Purchases and Sales Made in Q4 2022 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
700K+ 12026.16% |
$40M - $46.3M
|
706K
$45.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
540KNew |
$30.8M - $35.7M
|
540K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
209K+ 18.04% |
$11.9M - $13.8M
|
1.37M
$87.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
97.4KNew |
$5.56M - $6.44M
|
97.4K
$6.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.1K+ 74.1% |
$3.72M - $4.31M
|
153K
$9.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.8K+ 73.25% |
$3.47M - $4.02M
|
144K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.4K+ 47.8% |
$3.16M - $3.66M
|
171K
$11M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
47.1KNew |
$2.69M - $3.11M
|
47.1K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
46.2KNew |
$2.64M - $3.05M
|
46.2K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.9K+ 11.43% |
$2.51M - $2.9M
|
427K
$27.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
41.8K+ 338.06% |
$2.39M - $2.77M
|
54.2K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.8K+ 133.76% |
$2.16M - $2.5M
|
66.1K
$4.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 108.59% |
$2.02M - $2.34M
|
68.1K
$4.36M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33.5K+ 246.43% |
$1.91M - $2.21M
|
47.1K
$3.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.8K+ 103.91% |
$1.82M - $2.1M
|
62.4K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 167.03% |
$1.74M - $2.01M
|
48.6K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.7K+ 23.21% |
$1.64M - $1.9M
|
152K
$9.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22K+ 11.78% |
$1.26M - $1.45M
|
209K
$13.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.8K+ 55.79% |
$1.25M - $1.44M
|
61K
$3.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
21.6KNew |
$1.23M - $1.43M
|
21.6K
$1.38M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
21.1K+ 26.43% |
$1.2M - $1.39M
|
101K
$6.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.3K+ 9.01% |
$1.16M - $1.34M
|
245K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 13.56% |
$1.07M - $1.24M
|
158K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.6K+ 144.64% |
$1.06M - $1.23M
|
31.5K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 17.28% |
$784K - $908K
|
93.2K
$5.97M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1KNew |
$746K - $864K
|
13.1K
$837K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
12.7KNew |
$725K - $840K
|
12.7K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.9KNew |
$680K - $787K
|
11.9K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.6KNew |
$607K - $703K
|
10.6K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6K+ 94.55% |
$606K - $702K
|
21.8K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.8KNew |
$503K - $582K
|
8.8K
$564K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.88KNew |
$450K - $521K
|
7.88K
$505K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.87KNew |
$449K - $520K
|
7.87K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.47K+ 12.01% |
$427K - $494K
|
69.7K
$4.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.67KNew |
$381K - $441K
|
6.67K
$427K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
6.25K+ 10.48% |
$357K - $413K
|
65.9K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.16KNew |
$352K - $408K
|
6.16K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.06KNew |
$346K - $401K
|
6.06K
$388K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.04K+ 349.65% |
$345K - $400K
|
7.77K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.02K+ 5.82% |
$286K - $332K
|
91.2K
$5.84M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.93KNew |
$282K - $326K
|
4.93K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$273K - $316K
|
4.78K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.5K+ 2.2% |
$257K - $298K
|
209K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.29K+ 14.85% |
$245K - $284K
|
33.2K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.17KNew |
$238K - $276K
|
4.17K
$267K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.7KNew |
$211K - $245K
|
3.7K
$237K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.66K+ 53.95% |
$209K - $242K
|
10.5K
$670K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.64K+ 19.87% |
$208K - $241K
|
22K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.39K+ 9.73% |
$193K - $224K
|
38.2K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.27KNew |
$187K - $216K
|
3.27K
$209K
|