Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
6.37K+ 3.27% |
$780K - $907K
|
201K
$28.8M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.44KNew |
$543K - $632K
|
4.44K
$635K
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.77K+ 3.01% |
$216K - $252K
|
60.5K
$8.66M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 1.16% |
$192K - $223K
|
137K
$19.6M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46KNew |
$178K - $207K
|
1.46K
$208K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
958+ 2.86% |
$117K - $137K
|
34.5K
$4.94M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$104K - $121K
|
850
$122K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
650+ 42.85% |
$79.6K - $92.6K
|
2.17K
$310K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
608+ 10.03% |
$74.5K - $86.6K
|
6.67K
$955K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
405+ 7.81% |
$49.6K - $57.7K
|
5.59K
$800K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 15.25% |
$40.4K - $47K
|
2.49K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
285+ 0.1% |
$34.9K - $40.6K
|
276K
$39.5M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
254+ 0.23% |
$31.1K - $36.2K
|
113K
$16.1M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
199+ 41.29% |
$24.4K - $28.4K
|
681
$97.5K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
189+ 5.89% |
$23.1K - $26.9K
|
3.4K
$486K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
90+ 1.26% |
$11K - $12.8K
|
7.23K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.1K - $1.28K
|
9
$1.29K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$448K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.39% |
$122 - $143
|
73
$10.5K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$122 - $143
|
7.68K
$1.1M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.22% |
$1.71K - $2K
|
6.49K
$929K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59- 0.67% |
$7.23K - $8.41K
|
8.72K
$1.25M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 6.98% |
$9.19K - $10.7K
|
1K
$143K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 6.92% |
$12.2K - $14.3K
|
1.35K
$193K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-119- 2.06% |
$14.6K - $17K
|
5.66K
$810K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-170- 4.45% |
$20.8K - $24.2K
|
3.65K
$523K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-199- 29.22% |
$24.4K - $28.4K
|
482
$69K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-216- 9.84% |
$26.5K - $30.8K
|
1.98K
$284K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-237- 3.22% |
$29K - $33.8K
|
7.12K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-323- 2.44% |
$39.6K - $46K
|
12.9K
$1.85M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-485- 18.47% |
$59.4K - $69.1K
|
2.14K
$307K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-744- 32.14% |
$91.1K - $106K
|
1.57K
$225K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-747- 1.47% |
$91.5K - $106K
|
50.2K
$7.18M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 12.21% |
$122K - $143K
|
7.19K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 1.85% |
$384K - $447K
|
166K
$23.8M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.72K- 61.65% |
$700K - $815K
|
3.56K
$509K
|