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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-685- 6.91% |
$89.9K - $110K
|
9.23K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-751- 0.55% |
$98.5K - $121K
|
135K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-759- 21.45% |
$99.6K - $122K
|
2.78K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-770- 19.09% |
$101K - $124K
|
3.26K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-776- 10.81% |
$102K - $125K
|
6.41K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-879- 16.62% |
$115K - $141K
|
4.41K
$648K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-893- 18.02% |
$117K - $144K
|
4.06K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-983- 2.24% |
$129K - $158K
|
43K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 1.35% |
$131K - $161K
|
73K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 81.29% |
$132K - $162K
|
232
$34.1K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 18.78% |
$136K - $166K
|
4.48K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 24.37% |
$142K - $173K
|
3.35K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.09K- 16.15% |
$143K - $175K
|
5.64K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.11K- 43.32% |
$145K - $178K
|
1.45K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.16K- 3.67% |
$152K - $187K
|
30.5K
$4.48M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 25.93% |
$164K - $201K
|
3.58K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.27K- 16.79% |
$166K - $204K
|
6.28K
$923K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.96% |
$172K - $211K
|
43K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35KClosed |
$176K - $216K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 31.63% |
$182K - $223K
|
3K
$441K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.45KClosed |
$191K - $234K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.81K- 9.62% |
$238K - $292K
|
17K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.83K- 11.85% |
$240K - $294K
|
13.6K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 6.22% |
$274K - $336K
|
31.5K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.92K- 19.67% |
$383K - $470K
|
11.9K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.16K- 60.63% |
$414K - $508K
|
2.05K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.25K- 50.0% |
$426K - $522K
|
3.25K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.78K- 53.18% |
$496K - $608K
|
3.33K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.65K- 98.96% |
$610K - $747K
|
49
$7.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 4.68% |
$692K - $848K
|
108K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.34K- 39.14% |
$700K - $858K
|
8.3K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.4K- 52.94% |
$708K - $868K
|
4.8K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.74K- 20.07% |
$753K - $922K
|
22.9K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.86K- 57.82% |
$768K - $941K
|
4.27K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.92K- 77.96% |
$777K - $951K
|
1.67K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.01K- 4.61% |
$920K - $1.13M
|
145K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-8.68K- 31.79% |
$1.14M - $1.4M
|
18.6K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.27K- 5.72% |
$1.22M - $1.49M
|
153K
$22.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.1K- 58.16% |
$1.46M - $1.79M
|
8.01K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.8K- 37.49% |
$1.68M - $2.06M
|
21.4K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.7K- 3.1% |
$1.8M - $2.21M
|
429K
$63.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.8K- 16.18% |
$2.33M - $2.86M
|
92K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.8K- 3.13% |
$2.47M - $3.03M
|
583K
$85.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-34.2K- 25.27% |
$4.48M - $5.49M
|
101K
$14.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36.7K- 80.69% |
$4.82M - $5.91M
|
8.79K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-44.2K- 96.02% |
$5.8M - $7.1M
|
1.83K
$269K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58.4K- 71.02% |
$7.67M - $9.39M
|
23.8K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.5K- 11.06% |
$11.5M - $14.1M
|
703K
$103M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-120K- 60.38% |
$15.7M - $19.2M
|
78.5K
$11.5M
|