Purchases and Sales Made in Q2 2023 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 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 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
341+ 4.44% |
$32.8K - $39.2K
|
8.03K
$1.22M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300+ 3.47% |
$28.9K - $34.5K
|
8.95K
$1.36M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
263New |
$25.3K - $30.3K
|
263
$39.8K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
174+ 3.8% |
$16.8K - $20K
|
4.76K
$721K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$14.4K - $17.3K
|
150
$22.7K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
134New |
$12.9K - $15.4K
|
134
$20.3K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 0.81% |
$9.15K - $10.9K
|
11.8K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 17.86% |
$8.66K - $10.4K
|
594
$90K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
65+ 3.4% |
$6.26K - $7.48K
|
1.98K
$299K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
65+ 3.11% |
$6.26K - $7.48K
|
2.15K
$326K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
60+ 3.35% |
$5.78K - $6.9K
|
1.85K
$281K
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
50+ 0.11% |
$4.81K - $5.75K
|
44.1K
$6.68M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
46New |
$4.43K - $5.29K
|
46
$6.97K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.14% |
$578 - $690
|
4.29K
$650K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$193 - $230
|
2.55K
$387K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.03% |
$193 - $230
|
6.69K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$96.3 - $115
|
2.41K
$365K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$96.3 - $115
|
3.2K
$485K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$96.3 - $115
|
1K
$151K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$96.3 - $115
|
3.14K
$475K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.45% |
$96.3 - $115
|
70
$10.6K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21- 1.01% |
$2.02K - $2.42K
|
2.05K
$311K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.33% |
$2.31K - $2.76K
|
1.78K
$270K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 1.12% |
$2.31K - $2.76K
|
2.11K
$320K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-41- 0.25% |
$3.95K - $4.72K
|
16.7K
$2.52M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 0.83% |
$4.81K - $5.75K
|
5.97K
$904K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-61- 2.71% |
$5.87K - $7.02K
|
2.19K
$332K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-75- 0.53% |
$7.22K - $8.63K
|
14.1K
$2.14M
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-86- 1.08% |
$8.28K - $9.89K
|
7.87K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-104- 0.21% |
$10K - $12K
|
48.7K
$7.38M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-106- 0.54% |
$10.2K - $12.2K
|
19.5K
$2.95M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-121- 66.85% |
$11.6K - $13.9K
|
60
$9.09K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-135- 1.87% |
$13K - $15.5K
|
7.07K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-163- 2.11% |
$15.7K - $18.8K
|
7.57K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-171- 0.13% |
$16.5K - $19.7K
|
133K
$20.2M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-177- 1.88% |
$17K - $20.4K
|
9.23K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-188- 1.78% |
$18.1K - $21.6K
|
10.4K
$1.57M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-191- 1.24% |
$18.4K - $22K
|
15.2K
$2.3M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-238- 7.48% |
$22.9K - $27.4K
|
2.94K
$446K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-253- 2.46% |
$24.4K - $29.1K
|
10K
$1.52M
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-286- 88.0% |
$27.5K - $32.9K
|
39
$5.91K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-287- 1.87% |
$27.6K - $33K
|
15.1K
$2.29M
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-308- 9.17% |
$29.7K - $35.4K
|
3.05K
$462K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-315- 4.28% |
$30.3K - $36.2K
|
7.04K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-325- 13.51% |
$31.3K - $37.4K
|
2.08K
$315K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-332- 2.45% |
$32K - $38.2K
|
13.2K
$2M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-366- 2.34% |
$35.2K - $42.1K
|
15.3K
$2.31M
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-386- 2.29% |
$37.2K - $44.4K
|
16.5K
$2.5M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-456- 9.98% |
$43.9K - $52.5K
|
4.11K
$623K
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-504- 14.0% |
$48.5K - $58K
|
3.1K
$469K
|