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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
70.7K+ 191.67% |
$861K - $943K
|
108K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.7KNew |
$411K - $450K
|
33.7K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.7K+ 64.85% |
$264K - $289K
|
55.1K
$789K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 8.7% |
$132K - $145K
|
136K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.8K+ 56.76% |
$131K - $144K
|
29.8K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 46.72% |
$81K - $88.8K
|
20.9K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.65KNew |
$44.5K - $48.7K
|
3.65K
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3K+ 120.0% |
$36.5K - $40K
|
5.5K
$78.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 15.2% |
$32.7K - $35.8K
|
20.3K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.79K+ 192.69% |
$21.8K - $23.9K
|
2.72K
$39K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1.18K+ 4.66% |
$14.4K - $15.7K
|
26.5K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.09K+ 100.0% |
$13.3K - $14.6K
|
2.18K
$31.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
400New |
$4.87K - $5.34K
|
400
$5.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
230New |
$2.8K - $3.07K
|
230
$3.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
121+ 0.69% |
$1.47K - $1.61K
|
17.6K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40+ 0.22% |
$487 - $534
|
18.4K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19+ 0.08% |
$231 - $253
|
23.8K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.08% |
$231 - $253
|
23.8K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$12.2 - $13.3
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-263- 1.4% |
$3.2K - $3.51K
|
18.5K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-276- 1.61% |
$3.36K - $3.68K
|
16.9K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-356- 3.05% |
$4.34K - $4.75K
|
11.3K
$162K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-661- 54.14% |
$8.05K - $8.82K
|
560
$8.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.09K- 50.0% |
$13.3K - $14.6K
|
1.09K
$15.6K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.7K- 10.05% |
$20.7K - $22.7K
|
15.2K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 5.04% |
$21.3K - $23.3K
|
33K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 4.15% |
$23.9K - $26.2K
|
45.3K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.12K- 2.02% |
$25.9K - $28.3K
|
103K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.13K- 3.21% |
$25.9K - $28.4K
|
64.2K
$920K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.43K- 0.75% |
$29.6K - $32.4K
|
324K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.65K- 17.08% |
$32.2K - $35.3K
|
12.8K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.67K- 12.05% |
$32.5K - $35.6K
|
19.5K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3K- 10.12% |
$36.5K - $40K
|
26.6K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.14K- 10.77% |
$38.2K - $41.9K
|
26K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.93K- 32.42% |
$60.1K - $65.8K
|
10.3K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-5.81K- 10.87% |
$70.8K - $77.5K
|
47.6K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8.79K- 24.27% |
$107K - $117K
|
27.4K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13K- 20.7% |
$158K - $173K
|
49.6K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14K- 37.27% |
$171K - $187K
|
23.6K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.4K- 5.36% |
$224K - $245K
|
324K
$4.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 5.13% |
$294K - $322K
|
446K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-27.2K- 23.85% |
$332K - $363K
|
87K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.5K- 80.26% |
$359K - $393K
|
7.24K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.6K- 44.24% |
$385K - $422K
|
39.9K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.8K- 39.86% |
$570K - $624K
|
70.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.8K- 12.45% |
$874K - $958K
|
505K
$7.23M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85.9K- 9.7% |
$1.05M - $1.15M
|
799K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-107K- 46.37% |
$1.31M - $1.43M
|
124K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-123K- 44.27% |
$1.5M - $1.64M
|
155K
$2.22M
|