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 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-937- 7.85% |
$108K - $147K
|
11K
$1.86M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.03K- 22.45% |
$118K - $161K
|
3.54K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 32.96% |
$136K - $186K
|
2.4K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.28K- 88.39% |
$147K - $201K
|
168
$28.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.29K- 39.11% |
$148K - $203K
|
2.01K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.32K- 7.77% |
$153K - $208K
|
15.7K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.34K- 37.33% |
$155K - $211K
|
2.25K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.36K- 3.98% |
$156K - $213K
|
32.8K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-2.23K- 11.98% |
$257K - $351K
|
16.4K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.28K- 56.77% |
$263K - $359K
|
1.74K
$293K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 53.81% |
$285K - $389K
|
2.12K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-3.13K- 50.43% |
$361K - $493K
|
3.08K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.18K- 14.83% |
$366K - $500K
|
18.2K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.44K- 0.8% |
$397K - $542K
|
426K
$71.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.85K- 48.09% |
$444K - $606K
|
4.16K
$701K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.76K- 5.17% |
$549K - $749K
|
87.3K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.82K- 7.12% |
$555K - $758K
|
62.8K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.3K- 5.44% |
$957K - $1.31M
|
144K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-10K- 12.75% |
$1.15M - $1.58M
|
68.5K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.5K- 12.73% |
$2.13M - $2.91M
|
127K
$21.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-20K- 96.97% |
$2.31M - $3.15M
|
626
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 14.85% |
$2.7M - $3.69M
|
134K
$22.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-43.9K- 97.49% |
$5.06M - $6.91M
|
1.13K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 49.32% |
$5.67M - $7.74M
|
50.6K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.5K- 9.53% |
$6.4M - $8.74M
|
528K
$89M
|