Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
380K+ 34.64% |
$4.56M - $5.02M
|
1.48M
$18.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
252K+ 35.49% |
$3.03M - $3.34M
|
962K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
195K+ 129.82% |
$2.35M - $2.58M
|
346K
$4.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
162KNew |
$1.95M - $2.15M
|
162K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.4K+ 385.61% |
$1.16M - $1.28M
|
121K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
88.8KNew |
$1.07M - $1.17M
|
88.8K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52K+ 25855.22% |
$625K - $688K
|
52.2K
$643K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
43.9K+ 15.56% |
$527K - $580K
|
326K
$4.02M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.6KNew |
$391K - $431K
|
32.6K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16K+ 26.21% |
$192K - $212K
|
77K
$950K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.2K+ 37.35% |
$183K - $202K
|
56K
$691K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.1K+ 23.78% |
$169K - $186K
|
73.3K
$903K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
13.4KNew |
$161K - $177K
|
13.4K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.15K+ 7.69% |
$110K - $121K
|
128K
$1.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.4K+ 20.64% |
$89K - $97.9K
|
43.3K
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.5K+ 12.5% |
$54.1K - $59.5K
|
40.5K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.31K+ 7.69% |
$51.8K - $57.1K
|
60.4K
$745K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.25K+ 9.66% |
$51.1K - $56.3K
|
48.3K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.35K+ 126.22% |
$28.2K - $31.1K
|
4.21K
$51.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.26K+ 6.79% |
$27.2K - $29.9K
|
35.5K
$438K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.56KNew |
$18.8K - $20.7K
|
1.56K
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.56KNew |
$18.8K - $20.7K
|
1.56K
$19.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.53K+ 3.5% |
$18.4K - $20.2K
|
45.2K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
579New |
$6.96K - $7.66K
|
579
$7.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
331+ 1.12% |
$3.98K - $4.38K
|
29.9K
$369K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223New |
$2.68K - $2.95K
|
223
$2.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
86+ 1.52% |
$1.03K - $1.14K
|
5.73K
$70.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 2.03% |
$204 - $225
|
854
$10.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 0.03% |
$96.2 - $106
|
23K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 0.01% |
$108 - $119
|
118K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.56% |
$132 - $146
|
1.96K
$24.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-100- 0.68% |
$1.2K - $1.32K
|
14.6K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-185- 0.14% |
$2.22K - $2.45K
|
135K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-270- 82.07% |
$3.25K - $3.57K
|
59
$727
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 25.0% |
$3.61K - $3.97K
|
900
$11.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-432- 1.5% |
$5.19K - $5.72K
|
28.4K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-871- 2.4% |
$10.5K - $11.5K
|
35.4K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 1.25% |
$13.1K - $14.4K
|
86.2K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 7.76% |
$21.6K - $23.8K
|
21.4K
$263K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.38K- 6.72% |
$28.6K - $31.5K
|
33K
$407K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.75K- 1.11% |
$33.1K - $36.4K
|
246K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 0.74% |
$34.4K - $37.9K
|
384K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.06K- 11.62% |
$36.8K - $40.5K
|
23.3K
$287K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.43K- 5.41% |
$41.3K - $45.4K
|
60K
$740K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.25K- 19.09% |
$63.1K - $69.4K
|
22.2K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.52K- 2.75% |
$90.4K - $99.5K
|
266K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.71K- 23.03% |
$92.7K - $102K
|
25.8K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.77K- 9.58% |
$105K - $116K
|
82.8K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.13K- 9.93% |
$110K - $121K
|
82.8K
$1.02M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.7K- 15.21% |
$129K - $142K
|
59.7K
$736K
|