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 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
438New |
$50.5K - $68.9K
|
438
$73.9K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
427New |
$49.2K - $67.2K
|
427
$72K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
402+ 252.83% |
$46.3K - $63.3K
|
561
$94.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
388+ 12.93% |
$44.7K - $61.1K
|
3.39K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
359+ 55.83% |
$41.4K - $56.5K
|
1K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314New |
$36.2K - $49.4K
|
314
$53K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
301+ 1.48% |
$34.7K - $47.4K
|
20.6K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
232New |
$26.7K - $36.5K
|
232
$39.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
205New |
$23.6K - $32.3K
|
205
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 7.94% |
$21.9K - $29.9K
|
2.58K
$436K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
189+ 3.11% |
$21.8K - $29.7K
|
6.26K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
186New |
$21.4K - $29.3K
|
186
$31.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 1.15% |
$17.1K - $23.3K
|
13K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
146+ 2.59% |
$16.8K - $23K
|
5.79K
$977K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
135New |
$15.6K - $21.2K
|
135
$22.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$15.3K - $20.9K
|
133
$22.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 19.37% |
$14.1K - $19.2K
|
752
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118New |
$13.6K - $18.6K
|
118
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104+ 3.1% |
$12K - $16.4K
|
3.46K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77+ 4.6% |
$8.88K - $12.1K
|
1.75K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62+ 1.17% |
$7.15K - $9.76K
|
5.36K
$904K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.95% |
$5.88K - $8.03K
|
5.43K
$916K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
50New |
$5.76K - $7.87K
|
50
$8.44K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43New |
$4.96K - $6.77K
|
43
$7.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40New |
$4.61K - $6.29K
|
40
$6.75K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
38+ 2.3% |
$4.38K - $5.98K
|
1.69K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 1.05% |
$4.03K - $5.51K
|
3.38K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5New |
$576 - $787
|
5
$844
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$115 - $157
|
1
$169
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$115 - $157
|
16.3K
$2.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$115 - $157
|
11.7K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.08% |
$115 - $157
|
1.33K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.02% |
$231 - $315
|
11.6K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.08% |
$461 - $629
|
4.89K
$825K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.14% |
$692 - $944
|
4.4K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-15- 0.34% |
$1.73K - $2.36K
|
4.44K
$749K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15- 0.64% |
$1.73K - $2.36K
|
2.31K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-16- 0.67% |
$1.84K - $2.52K
|
2.36K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.45% |
$2.31K - $3.15K
|
4.46K
$752K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.38% |
$2.31K - $3.15K
|
5.28K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-20- 0.12% |
$2.31K - $3.15K
|
16.2K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-21- 1.35% |
$2.42K - $3.3K
|
1.53K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21- 0.52% |
$2.42K - $3.3K
|
4.04K
$682K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-22- 4.31% |
$2.54K - $3.46K
|
489
$82.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-39- 0.76% |
$4.5K - $6.14K
|
5.07K
$855K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.32% |
$4.61K - $6.29K
|
3K
$505K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 15.77% |
$5.07K - $6.92K
|
235
$39.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-46- 1.74% |
$5.3K - $7.24K
|
2.59K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-46- 0.49% |
$5.3K - $7.24K
|
9.29K
$1.57M
|