161K - $173K
|
81.6K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.45KNew |
$138K - $149K
|
6.45K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.01K+ 11.68% |
$129K - $139K
|
57.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.95K+ 6.79% |
$128K - $138K
|
93.6K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 8.07% |
$104K - $112K
|
64.8K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.58K+ 4.16% |
$98.2K - $106K
|
115K
$2.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43K+ 7.61% |
$95.1K - $103K
|
62.6K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.54K+ 6.81% |
$75.9K - $81.9K
|
55.4K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.49K+ 3.51% |
$74.8K - $80.7K
|
103K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.26K+ 14.31% |
$70K - $75.5K
|
26.1K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.25K+ 27.6% |
$69.8K - $75.3K
|
15K
$353K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
3.22K+ 0.48% |
$69.1K - $74.6K
|
671K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.98K+ 4.69% |
$63.9K - $68.9K
|
66.5K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 13.38% |
$59K - $63.7K
|
23.3K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 1.84% |
$57.4K - $61.9K
|
148K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.56K+ 4.38% |
$54.9K - $59.2K
|
60.9K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.3KNew |
$49.4K - $53.3K
|
2.3K
$54K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 8.25% |
$49.3K - $53.2K
|
30.1K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.11K+ 3.8% |
$45.3K - $48.9K
|
57.6K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.08K+ 23.13% |
$44.7K - $48.2K
|
11.1K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 16.24% |
$39.8K - $43K
|
13.3K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 18.56% |
$39.1K - $42.2K
|
11.6K
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.61K+ 4.81% |
$34.6K - $37.3K
|
35.1K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54K+ 15.55% |
$33K - $35.6K
|
11.4K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 15.16% |
$29.2K - $31.5K
|
10.3K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 4.47% |
$27.7K - $29.9K
|
30.1K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.19K+ 3.72% |
$25.6K - $27.6K
|
33.3K
$781K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 9.12% |
$24.9K - $26.9K
|
13.9K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.15K+ 3.92% |
$24.6K - $26.6K
|
30.4K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
985+ 3.56% |
$21.1K - $22.8K
|
28.7K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
965+ 6.81% |
$20.7K - $22.3K
|
15.1K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
934+ 20.82% |
$20.1K - $21.6K
|
5.42K
$127K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
824+ 8.91% |
$17.7K - $19.1K
|
10.1K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
450+ 17.56% |
$9.66K - $10.4K
|
3.01K
$70.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
400+ 2.98% |
$8.59K - $9.26K
|
13.8K
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
397+ 0.17% |
$8.52K - $9.19K
|
232K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
257+ 1.17% |
$5.52K - $5.95K
|
22.2K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
226+ 0.55% |
$4.85K - $5.23K
|
41.7K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
159+ 0.71% |
$3.41K - $3.68K
|
22.5K
$529K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 1.19% |
$1.09K - $1.18K
|
4.35K
$102K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.27% |
$558 - $602
|
9.6K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$21.5 - $23.2
|
1
$23.5
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.02% |
$365 - $394
|
72.8K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-66- 0.39% |
$1.42K - $1.53K
|
16.9K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-100- 0.37% |
$2.15K - $2.32K
|
27K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134- 1.12% |
$2.88K - $3.1K
|
11.9K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-260- 1.93% |
$5.58K - $6.02K
|
13.2K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-499- 1.49% |
$10.7K - $11.6K
|
32.9K
$773K
|