Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
129K+ 144.13% |
$7.89M - $8.27M
|
219K
$14.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
74.2KNew |
$4.53M - $4.75M
|
74.2K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
60.1K+ 32.82% |
$3.67M - $3.85M
|
243K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
57.6KNew |
$3.52M - $3.69M
|
57.6K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.4K+ 179.83% |
$3.2M - $3.35M
|
81.5K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24K+ 1.64% |
$1.46M - $1.53M
|
1.48M
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3K+ 100.91% |
$872K - $914K
|
28.4K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 7.74% |
$845K - $885K
|
193K
$13.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 9.14% |
$821K - $860K
|
161K
$10.9M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 36.61% |
$656K - $688K
|
40.1K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7K+ 36.61% |
$656K - $688K
|
40.1K
$2.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.93KNew |
$546K - $572K
|
8.93K
$606K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
7.42KNew |
$453K - $475K
|
7.42K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.02KNew |
$429K - $449K
|
7.02K
$476K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.01K+ 41.24% |
$428K - $449K
|
24K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.81KNew |
$416K - $436K
|
6.81K
$462K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.68KNew |
$408K - $428K
|
6.68K
$453K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.23KNew |
$258K - $270K
|
4.23K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.39K+ 1.63% |
$207K - $217K
|
212K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$207K - $217K
|
3.38K
$230K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.25K+ 12.54% |
$199K - $208K
|
29.2K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.22KNew |
$196K - $206K
|
3.22K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.7K+ 4.63% |
$165K - $173K
|
61K
$4.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.54K+ 21.29% |
$155K - $163K
|
14.5K
$982K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.42K+ 2.35% |
$148K - $155K
|
105K
$7.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 16.96% |
$145K - $152K
|
16.3K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.26K+ 3.13% |
$138K - $144K
|
74.4K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 3.04% |
$96.5K - $101K
|
53.5K
$3.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.44K+ 5.5% |
$87.6K - $91.9K
|
27.5K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.28K+ 7.2% |
$77.9K - $81.6K
|
19K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
998+ 58.33% |
$61K - $63.9K
|
2.71K
$184K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
938+ 8.64% |
$57.3K - $60.1K
|
11.8K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
845+ 23.91% |
$51.6K - $54.1K
|
4.38K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
823+ 1.34% |
$50.3K - $52.7K
|
62.3K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
614+ 14.61% |
$37.5K - $39.3K
|
4.82K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
533+ 11.1% |
$32.6K - $34.1K
|
5.34K
$362K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
428+ 12.18% |
$26.1K - $27.4K
|
3.94K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
383+ 2.51% |
$23.4K - $24.5K
|
15.6K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
374+ 8.14% |
$22.8K - $23.9K
|
4.97K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
266+ 0.99% |
$16.2K - $17K
|
27.2K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
53+ 0.32% |
$3.24K - $3.39K
|
16.8K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
51New |
$3.12K - $3.27K
|
51
$3.46K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37+ 0.36% |
$2.26K - $2.37K
|
10.3K
$702K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$2.14K - $2.24K
|
35
$2.38K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
28+ 0.06% |
$1.71K - $1.79K
|
44.9K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17+ 0.37% |
$1.04K - $1.09K
|
4.63K
$314K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.18% |
$855 - $896
|
7.99K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.31% |
$611 - $640
|
3.25K
$220K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.39% |
$61.1 - $64
|
257
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$61.1 - $64
|
2
$136
|