Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
67.8K+ 67.15% |
$7.82M - $10.7M
|
169K
$26.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$782K - $1.07M
|
6.79K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.13K+ 6.68% |
$707K - $964K
|
97.9K
$15.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4.43K+ 141.44% |
$510K - $697K
|
7.56K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.66K+ 3.59% |
$422K - $576K
|
106K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.47KNew |
$169K - $231K
|
1.47K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46KNew |
$168K - $229K
|
1.46K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.41KNew |
$163K - $222K
|
1.41K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.4KNew |
$161K - $220K
|
1.4K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.39KNew |
$160K - $218K
|
1.39K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.38KNew |
$159K - $217K
|
1.38K
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.35KNew |
$156K - $213K
|
1.35K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.34KNew |
$154K - $210K
|
1.34K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$154K - $210K
|
1.34K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.31KNew |
$150K - $205K
|
1.31K
$208K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.29KNew |
$148K - $203K
|
1.29K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
971+ 0.72% |
$112K - $153K
|
136K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
865New |
$99.7K - $136K
|
865
$138K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
776+ 0.72% |
$89.5K - $122K
|
108K
$17.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
760New |
$87.6K - $120K
|
760
$121K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
750+ 22.98% |
$86.5K - $118K
|
4.01K
$639K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
699+ 11.13% |
$80.6K - $110K
|
6.98K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
692New |
$79.8K - $109K
|
692
$110K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
607New |
$70K - $95.5K
|
607
$96.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
535+ 5.69% |
$61.7K - $84.2K
|
9.94K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
526New |
$60.6K - $82.8K
|
526
$83.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
506New |
$58.3K - $79.6K
|
506
$80.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
438New |
$50.5K - $68.9K
|
438
$69.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
402+ 252.83% |
$46.3K - $63.3K
|
561
$89.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
388+ 12.93% |
$44.7K - $61.1K
|
3.39K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
301+ 1.48% |
$34.7K - $47.4K
|
20.6K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
205New |
$23.6K - $32.3K
|
205
$32.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
189+ 3.11% |
$21.8K - $29.7K
|
6.26K
$997K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
186New |
$21.4K - $29.3K
|
186
$29.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 1.15% |
$17.1K - $23.3K
|
13K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$15.3K - $20.9K
|
133
$21.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118New |
$13.6K - $18.6K
|
118
$18.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.95% |
$5.88K - $8.03K
|
5.43K
$865K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40New |
$4.61K - $6.29K
|
40
$6.37K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$115 - $157
|
16.3K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.08% |
$115 - $157
|
1.33K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.08% |
$461 - $629
|
4.89K
$778K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15- 0.64% |
$1.73K - $2.36K
|
2.31K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-15- 0.34% |
$1.73K - $2.36K
|
4.44K
$707K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.45% |
$2.31K - $3.15K
|
4.46K
$710K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.38% |
$2.31K - $3.15K
|
5.28K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21- 0.52% |
$2.42K - $3.3K
|
4.04K
$644K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-22- 4.31% |
$2.54K - $3.46K
|
489
$77.9K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.32% |
$4.61K - $6.29K
|
3K
$477K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 15.77% |
$5.07K - $6.92K
|
235
$37.4K
|