Purchases and Sales Made in Q3 2023 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.48% |
$60.3 - $64.6
|
211
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.01% |
$60.3 - $64.6
|
8.35K
$531K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.28% |
$483 - $516
|
2.87K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-23- 0.71% |
$1.39K - $1.48K
|
3.22K
$205K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 1.04% |
$3.02K - $3.23K
|
4.78K
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-80- 0.85% |
$4.83K - $5.16K
|
9.29K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 1.78% |
$5.73K - $6.13K
|
5.24K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 0.95% |
$6.46K - $6.91K
|
11.1K
$706K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-117- 4.32% |
$7.06K - $7.55K
|
2.59K
$165K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-189- 1.54% |
$11.4K - $12.2K
|
12.1K
$767K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 2.5% |
$12.1K - $12.9K
|
7.79K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-220- 4.43% |
$13.3K - $14.2K
|
4.75K
$302K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-267- 17.18% |
$16.1K - $17.2K
|
1.29K
$81.8K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-298- 3.99% |
$18K - $19.2K
|
7.18K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-332- 0.74% |
$20K - $21.4K
|
44.5K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-412- 2.07% |
$24.9K - $26.6K
|
19.5K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-420- 9.94% |
$25.3K - $27.1K
|
3.81K
$242K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-455- 2.91% |
$27.5K - $29.4K
|
15.2K
$964K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-499- 7.98% |
$30.1K - $32.2K
|
5.75K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-564- 1.12% |
$34K - $36.4K
|
49.6K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-728- 4.46% |
$43.9K - $47K
|
15.6K
$992K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-730- 9.14% |
$44K - $47.1K
|
7.26K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-770- 9.9% |
$46.5K - $49.7K
|
7.01K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-949- 5.0% |
$57.3K - $61.3K
|
18K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.05K- 19.92% |
$63.5K - $67.9K
|
4.23K
$269K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 6.6% |
$64.9K - $69.5K
|
15.2K
$968K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 8.51% |
$65.3K - $69.9K
|
11.6K
$740K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 25.7% |
$74.7K - $79.9K
|
3.58K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 3.83% |
$77K - $82.4K
|
32.1K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.35K- 27.25% |
$81.3K - $87K
|
3.6K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.38K- 2.4% |
$83.5K - $89.4K
|
56.2K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.55K- 9.25% |
$93.7K - $100K
|
15.2K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.18K- 35.11% |
$131K - $141K
|
4.03K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.31K- 34.53% |
$139K - $149K
|
4.37K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.75K- 5.14% |
$166K - $178K
|
50.8K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.92K- 41.86% |
$176K - $189K
|
4.06K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.45K- 49.16% |
$208K - $223K
|
3.57K
$227K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.78K- 55.57% |
$228K - $244K
|
3.02K
$192K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.11K- 27.47% |
$248K - $265K
|
10.9K
$690K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.68K- 39.66% |
$282K - $302K
|
7.12K
$452K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-5.45K- 7.32% |
$329K - $352K
|
68.9K
$4.38M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.57KClosed |
$336K - $359K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.21K- 26.62% |
$435K - $466K
|
19.9K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.15K- 1.95% |
$492K - $526K
|
409K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.26K- 84.77% |
$498K - $533K
|
1.48K
$94.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.6K- 97.74% |
$823K - $881K
|
315
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 28.69% |
$1.08M - $1.15M
|
44.4K
$2.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.2K- 21.59% |
$1.34M - $1.44M
|
80.7K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.5K- 24.0% |
$1.6M - $1.71M
|
83.9K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27.1K- 36.55% |
$1.64M - $1.75M
|
47.1K
$2.99M
|