Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-506- 2.19% |
$54.5K - $61.2K
|
22.6K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-525- 3.48% |
$56.5K - $63.5K
|
14.6K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-530- 4.48% |
$57.1K - $64.1K
|
11.3K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-593- 8.87% |
$63.9K - $71.8K
|
6.09K
$905K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-633- 1.17% |
$68.2K - $76.6K
|
53.7K
$7.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-750- 26.27% |
$80.8K - $90.8K
|
2.11K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 1.03% |
$112K - $126K
|
99.4K
$14.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.52K- 7.77% |
$163K - $183K
|
18K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.86K- 1.53% |
$200K - $225K
|
119K
$17.8M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.98K- 18.27% |
$213K - $239K
|
8.85K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.01K- 47.01% |
$217K - $243K
|
2.27K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 1.23% |
$234K - $262K
|
174K
$25.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.2K- 38.05% |
$237K - $266K
|
3.58K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.45K- 27.4% |
$264K - $297K
|
6.5K
$965K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.62K- 17.28% |
$282K - $317K
|
12.5K
$1.86M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.74K- 14.74% |
$295K - $332K
|
15.9K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.89K- 2.17% |
$311K - $350K
|
130K
$19.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.93K- 25.19% |
$316K - $355K
|
8.71K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.14K- 80.44% |
$338K - $380K
|
764
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.33K- 0.79% |
$358K - $403K
|
419K
$62.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.05K- 12.96% |
$436K - $490K
|
27.2K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.16K- 47.75% |
$771K - $866K
|
7.83K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-8.75K- 7.14% |
$942K - $1.06M
|
114K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-9.74K- 19.98% |
$1.05M - $1.18M
|
39K
$5.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.3K- 5.73% |
$1.32M - $1.49M
|
202K
$30M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.4K- 99.29% |
$1.45M - $1.62M
|
96
$14.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14K- 9.96% |
$1.51M - $1.69M
|
126K
$18.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.3K- 73.61% |
$2.29M - $2.58M
|
7.63K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22K- 74.27% |
$2.37M - $2.67M
|
7.63K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.4K- 3.43% |
$2.63M - $2.95M
|
688K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-40.3K- 27.29% |
$4.35M - $4.88M
|
107K
$16M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-41.7K- 94.62% |
$4.49M - $5.05M
|
2.37K
$352K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46K- 5.13% |
$4.95M - $5.56M
|
849K
$126M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-52.9K- 99.82% |
$5.69M - $6.4M
|
94
$14K
|