Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.4K+ 405.61% |
$6.52M - $7.4M
|
66.6K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.6K+ 7.37% |
$6.18M - $7.01M
|
737K
$124M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.1K+ 2517.64% |
$5.51M - $6.25M
|
46.9K
$7.91M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
32.5KNew |
$3.96M - $4.5M
|
32.5K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
30.7K+ 16.67% |
$3.75M - $4.25M
|
215K
$36.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
22KNew |
$2.69M - $3.05M
|
22K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 13.87% |
$1.49M - $1.69M
|
100K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 81.61% |
$1.42M - $1.61M
|
25.9K
$4.38M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.7KNew |
$1.31M - $1.49M
|
10.7K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.44K+ 29.42% |
$1.15M - $1.31M
|
41.5K
$7M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
8.66K+ 4.93% |
$1.06M - $1.2M
|
184K
$31.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.12K+ 6.49% |
$991K - $1.12M
|
133K
$22.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.11K+ 46.65% |
$868K - $985K
|
22.3K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.35K+ 252.93% |
$653K - $741K
|
7.46K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.86K+ 271.7% |
$593K - $673K
|
6.65K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.6K+ 3.57% |
$562K - $637K
|
133K
$22.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.48K+ 7.76% |
$425K - $483K
|
48.4K
$8.16M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.02K+ 14.73% |
$369K - $419K
|
23.5K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87KNew |
$351K - $398K
|
2.87K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 6.15% |
$307K - $349K
|
43.4K
$7.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.31KNew |
$283K - $321K
|
2.31K
$390K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$281K - $319K
|
2.3K
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.25K+ 137.47% |
$275K - $312K
|
3.89K
$656K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 41.04% |
$268K - $304K
|
7.54K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 8.18% |
$257K - $291K
|
27.8K
$4.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.95KNew |
$238K - $270K
|
1.95K
$329K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.81KNew |
$221K - $251K
|
1.81K
$306K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.78KNew |
$217K - $247K
|
1.78K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.75KNew |
$213K - $242K
|
1.75K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.72K+ 62.73% |
$209K - $238K
|
4.45K
$751K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.61KNew |
$196K - $223K
|
1.61K
$271K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$190K - $216K
|
1.56K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$190K - $215K
|
1.55K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49KNew |
$181K - $206K
|
1.49K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 9.62% |
$175K - $199K
|
16.4K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 17.49% |
$165K - $187K
|
9.06K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.15K+ 3.86% |
$140K - $159K
|
30.9K
$5.21M
|
|
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
962+ 56.99% |
$118K - $133K
|
2.65K
$447K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
797+ 38.95% |
$97.4K - $110K
|
2.84K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
681New |
$83.2K - $94.4K
|
681
$115K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655New |
$80K - $90.8K
|
655
$111K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
604+ 7.32% |
$73.8K - $83.7K
|
8.85K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
581+ 7.16% |
$71K - $80.5K
|
8.7K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
530+ 13.59% |
$64.7K - $73.4K
|
4.43K
$748K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
486+ 607.5% |
$59.4K - $67.3K
|
566
$95.5K
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
480+ 25.44% |
$58.6K - $66.5K
|
2.37K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
475+ 6.69% |
$58K - $65.8K
|
7.57K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
453New |
$55.3K - $62.8K
|
453
$76.4K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
406+ 501.23% |
$49.6K - $56.3K
|
487
$82.2K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389New |
$47.5K - $53.9K
|
389
$65.6K
|