Purchases and Sales Made in Q1 2025 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 2025. 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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21- 0.52% |
$2.76K - $3.38K
|
4.02K
$590K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-22- 0.66% |
$2.89K - $3.54K
|
3.34K
$490K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25- 0.32% |
$3.28K - $4.02K
|
7.81K
$1.15M
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-25- 0.17% |
$3.28K - $4.02K
|
15.1K
$2.22M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-50- 34.97% |
$6.56K - $8.04K
|
93
$13.7K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$6.56K - $8.04K
|
50
$7.35K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.15% |
$6.56K - $8.04K
|
32.6K
$4.78M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 5.0% |
$6.56K - $8.04K
|
950
$140K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-54- 3.0% |
$7.08K - $8.68K
|
1.74K
$256K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59- 2.47% |
$7.74K - $9.48K
|
2.33K
$342K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-70- 1.69% |
$9.18K - $11.3K
|
4.08K
$599K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-80- 2.86% |
$10.5K - $12.9K
|
2.72K
$399K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-86- 1.6% |
$11.3K - $13.8K
|
5.3K
$778K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-112- 0.68% |
$14.7K - $18K
|
16.3K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-116- 1.57% |
$15.2K - $18.6K
|
7.26K
$1.07M
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-116- 1.85% |
$15.2K - $18.6K
|
6.15K
$904K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 2.15% |
$16K - $19.6K
|
5.54K
$814K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 3.55% |
$16.3K - $19.9K
|
3.37K
$495K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-129- 2.46% |
$16.9K - $20.7K
|
5.11K
$750K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-135- 4.02% |
$17.7K - $21.7K
|
3.23K
$474K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-136- 17.75% |
$17.8K - $21.9K
|
630
$92.6K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-143- 7.26% |
$18.8K - $23K
|
1.83K
$268K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-150- 0.72% |
$19.7K - $24.1K
|
20.7K
$3.03M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-150- 0.66% |
$19.7K - $24.1K
|
22.4K
$3.29M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-159- 45.56% |
$20.9K - $25.6K
|
190
$27.9K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-195- 2.84% |
$25.6K - $31.3K
|
6.68K
$982K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-201- 35.26% |
$26.4K - $32.3K
|
369
$54.2K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-210- 4.39% |
$27.6K - $33.8K
|
4.57K
$671K
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-229- 9.42% |
$30K - $36.8K
|
2.2K
$323K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-246- 2.7% |
$32.3K - $39.5K
|
8.85K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-256- 6.4% |
$33.6K - $41.1K
|
3.74K
$550K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-269- 4.92% |
$35.3K - $43.2K
|
5.2K
$764K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-269- 3.38% |
$35.3K - $43.2K
|
7.69K
$1.13M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-279- 40.79% |
$36.6K - $44.8K
|
405
$59.5K
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-297- 2.89% |
$39K - $47.7K
|
9.97K
$1.47M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-298- 3.45% |
$39.1K - $47.9K
|
8.34K
$1.23M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-298- 4.05% |
$39.1K - $47.9K
|
7.06K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-359- 35.83% |
$47.1K - $57.7K
|
643
$94.5K
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-374- 5.68% |
$49.1K - $60.1K
|
6.21K
$912K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-378Closed |
$49.6K - $60.8K
|
0
$0
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-385- 42.97% |
$50.5K - $61.9K
|
511
$75.1K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-406- 0.52% |
$53.3K - $65.3K
|
77.9K
$11.4M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-428- 2.56% |
$56.2K - $68.8K
|
16.3K
$2.39M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-455- 3.76% |
$59.7K - $73.1K
|
11.6K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-456- 1.8% |
$59.8K - $73.3K
|
24.8K
$3.65M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 17.87% |
$62.6K - $76.7K
|
2.19K
$322K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-478- 11.74% |
$62.7K - $76.8K
|
3.6K
$528K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-499- 14.79% |
$65.5K - $80.2K
|
2.88K
$423K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-503- 3.32% |
$66K - $80.8K
|
14.6K
$2.15M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-676- 17.03% |
$88.7K - $109K
|
3.29K
$484K
|