Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Fd Fi (FXL)

FXL Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q2 2023. 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
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
85K
+ 153.27%
$8.18M - $9.77M
140K $21.3M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
79.8K
New
$7.68M - $9.18M
79.8K $12.1M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
53K
New
$5.1M - $6.09M
53K $8.02M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
44.3K
+ 40.49%
$4.27M - $5.1M
154K $23.3M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
41.9K
+ 23.02%
$4.03M - $4.82M
224K $33.9M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
34.2K
+ 3.98%
$3.3M - $3.94M
895K $136M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
31.4K
+ 22.96%
$3.02M - $3.61M
168K $25.5M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
26.8K
+ 302.97%
$2.58M - $3.08M
35.7K $5.4M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
18.7K
+ 383.46%
$1.8M - $2.15M
23.6K $3.58M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
14.6K
+ 22.71%
$1.4M - $1.68M
78.8K $11.9M
Aug 14, 2023 Q2 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
12.5K
New
$1.2M - $1.43M
12.5K $1.89M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
9.33K
+ 178.33%
$898K - $1.07M
14.6K $2.21M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
7.17K
+ 91.7%
$690K - $825K
15K $2.27M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
6.99K
+ 4.96%
$673K - $804K
148K $22.4M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.64K
+ 19.18%
$542K - $648K
35K $5.3M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.56K
+ 20.63%
$535K - $639K
32.5K $4.92M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
5.37K
+ 216.0%
$517K - $618K
7.86K $1.19M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.06K
+ 19.31%
$487K - $582K
31.2K $4.73M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.8K
+ 243.28%
$462K - $552K
6.77K $1.03M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.7K
+ 67.62%
$452K - $540K
11.6K $1.76M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
4.28K
New
$412K - $492K
4.28K $648K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.18K
New
$403K - $481K
4.18K $633K
Jul 13, 2023 Q2 2023
Win Advisors, Inc

BUY
 -
3.76K
New
$362K - $433K
3.76K $570K
Jul 14, 2023 Q2 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
2.79K
+ 5.0%
$269K - $321K
58.6K $8.88M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.53K
+ 86.33%
$244K - $291K
5.47K $828K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.05K
New
$197K - $235K
2.05K $310K
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.02K
New
$195K - $232K
2.02K $306K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.98K
New
$191K - $228K
1.98K $300K
Jul 13, 2023 Q2 2023
Advisor Resource Council

BUY
 -
1.95K
New
$188K - $224K
1.95K $295K
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
1.93K
New
$186K - $222K
1.93K $292K
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
1.85K
New
$178K - $213K
1.85K $280K
Jul 17, 2023 Q2 2023
Papp L Roy & Associates

BUY
 -
1.84K
New
$177K - $212K
1.84K $279K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.82K
New
$175K - $209K
1.82K $275K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
1.8K
New
$174K - $208K
1.8K $273K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
1.8K
New
$173K - $207K
1.8K $273K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.79K
New
$173K - $206K
1.79K $271K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.78K
New
$172K - $205K
1.78K $270K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
1.78K
New
$171K - $205K
1.78K $269K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
1.29K
+ 15.33%
$124K - $149K
9.73K $1.47M
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
1.28K
+ 20.71%
$123K - $147K
7.45K $1.13M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
1.17K
+ 17.39%
$113K - $135K
7.9K $1.2M
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
1.14K
+ 36.77%
$109K - $131K
4.22K $640K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.07K
+ 23.6%
$103K - $124K
5.62K $852K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
796
New
$76.6K - $91.6K
796 $121K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
796
New
$76.6K - $91.6K
796 $121K
Jul 28, 2023 Q2 2023
Socha Financial Group, LLC

Corning, NY
BUY
 -
780
+ 2.18%
$75.1K - $89.7K
36.6K $5.54M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
628
+ 12.59%
$60.5K - $72.2K
5.62K $851K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
354
+ 6.06%
$34.1K - $40.7K
6.2K $939K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
349
+ 3.39%
$33.6K - $40.1K
10.7K $1.61M

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