Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
796New |
$82.8K - $103K
|
796
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
746+ 1.27% |
$77.6K - $96.5K
|
59.7K
$9.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
668+ 2.13% |
$69.5K - $86.4K
|
32.1K
$4.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
660+ 41.85% |
$68.7K - $85.4K
|
2.24K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
651+ 8.72% |
$67.7K - $84.2K
|
8.12K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
642+ 19.7% |
$66.8K - $83K
|
3.9K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
475New |
$49.4K - $61.4K
|
475
$71.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
462+ 7.36% |
$48.1K - $59.8K
|
6.74K
$1.02M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
443New |
$46.1K - $57.3K
|
443
$67.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
336+ 0.63% |
$35K - $43.5K
|
54K
$8.18M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
304+ 2.21% |
$31.6K - $39.3K
|
14K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
300+ 7.19% |
$31.2K - $38.8K
|
4.47K
$677K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
252New |
$26.2K - $32.6K
|
252
$38.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
203+ 6.34% |
$21.1K - $26.3K
|
3.41K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
200+ 9.29% |
$20.8K - $25.9K
|
2.35K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
183+ 3.05% |
$19K - $23.7K
|
6.18K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
180New |
$18.7K - $23.3K
|
180
$27.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
175+ 2.35% |
$18.2K - $22.6K
|
7.62K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
173+ 4.82% |
$18K - $22.4K
|
3.76K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
148+ 1.02% |
$15.4K - $19.1K
|
14.7K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
119+ 1.44% |
$12.4K - $15.4K
|
8.36K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$11K - $13.7K
|
106
$16.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
105+ 2.82% |
$10.9K - $13.6K
|
3.83K
$580K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
97+ 0.91% |
$10.1K - $12.5K
|
10.7K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
96+ 1.82% |
$9.99K - $12.4K
|
5.37K
$813K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92+ 1.06% |
$9.57K - $11.9K
|
8.8K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
81New |
$8.43K - $10.5K
|
81
$12.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$7.28K - $9.06K
|
70
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56+ 0.94% |
$5.83K - $7.24K
|
6.01K
$909K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 11.11% |
$5.83K - $7.24K
|
560
$84.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.86% |
$5.1K - $6.34K
|
5.77K
$873K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
30+ 0.24% |
$3.12K - $3.88K
|
12.6K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 4.24% |
$2.81K - $3.49K
|
664
$101K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.94% |
$2.5K - $3.1K
|
2.58K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.13% |
$2.08K - $2.59K
|
15.9K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.11% |
$1.14K - $1.42K
|
10.4K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
9+ 0.29% |
$937 - $1.16K
|
3.15K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.2% |
$208 - $259
|
1K
$152K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $129
|
264
$40K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$104 - $129
|
2.02K
$306K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.34% |
$104 - $129
|
292
$44.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$104 - $129
|
428
$64.8K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$104 - $129
|
2.62K
$397K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.11% |
$1.56K - $1.94K
|
13.9K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-16- 0.62% |
$1.67K - $2.07K
|
2.56K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44- 1.35% |
$4.58K - $5.69K
|
3.21K
$486K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-49- 0.3% |
$5.1K - $6.34K
|
16.4K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-52- 1.23% |
$5.41K - $6.73K
|
4.17K
$631K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-52- 0.47% |
$5.41K - $6.73K
|
11.1K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 1.12% |
$6.35K - $7.89K
|
5.38K
$815K
|