Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
171+ 51.51% |
$10.6K - $11.7K
|
503
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
166+ 0.69% |
$10.3K - $11.4K
|
24.2K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
146+ 3.86% |
$9.06K - $10K
|
3.93K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
131+ 1.24% |
$8.13K - $8.98K
|
10.7K
$687K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
104New |
$6.45K - $7.13K
|
104
$6.69K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$4.47K - $4.93K
|
72
$4.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
70+ 2.93% |
$4.34K - $4.8K
|
2.46K
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
66New |
$4.1K - $4.52K
|
66
$4.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
64New |
$3.97K - $4.39K
|
64
$4.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53+ 1.22% |
$3.29K - $3.63K
|
4.41K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 36.84% |
$2.17K - $2.4K
|
130
$8.36K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
32+ 1.12% |
$1.99K - $2.19K
|
2.9K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.14% |
$372 - $411
|
4.23K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$124 - $137
|
575
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- 1.82% |
$372 - $411
|
323
$20.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-31- 0.68% |
$1.92K - $2.12K
|
4.5K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34- 0.82% |
$2.11K - $2.33K
|
4.12K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-46- 13.98% |
$2.85K - $3.15K
|
283
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59- 21.85% |
$3.66K - $4.04K
|
211
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-117- 0.88% |
$7.26K - $8.02K
|
13.2K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-228- 2.58% |
$14.1K - $15.6K
|
8.61K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-245- 1.75% |
$15.2K - $16.8K
|
13.8K
$884K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-253- 1.82% |
$15.7K - $17.3K
|
13.6K
$876K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-268- 0.08% |
$16.6K - $18.4K
|
343K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-282- 6.01% |
$17.5K - $19.3K
|
4.41K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-299- 1.33% |
$18.6K - $20.5K
|
22.1K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-300- 6.68% |
$18.6K - $20.6K
|
4.19K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-341- 11.31% |
$21.2K - $23.4K
|
2.67K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-347- 33.11% |
$21.5K - $23.8K
|
701
$45.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-455- 63.64% |
$28.2K - $31.2K
|
260
$16.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-482- 2.18% |
$29.9K - $33K
|
21.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-522- 1.38% |
$32.4K - $35.8K
|
37.3K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-527- 6.24% |
$32.7K - $36.1K
|
7.92K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-563- 14.66% |
$34.9K - $38.6K
|
3.28K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-692- 1.87% |
$42.9K - $47.4K
|
36.4K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-871- 17.27% |
$54K - $59.7K
|
4.17K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-925- 0.05% |
$57.4K - $63.4K
|
1.77M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-980- 11.42% |
$60.8K - $67.1K
|
7.6K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.25K- 2.46% |
$77.8K - $85.9K
|
49.6K
$3.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.29K- 17.32% |
$79.7K - $88K
|
6.13K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.48K- 3.91% |
$92.1K - $102K
|
36.4K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.08% |
$102K - $112K
|
38.5K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.99K- 23.03% |
$124K - $137K
|
6.67K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 7.29% |
$131K - $145K
|
26.8K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.4K- 3.62% |
$149K - $164K
|
63.9K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.61K- 13.79% |
$286K - $316K
|
28.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.42K- 1.69% |
$336K - $372K
|
315K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.86K- 15.65% |
$364K - $402K
|
31.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.99K- 37.66% |
$434K - $479K
|
11.6K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 6.58% |
$659K - $727K
|
151K
$9.68M
|