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
$9.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$403K - $508K
|
8K
$514K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
6.37K+ 164.86% |
$321K - $404K
|
10.2K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.72KNew |
$238K - $299K
|
4.72K
$303K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$183K - $230K
|
3.63K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.31KNew |
$167K - $210K
|
3.31K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$165K - $207K
|
3.27K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
924New |
$46.6K - $58.6K
|
924
$59.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
480+ 21.46% |
$24.2K - $30.5K
|
2.72K
$175K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400New |
$20.2K - $25.4K
|
400
$25.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269New |
$13.6K - $17.1K
|
269
$17.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
161New |
$8.12K - $10.2K
|
161
$10.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
130+ 0.48% |
$6.55K - $8.25K
|
27.4K
$1.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$2.42K - $3.05K
|
48
$3.08K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$756 - $952
|
15
$963
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.07% |
$151 - $190
|
4.09K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.49% |
$50.4 - $63.4
|
207
$13.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$151 - $190
|
11K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 1.7% |
$706 - $888
|
808
$51.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-28- 11.34% |
$1.41K - $1.78K
|
219
$14.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40- 12.38% |
$2.02K - $2.54K
|
283
$18.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41- 0.94% |
$2.07K - $2.6K
|
4.32K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-51- 77.27% |
$2.57K - $3.24K
|
15
$963
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-69- 0.31% |
$3.48K - $4.38K
|
22K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-207- 53.49% |
$10.4K - $13.1K
|
180
$11.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-220- 37.41% |
$11.1K - $14K
|
368
$23.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-315- 4.84% |
$15.9K - $20K
|
6.19K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-639- 6.85% |
$32.2K - $40.5K
|
8.68K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-937- 7.38% |
$47.2K - $59.4K
|
11.8K
$755K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-979- 38.0% |
$49.4K - $62.1K
|
1.6K
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 13.49% |
$55.3K - $69.5K
|
7.03K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 15.66% |
$61.9K - $77.9K
|
6.62K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 38.8% |
$73.8K - $92.8K
|
2.31K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.38K- 30.81% |
$473K - $595K
|
21.1K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 44.06% |
$591K - $744K
|
14.9K
$956K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.3K- 99.93% |
$621K - $782K
|
9
$578
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.3K- 16.61% |
$971K - $1.22M
|
96.7K
$6.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-27.3K- 89.85% |
$1.37M - $1.73M
|
3.08K
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46.1K- 62.29% |
$2.32M - $2.92M
|
27.9K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-57.3K- 98.12% |
$2.89M - $3.63M
|
1.1K
$70.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72K- 77.97% |
$3.63M - $4.57M
|
20.4K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-129K- 73.82% |
$6.49M - $8.17M
|
45.7K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-174K- 99.88% |
$8.75M - $11M
|
200
$12.8K
|