Purchases and Sales Made in Q4 2024 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 1.78% |
$4.21K - $4.42K
|
10.5K
$245K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
143+ 1.43% |
$3.27K - $3.43K
|
10.1K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
128New |
$2.93K - $3.07K
|
128
$2.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.44K
|
13.2K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.27% |
$595 - $625
|
9.63K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 0.39% |
$595 - $625
|
6.71K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 1.1% |
$549 - $576
|
2.17K
$50.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.84% |
$1.24K - $1.3K
|
6.39K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-358- 1.64% |
$8.19K - $8.6K
|
21.5K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-544- 1.79% |
$12.5K - $13.1K
|
29.9K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-753- 1.31% |
$17.2K - $18.1K
|
56.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-803- 66.86% |
$18.4K - $19.3K
|
398
$9.25K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.1K- 4.2% |
$25.1K - $26.3K
|
25K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.44K- 62.48% |
$32.9K - $34.5K
|
863
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.56K- 9.81% |
$35.8K - $37.5K
|
14.4K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$36K - $37.8K
|
147K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 21.78% |
$55.4K - $58.2K
|
8.7K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.23K- 14.31% |
$73.8K - $77.5K
|
19.3K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.35K- 61.79% |
$76.7K - $80.4K
|
2.07K
$48.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.72K- 15.22% |
$85.2K - $89.4K
|
20.7K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.99K- 10.53% |
$91.4K - $95.9K
|
33.9K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.45K- 8.03% |
$102K - $107K
|
51K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.7K- 6.46% |
$108K - $113K
|
68.1K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.85K- 51.16% |
$134K - $140K
|
5.58K
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.05K- 4.48% |
$139K - $145K
|
129K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.2K- 10.97% |
$211K - $221K
|
74.7K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 24.29% |
$263K - $276K
|
35.8K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.6K- 45.39% |
$289K - $303K
|
15.2K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 5.57% |
$314K - $329K
|
232K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 51.7% |
$339K - $356K
|
13.8K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-18K- 2.69% |
$413K - $434K
|
653K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.8K- 8.36% |
$590K - $619K
|
283K
$6.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.2K- 53.02% |
$1.08M - $1.13M
|
41.8K
$972K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.8K- 41.1% |
$1.14M - $1.2M
|
71.4K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-182K- 99.82% |
$4.16M - $4.37M
|
331
$7.69K
|