Purchases and Sales Made in Q1 2025 in First Tr ETF Fd Ii First Tr In (FTRI)
This table provides information about the institutional ownership of First Tr ETF Fd Ii First Tr In (FTRI) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD II FIRST TR IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 8.7% |
$132K - $145K
|
136K
$1.78M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.8K+ 56.76% |
$131K - $144K
|
29.8K
$391K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 15.2% |
$32.7K - $35.8K
|
20.3K
$267K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.79K+ 192.69% |
$21.8K - $23.9K
|
2.72K
$35.7K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.09K+ 100.0% |
$13.3K - $14.6K
|
2.18K
$28.6K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
230New |
$2.8K - $3.07K
|
230
$3.02K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121+ 0.69% |
$1.47K - $1.61K
|
17.6K
$230K
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-263- 1.4% |
$3.2K - $3.51K
|
18.5K
$243K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-356- 3.05% |
$4.34K - $4.75K
|
11.3K
$148K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.09K- 50.0% |
$13.3K - $14.6K
|
1.09K
$14.3K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.7K- 10.05% |
$20.7K - $22.7K
|
15.2K
$200K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.13K- 3.21% |
$25.9K - $28.4K
|
64.2K
$843K
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.43K- 0.75% |
$29.6K - $32.4K
|
324K
$4.25M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.65K- 17.08% |
$32.2K - $35.3K
|
12.8K
$169K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3K- 10.12% |
$36.5K - $40K
|
26.6K
$350K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.14K- 10.77% |
$38.2K - $41.9K
|
26K
$341K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-5.81K- 10.87% |
$70.8K - $77.5K
|
47.6K
$626K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.79K- 24.27% |
$107K - $117K
|
27.4K
$360K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 5.13% |
$294K - $322K
|
446K
$5.86M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-233K- 95.53% |
$2.84M - $3.11M
|
10.9K
$143K
|