Purchases and Sales Made in Q1 2025 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q1 2025. 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 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
115KNew |
$7.21M - $7.59M
|
115K
$7.31M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.3KNew |
$2.14M - $2.26M
|
34.3K
$2.17M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.8K+ 2350.43% |
$1.55M - $1.64M
|
25.9K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.3K+ 162.63% |
$1.39M - $1.47M
|
36K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 17.5% |
$1.05M - $1.11M
|
113K
$7.18M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15K+ 12407.44% |
$939K - $989K
|
15.1K
$960K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
12.7KNew |
$793K - $834K
|
12.7K
$804K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.56K+ 2433.33% |
$598K - $630K
|
9.96K
$632K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.17KNew |
$573K - $604K
|
9.17K
$581K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.95K+ 5.41% |
$560K - $589K
|
174K
$11.1M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.84KNew |
$490K - $516K
|
7.84K
$497K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.4K+ 16.5% |
$275K - $290K
|
31K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.36KNew |
$273K - $287K
|
4.36K
$276K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$229K - $241K
|
3.66K
$232K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.46K+ 200.0% |
$154K - $162K
|
3.69K
$234K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.16K+ 53.38% |
$135K - $142K
|
6.21K
$394K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.24K+ 41433.33% |
$77.8K - $81.9K
|
1.25K
$79K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 6.44% |
$70K - $73.7K
|
18.5K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
724+ 9.23% |
$45.3K - $47.7K
|
8.57K
$544K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
701+ 9.0% |
$43.9K - $46.2K
|
8.49K
$539K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
691+ 30.53% |
$43.2K - $45.5K
|
2.95K
$187K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
669+ 2.99% |
$41.9K - $44.1K
|
23K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
566+ 2.15% |
$35.4K - $37.3K
|
26.9K
$1.71M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
555New |
$34.7K - $36.5K
|
555
$35.2K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 2.99% |
$31.3K - $32.9K
|
17.2K
$1.09M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
477+ 4.42% |
$29.8K - $31.4K
|
11.3K
$715K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
311+ 1.83% |
$19.5K - $20.5K
|
17.3K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175+ 13.53% |
$10.9K - $11.5K
|
1.47K
$93.1K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
149New |
$9.32K - $9.81K
|
149
$9.45K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
46+ 1.3% |
$2.88K - $3.03K
|
3.57K
$227K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
40+ 0.46% |
$2.5K - $2.63K
|
8.66K
$549K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$1.75K - $1.84K
|
28
$1.78K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18+ 0.07% |
$1.13K - $1.19K
|
27.5K
$1.74M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11+ 0.18% |
$688 - $724
|
6.04K
$383K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$250 - $263
|
6.66K
$422K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.43% |
$188 - $198
|
703
$44.6K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2+ 0.06% |
$125 - $132
|
3.13K
$199K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.11% |
$125 - $132
|
1.89K
$120K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.69% |
$62.6 - $65.9
|
145
$9.2K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$62.6 - $65.9
|
217
$13.8K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.39% |
$62.6 - $65.9
|
257
$16.3K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.02% |
$62.6 - $65.9
|
4.2K
$266K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 16.67% |
$250 - $263
|
20
$1.27K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18- 0.33% |
$1.13K - $1.19K
|
5.51K
$349K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19- 0.15% |
$1.19K - $1.25K
|
13K
$824K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58- 3.2% |
$3.63K - $3.82K
|
1.75K
$111K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-72- 23.23% |
$4.5K - $4.74K
|
238
$15.1K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-78- 39.0% |
$4.88K - $5.14K
|
122
$7.74K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-106- 3.3% |
$6.63K - $6.98K
|
3.11K
$197K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-126- 0.84% |
$7.88K - $8.3K
|
14.9K
$944K
|