Purchases and Sales Made in Q2 2025 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
128K+ 474.26% |
$6.46M - $8.13M
|
155K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.8K+ 155.13% |
$1.1M - $1.38M
|
35.9K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$403K - $508K
|
8K
$534K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
6.37K+ 164.86% |
$321K - $404K
|
10.2K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.36K+ 63.48% |
$270K - $340K
|
13.8K
$922K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72KNew |
$238K - $299K
|
4.72K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.87KNew |
$195K - $245K
|
3.87K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$183K - $230K
|
3.63K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.42KNew |
$172K - $217K
|
3.42K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.31KNew |
$167K - $210K
|
3.31K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$165K - $207K
|
3.27K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.54K+ 6.6% |
$128K - $161K
|
40.9K
$2.73M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 4.4% |
$90.9K - $114K
|
42.7K
$2.85M
|
|
|
Sep 25, 2025
Q2 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.33K+ 6.23% |
$66.8K - $84.1K
|
22.6K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
969+ 39.68% |
$48.9K - $61.5K
|
3.41K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
924New |
$46.6K - $58.6K
|
924
$61.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
480+ 21.46% |
$24.2K - $30.5K
|
2.72K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400New |
$20.2K - $25.4K
|
400
$26.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269New |
$13.6K - $17.1K
|
269
$18K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
161New |
$8.12K - $10.2K
|
161
$10.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
130+ 0.48% |
$6.55K - $8.25K
|
27.4K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$3.68K - $4.63K
|
73
$4.87K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$2.42K - $3.05K
|
48
$3.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20New |
$1.01K - $1.27K
|
20
$1.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$756 - $952
|
15
$1K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$605 - $761
|
12
$801
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.07% |
$151 - $190
|
4.09K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$101 - $127
|
578
$38.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.49% |
$50.4 - $63.4
|
207
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$151 - $190
|
11K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 1.7% |
$706 - $888
|
808
$53.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-28- 11.34% |
$1.41K - $1.78K
|
219
$14.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.46% |
$1.76K - $2.22K
|
7.54K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 12.38% |
$2.02K - $2.54K
|
283
$18.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41- 0.94% |
$2.07K - $2.6K
|
4.32K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-51- 77.27% |
$2.57K - $3.24K
|
15
$1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53- 28.65% |
$2.67K - $3.36K
|
132
$8.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-69- 0.31% |
$3.48K - $4.38K
|
22K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-150- 1.39% |
$7.56K - $9.52K
|
10.6K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-159- 4.89% |
$8.02K - $10.1K
|
3.09K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-207- 53.49% |
$10.4K - $13.1K
|
180
$12K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-220- 37.41% |
$11.1K - $14K
|
368
$24.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-315- 4.84% |
$15.9K - $20K
|
6.19K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-319- 7.5% |
$16.1K - $20.2K
|
3.94K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-349- 5.55% |
$17.6K - $22.1K
|
5.94K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-491- 17.02% |
$24.8K - $31.1K
|
2.39K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-517- 66.37% |
$26.1K - $32.8K
|
262
$17.5K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-559- 5.78% |
$28.2K - $35.5K
|
9.11K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-639- 6.85% |
$32.2K - $40.5K
|
8.68K
$580K
|