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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
378New |
$46.3K - $53.9K
|
378
$55.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 15.25% |
$40.4K - $47K
|
2.49K
$366K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
285+ 0.1% |
$34.9K - $40.6K
|
276K
$40.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
254+ 0.23% |
$31.1K - $36.2K
|
113K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
254+ 2.89% |
$31.1K - $36.2K
|
9.06K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
254+ 4.69% |
$31.1K - $36.2K
|
5.67K
$832K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
236+ 1.68% |
$28.9K - $33.6K
|
14.3K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
212+ 4.03% |
$26K - $30.2K
|
5.47K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
203+ 4.9% |
$24.9K - $28.9K
|
4.35K
$639K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
199+ 41.29% |
$24.4K - $28.4K
|
681
$100K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
189+ 5.89% |
$23.1K - $26.9K
|
3.4K
$499K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
146New |
$17.9K - $20.8K
|
146
$21.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
145New |
$17.8K - $20.7K
|
145
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
137+ 1712.5% |
$16.8K - $19.5K
|
145
$21.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
90+ 1.26% |
$11K - $12.8K
|
7.23K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
69New |
$8.45K - $9.83K
|
69
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 0.4% |
$5.02K - $5.84K
|
10.4K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19+ 1.28% |
$2.33K - $2.71K
|
1.5K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.1K - $1.28K
|
9
$1.32K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $143
|
2.01K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.39% |
$122 - $143
|
73
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 1.11% |
$122 - $143
|
89
$13.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 0.78% |
$122 - $143
|
128
$18.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$122 - $143
|
7.68K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 9.09% |
$857 - $998
|
70
$10.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.22% |
$1.71K - $2K
|
6.49K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16- 0.68% |
$1.96K - $2.28K
|
2.35K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 2.48% |
$1.96K - $2.28K
|
628
$92.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 19.26% |
$3.18K - $3.71K
|
109
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-38- 0.88% |
$4.65K - $5.42K
|
4.3K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38- 0.62% |
$4.65K - $5.42K
|
6.13K
$900K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-46- 16.73% |
$5.63K - $6.56K
|
229
$33.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 0.82% |
$7.23K - $8.41K
|
7.12K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59- 0.67% |
$7.23K - $8.41K
|
8.72K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-62- 43.66% |
$7.59K - $8.84K
|
80
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.2% |
$8.33K - $9.69K
|
3.02K
$443K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-70- 3.75% |
$8.57K - $9.98K
|
1.8K
$264K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-72- 0.77% |
$8.82K - $10.3K
|
9.33K
$1.37M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-73- 4.54% |
$8.94K - $10.4K
|
1.54K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 6.98% |
$9.19K - $10.7K
|
1K
$147K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-82- 61.19% |
$10K - $11.7K
|
52
$7.64K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 1.18% |
$10.8K - $12.5K
|
7.37K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-88- 0.34% |
$10.8K - $12.5K
|
25.6K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 1.55% |
$10.9K - $12.7K
|
5.67K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-100- 5.4% |
$12.2K - $14.3K
|
1.75K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 6.92% |
$12.2K - $14.3K
|
1.35K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-118- 4.72% |
$14.5K - $16.8K
|
2.38K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-119- 2.06% |
$14.6K - $17K
|
5.66K
$831K
|