Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
317KNew |
$18.1M - $20.1M
|
317K
$20.3M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
212KNew |
$12.1M - $13.5M
|
212K
$13.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.2K+ 63.24% |
$4.4M - $4.89M
|
199K
$12.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45K+ 9.77% |
$2.56M - $2.85M
|
505K
$32.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
41.7KNew |
$2.38M - $2.64M
|
41.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37K+ 366.43% |
$2.11M - $2.35M
|
47.1K
$3.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
34KNew |
$1.94M - $2.16M
|
34K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 70.59% |
$628K - $698K
|
26.6K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
10.3KNew |
$588K - $653K
|
10.3K
$661K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10K+ 41.65% |
$570K - $634K
|
34K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.67KNew |
$438K - $486K
|
7.67K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.6KNew |
$434K - $482K
|
7.6K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.17KNew |
$352K - $391K
|
6.17K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.9K+ 70.63% |
$336K - $374K
|
14.2K
$913K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 157.21% |
$271K - $301K
|
7.78K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.69KNew |
$268K - $297K
|
4.69K
$301K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.15K+ 116.4% |
$237K - $263K
|
7.72K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.62KNew |
$206K - $229K
|
3.62K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.46KNew |
$197K - $219K
|
3.46K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.77K+ 170.12% |
$158K - $176K
|
4.4K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 9.84% |
$85.6K - $95.1K
|
16.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.32K+ 5.26% |
$75.5K - $83.8K
|
26.5K
$1.7M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
704New |
$40.2K - $44.6K
|
704
$45.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
589+ 1.48% |
$33.6K - $37.3K
|
40.5K
$2.59M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
560+ 4.09% |
$31.9K - $35.5K
|
14.2K
$913K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
510+ 0.81% |
$29.1K - $32.3K
|
63.9K
$4.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
417+ 1.8% |
$23.8K - $26.4K
|
23.6K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$22.8K - $25.3K
|
400
$25.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
389New |
$22.2K - $24.7K
|
389
$24.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
310+ 3.34% |
$17.7K - $19.6K
|
9.6K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
102+ 10.67% |
$5.82K - $6.46K
|
1.06K
$67.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
91New |
$5.19K - $5.77K
|
91
$5.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84+ 0.71% |
$4.79K - $5.32K
|
11.9K
$760K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
50+ 3.89% |
$2.85K - $3.17K
|
1.34K
$85.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$1.71K - $1.9K
|
30
$1.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$1.43K - $1.58K
|
25
$1.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$399 - $444
|
7
$449
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.5% |
$114 - $127
|
403
$25.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.53% |
$57 - $63.4
|
191
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$171 - $190
|
1
$64.1
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 0.29% |
$684 - $760
|
4.07K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-44- 2.21% |
$2.51K - $2.79K
|
1.95K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-201- 2.52% |
$11.5K - $12.7K
|
7.79K
$499K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-208- 1.96% |
$11.9K - $13.2K
|
10.4K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-256- 8.92% |
$14.6K - $16.2K
|
2.62K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 10.11% |
$14.9K - $16.6K
|
2.33K
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-264- 2.19% |
$15.1K - $16.7K
|
11.8K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-266- 7.4% |
$15.2K - $16.9K
|
3.33K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-270- 1.78% |
$15.4K - $17.1K
|
14.9K
$955K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-276- 9.27% |
$15.7K - $17.5K
|
2.7K
$173K
|