Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FIRST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.3K+ 328.68% |
$3.52M - $3.92M
|
74.7K
$4.79M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.5K+ 10.38% |
$2.12M - $2.36M
|
366K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.6KNew |
$2.07M - $2.3M
|
33.6K
$2.15M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
22.4K+ 53.69% |
$1.38M - $1.53M
|
64.1K
$4.11M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 4.32% |
$1.22M - $1.36M
|
480K
$30.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14KNew |
$865K - $962K
|
14K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$637K - $709K
|
10.4K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.06KNew |
$557K - $620K
|
9.06K
$580K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.89K+ 11.66% |
$486K - $540K
|
75.6K
$4.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.89KNew |
$486K - $540K
|
7.89K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.87KNew |
$423K - $470K
|
6.87K
$440K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.41K+ 136.62% |
$395K - $439K
|
11.1K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.94KNew |
$366K - $407K
|
5.94K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.74KNew |
$354K - $393K
|
5.74K
$368K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.54KNew |
$341K - $379K
|
5.54K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
5.02K+ 8.0% |
$309K - $344K
|
67.7K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$276K - $307K
|
4.48K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.77KNew |
$232K - $258K
|
3.77K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.76KNew |
$232K - $258K
|
3.76K
$241K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41KNew |
$210K - $233K
|
3.41K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.25K+ 34.35% |
$200K - $223K
|
12.7K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.92KNew |
$180K - $200K
|
2.92K
$187K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.2K+ 3.45% |
$135K - $151K
|
66.1K
$4.23M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 3.2% |
$73.2K - $81.4K
|
38.3K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.11K+ 8.04% |
$68.5K - $76.2K
|
14.9K
$958K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
718+ 5.25% |
$44.2K - $49.2K
|
14.4K
$923K
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
399+ 3.83% |
$24.6K - $27.3K
|
10.8K
$693K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$12.4K - $13.8K
|
201
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
158+ 1.11% |
$9.73K - $10.8K
|
14.4K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145+ 0.55% |
$8.93K - $9.93K
|
26.5K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 52.19% |
$8.8K - $9.79K
|
417
$26.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
128+ 0.57% |
$7.88K - $8.77K
|
22.6K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
95+ 3.52% |
$5.85K - $6.51K
|
2.8K
$179K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
72+ 6.81% |
$4.43K - $4.93K
|
1.13K
$72.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
27+ 2.02% |
$1.66K - $1.85K
|
1.36K
$87.4K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22+ 0.34% |
$1.35K - $1.51K
|
6.53K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.95% |
$123 - $137
|
213
$13.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.39% |
$61.6 - $68.5
|
258
$16.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 9.52% |
$616 - $685
|
95
$6.09K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13- 0.14% |
$800 - $890
|
9.59K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23- 0.49% |
$1.42K - $1.58K
|
4.66K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-44- 0.69% |
$2.71K - $3.01K
|
6.31K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50- 0.76% |
$3.08K - $3.42K
|
6.53K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50- 1.16% |
$3.08K - $3.42K
|
4.27K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 13.36% |
$3.69K - $4.11K
|
389
$24.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-85- 17.93% |
$5.23K - $5.82K
|
389
$24.9K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 2.46% |
$6.16K - $6.85K
|
3.96K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-115- 0.34% |
$7.08K - $7.88K
|
33.9K
$2.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120- 2.95% |
$7.39K - $8.22K
|
3.95K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-151- 37.47% |
$9.3K - $10.3K
|
252
$16.2K
|