Purchases and Sales Made in Q4 2023 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
6.25K+ 30.51% |
$123K - $135K
|
26.7K
$628K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.68KNew |
$111K - $122K
|
5.68K
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.38K+ 19.23% |
$86K - $94.2K
|
27.1K
$637K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.27K+ 4.9% |
$83.9K - $91.9K
|
91.3K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.21K+ 8.21% |
$82.7K - $90.6K
|
55.5K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.67K+ 13.64% |
$52.4K - $57.4K
|
22.2K
$522K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.4K+ 20.38% |
$47.1K - $51.6K
|
14.2K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.28K+ 12.46% |
$44.9K - $49.2K
|
20.6K
$484K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 12.67% |
$37K - $40.5K
|
16.7K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.83K+ 11.08% |
$36K - $39.5K
|
18.4K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 19.37% |
$29.6K - $32.4K
|
9.28K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.09K+ 1.8% |
$21.3K - $23.4K
|
61.3K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
913New |
$17.9K - $19.6K
|
913
$21.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
700+ 24.6% |
$13.7K - $15.1K
|
3.55K
$83.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
467New |
$9.17K - $10K
|
467
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
398+ 3.3% |
$7.82K - $8.56K
|
12.4K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
253New |
$4.97K - $5.44K
|
253
$5.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
169+ 1.94% |
$3.32K - $3.64K
|
8.88K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 1.06% |
$550 - $603
|
2.68K
$62.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$19.6 - $21.5
|
1.1K
$25.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-250- 0.94% |
$4.91K - $5.38K
|
26.4K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-285- 1.56% |
$5.6K - $6.13K
|
18K
$422K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-567- 3.26% |
$11.1K - $12.2K
|
16.8K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-893- 7.5% |
$17.5K - $19.2K
|
11K
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.19K- 9.44% |
$42.9K - $47K
|
21K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.53K- 1.76% |
$69.4K - $76.1K
|
197K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.87K- 3.6% |
$76K - $83.3K
|
104K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.94K- 3.29% |
$77.4K - $84.8K
|
116K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-5.75K- 4.22% |
$113K - $124K
|
130K
$3.06M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.79K- 88.86% |
$173K - $189K
|
1.1K
$25.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.67K- 13.32% |
$190K - $208K
|
62.9K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 34.78% |
$246K - $269K
|
23.5K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-17.7K- 4.67% |
$348K - $381K
|
362K
$8.49M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-17.7K- 4.67% |
$348K - $381K
|
362K
$8.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-39.8K- 31.93% |
$782K - $857K
|
84.9K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288K- 95.32% |
$5.66M - $6.2M
|
14.2K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-343K- 69.08% |
$6.74M - $7.39M
|
154K
$3.61M
|