Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
273+ 13.05% |
$33.7K - $37.2K
|
2.37K
$364K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
267+ 6.76% |
$33K - $36.4K
|
4.22K
$650K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
258+ 3.48% |
$31.9K - $35.2K
|
7.68K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
256+ 14.65% |
$31.6K - $34.9K
|
2K
$309K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
232+ 1.73% |
$28.7K - $31.6K
|
13.6K
$2.1M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
196+ 2.59% |
$24.2K - $26.7K
|
7.77K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
195+ 1.21% |
$24.1K - $26.6K
|
16.3K
$2.51M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
188+ 2.35% |
$23.2K - $25.6K
|
8.19K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
186+ 3.66% |
$23K - $25.3K
|
5.27K
$812K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
158+ 6.89% |
$19.5K - $21.5K
|
2.45K
$378K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
138+ 7.62% |
$17K - $18.8K
|
1.95K
$300K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
118+ 4.95% |
$14.6K - $16.1K
|
2.5K
$385K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
114+ 2.24% |
$14.1K - $15.5K
|
5.21K
$802K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.9% |
$9.64K - $10.6K
|
8.78K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 0.77% |
$8.89K - $9.81K
|
9.41K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 0.68% |
$8.65K - $9.54K
|
10.4K
$1.6M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
67New |
$8.28K - $9.13K
|
67
$10.3K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
63+ 1.08% |
$7.78K - $8.58K
|
5.91K
$911K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 35.0% |
$4.32K - $4.77K
|
135
$20.8K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
34New |
$4.2K - $4.63K
|
34
$5.24K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
18+ 14.4% |
$2.22K - $2.45K
|
143
$22K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$1.73K - $1.91K
|
14
$2.16K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.91% |
$1.24K - $1.36K
|
1.11K
$171K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.41% |
$124 - $136
|
72
$11.1K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3- 0.07% |
$371 - $409
|
4.52K
$696K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 9.8% |
$1.24K - $1.36K
|
92
$14.2K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 0.06% |
$1.24K - $1.36K
|
16.3K
$2.52M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 3.01% |
$2.47K - $2.73K
|
644
$99.2K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 8.33% |
$3.09K - $3.41K
|
275
$42.4K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-30- 0.21% |
$3.71K - $4.09K
|
14.1K
$2.17M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-53- 1.01% |
$6.55K - $7.22K
|
5.19K
$799K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-54- 2.6% |
$6.67K - $7.36K
|
2.02K
$311K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-65- 0.49% |
$8.03K - $8.86K
|
13.3K
$2.04M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-70- 1.98% |
$8.65K - $9.54K
|
3.46K
$533K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-75- 3.69% |
$9.27K - $10.2K
|
1.96K
$301K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-85- 1.42% |
$10.5K - $11.6K
|
5.92K
$912K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-88- 0.95% |
$10.9K - $12K
|
9.19K
$1.41M
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-88- 3.05% |
$10.9K - $12K
|
2.8K
$431K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$12.4K - $13.6K
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-110- 0.69% |
$13.6K - $15K
|
15.8K
$2.43M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-112- 2.52% |
$13.8K - $15.3K
|
4.34K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-115- 8.49% |
$14.2K - $15.7K
|
1.24K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130- 4.52% |
$16.1K - $17.7K
|
2.74K
$423K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-133- 5.79% |
$16.4K - $18.1K
|
2.16K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140- 94.59% |
$17.3K - $19.1K
|
8
$1.23K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-145- 4.49% |
$17.9K - $19.8K
|
3.09K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 2.38% |
$18.5K - $20.4K
|
6.16K
$949K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-150- 1.32% |
$18.5K - $20.4K
|
11.2K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 0.46% |
$19.6K - $21.7K
|
34.4K
$5.3M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 2.76% |
$22.1K - $24.4K
|
6.32K
$973K
|