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 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
234New |
$28.6K - $32.4K
|
234
$34.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
231+ 11.2% |
$28.2K - $32K
|
2.29K
$342K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
210+ 8.01% |
$25.7K - $29.1K
|
2.83K
$422K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
172+ 0.96% |
$21K - $23.8K
|
18.1K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
172+ 1.75% |
$21K - $23.8K
|
10K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168+ 4.0% |
$20.5K - $23.3K
|
4.37K
$651K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
151+ 1.81% |
$18.4K - $20.9K
|
8.51K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
134New |
$16.4K - $18.6K
|
134
$20K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
120+ 5.93% |
$14.7K - $16.6K
|
2.14K
$319K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
111+ 1.41% |
$13.6K - $15.4K
|
8.01K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111New |
$13.6K - $15.4K
|
111
$16.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70New |
$8.55K - $9.7K
|
70
$10.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
68+ 0.43% |
$8.31K - $9.42K
|
15.8K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 2.68% |
$7.33K - $8.31K
|
2.3K
$342K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
44+ 0.27% |
$5.37K - $6.1K
|
16.1K
$2.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43New |
$5.25K - $5.96K
|
43
$6.4K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
25+ 0.42% |
$3.05K - $3.46K
|
5.95K
$886K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
17+ 0.07% |
$2.08K - $2.36K
|
22.8K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$1.94K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$1.34K - $1.52K
|
11
$1.64K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.07% |
$855 - $970
|
10.7K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
5+ 0.29% |
$611 - $693
|
1.72K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.13% |
$489 - $554
|
3.13K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$366 - $416
|
5.91K
$880K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.99% |
$122 - $139
|
102
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.72% |
$122 - $139
|
59
$8.79K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.1% |
$366 - $416
|
2.89K
$430K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 1.52% |
$366 - $416
|
195
$29K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.09% |
$489 - $554
|
4.47K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-5- 0.03% |
$611 - $693
|
16.3K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 0.28% |
$1.83K - $2.08K
|
5.36K
$798K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-16- 0.51% |
$1.95K - $2.22K
|
3.13K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-17- 3.84% |
$2.08K - $2.36K
|
426
$63.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-20- 0.29% |
$2.44K - $2.77K
|
6.86K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 1.78% |
$2.44K - $2.77K
|
1.1K
$164K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22- 0.86% |
$2.69K - $3.05K
|
2.53K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-30- 71.43% |
$3.66K - $4.16K
|
12
$1.79K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-30- 1.11% |
$3.66K - $4.16K
|
2.68K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-46- 1.01% |
$5.62K - $6.37K
|
4.52K
$673K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 71.43% |
$6.11K - $6.93K
|
20
$2.98K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-50- 0.97% |
$6.11K - $6.93K
|
5.09K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-51- 28.33% |
$6.23K - $7.07K
|
129
$19.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 17.21% |
$7.08K - $8.04K
|
279
$41.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-60- 0.1% |
$7.33K - $8.31K
|
58.1K
$8.66M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.77% |
$9.77K - $11.1K
|
10.3K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-85- 0.52% |
$10.4K - $11.8K
|
16.3K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-86- 2.49% |
$10.5K - $11.9K
|
3.36K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-100- 1.33% |
$12.2K - $13.9K
|
7.42K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-115- 12.0% |
$14K - $15.9K
|
843
$126K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-149- 2.31% |
$18.2K - $20.6K
|
6.31K
$940K
|