Purchases and Sales Made in Q4 2021 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
118KNew |
$6.67M - $7.33M
|
118K
$7.59M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.4K+ 11.84% |
$2.67M - $2.93M
|
447K
$28.7M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 25.15% |
$1.46M - $1.61M
|
129K
$8.29M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
14.9KNew |
$842K - $925K
|
14.9K
$958K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.2K+ 6.62% |
$745K - $818K
|
213K
$13.6M
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
13KNew |
$732K - $804K
|
13K
$832K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8K+ 90.18% |
$668K - $733K
|
25K
$1.6M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
8.96KNew |
$505K - $555K
|
8.96K
$574K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.41KNew |
$418K - $459K
|
7.41K
$475K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.7KNew |
$378K - $415K
|
6.7K
$430K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.64KNew |
$374K - $411K
|
6.64K
$425K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
5.18K+ 20.14% |
$292K - $321K
|
30.9K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.4K+ 3.81% |
$248K - $273K
|
120K
$7.69M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.39KNew |
$248K - $272K
|
4.39K
$282K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.67KNew |
$207K - $227K
|
3.67K
$235K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.47KNew |
$195K - $215K
|
3.47K
$222K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.38KNew |
$190K - $209K
|
3.38K
$217K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.76K+ 2.02% |
$156K - $171K
|
139K
$8.93M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.26KNew |
$127K - $140K
|
2.26K
$145K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.99K+ 5.61% |
$112K - $123K
|
37.4K
$2.4M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.8K+ 2.36% |
$102K - $112K
|
78.2K
$5.01M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.76K+ 5.51% |
$99.2K - $109K
|
33.7K
$2.16M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64K+ 3.6% |
$92.5K - $102K
|
47.2K
$3.02M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.45K+ 32.92% |
$81.6K - $89.6K
|
5.84K
$374K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 19.98% |
$78.7K - $86.5K
|
8.39K
$538K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25K+ 8.11% |
$70.4K - $77.3K
|
16.6K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
981+ 10.76% |
$55.3K - $60.7K
|
10.1K
$648K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
900New |
$50.7K - $55.7K
|
900
$57.7K
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
895+ 0.62% |
$50.4K - $55.4K
|
145K
$9.31M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
785New |
$44.2K - $48.6K
|
785
$50.3K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
784New |
$44.2K - $48.5K
|
784
$50.3K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
705+ 6.54% |
$39.7K - $43.6K
|
11.5K
$736K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
608+ 1.55% |
$34.3K - $37.6K
|
39.9K
$2.56M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
536+ 62.25% |
$30.2K - $33.2K
|
1.4K
$89.5K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
430New |
$24.2K - $26.6K
|
430
$27.6K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
355+ 4.25% |
$20K - $22K
|
8.7K
$558K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300New |
$16.9K - $18.6K
|
300
$19.2K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
208+ 2.28% |
$11.7K - $12.9K
|
9.35K
$599K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200New |
$11.3K - $12.4K
|
200
$12.8K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
177+ 0.6% |
$9.98K - $11K
|
29.5K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
144+ 0.66% |
$8.12K - $8.92K
|
21.8K
$1.4M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138+ 5.23% |
$7.78K - $8.54K
|
2.78K
$178K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103New |
$5.81K - $6.38K
|
103
$6.6K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$5.64K - $6.19K
|
100
$6.41K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 35.0% |
$3.95K - $4.33K
|
270
$17.3K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36+ 0.25% |
$2.03K - $2.23K
|
14.5K
$929K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
35New |
$1.97K - $2.17K
|
35
$2.24K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30New |
$1.69K - $1.86K
|
30
$1.92K
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
6+ 0.92% |
$338 - $371
|
656
$42K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.04% |
$282 - $310
|
13.7K
$878K
|