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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-65- 0.94% |
$6.76K - $8.41K
|
6.88K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-89- 0.5% |
$9.26K - $11.5K
|
17.9K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-91- 1.59% |
$9.47K - $11.8K
|
5.65K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-99- 5.25% |
$10.3K - $12.8K
|
1.79K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-102- 4.65% |
$10.6K - $13.2K
|
2.09K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-118- 1.87% |
$12.3K - $15.3K
|
6.2K
$939K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-124- 1.72% |
$12.9K - $16K
|
7.1K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124- 16.23% |
$12.9K - $16K
|
640
$96.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-125- 4.42% |
$13K - $16.2K
|
2.71K
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-134- 3.74% |
$13.9K - $17.3K
|
3.45K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-134- 1.71% |
$13.9K - $17.3K
|
7.71K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-135- 1.68% |
$14K - $17.5K
|
7.89K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-156- 24.88% |
$16.2K - $20.2K
|
471
$71.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-161- 2.43% |
$16.8K - $20.8K
|
6.46K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-168- 5.79% |
$17.5K - $21.7K
|
2.73K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-187- 3.07% |
$19.5K - $24.2K
|
5.91K
$894K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 4.98% |
$20.8K - $25.9K
|
3.82K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-206- 2.63% |
$21.4K - $26.6K
|
7.62K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-277- 1.02% |
$28.8K - $35.8K
|
26.9K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-290- 6.2% |
$30.2K - $37.5K
|
4.39K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-292- 37.63% |
$30.4K - $37.8K
|
484
$73.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-473- 1.3% |
$49.2K - $61.2K
|
35.9K
$5.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-498- 0.85% |
$51.8K - $64.4K
|
58.2K
$8.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-501- 0.29% |
$52.1K - $64.8K
|
174K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-506- 4.89% |
$52.7K - $65.5K
|
9.83K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-581- 9.38% |
$60.5K - $75.2K
|
5.61K
$850K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-604- 6.82% |
$62.9K - $78.1K
|
8.25K
$1.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-642- 5.69% |
$66.8K - $83K
|
10.6K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-694- 30.61% |
$72.2K - $89.8K
|
1.57K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-754- 7.32% |
$78.5K - $97.5K
|
9.55K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-792- 31.37% |
$82.4K - $102K
|
1.73K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-793- 4.59% |
$82.5K - $103K
|
16.5K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-834- 28.33% |
$86.8K - $108K
|
2.11K
$320K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-839- 8.48% |
$87.3K - $109K
|
9.05K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-858- 3.79% |
$89.3K - $111K
|
21.8K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-923- 15.15% |
$96.1K - $119K
|
5.17K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.23K- 22.69% |
$128K - $160K
|
4.2K
$637K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.24K- 37.97% |
$129K - $161K
|
2.03K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.25K- 0.18% |
$130K - $161K
|
687K
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 1.26% |
$131K - $163K
|
98.2K
$14.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.33K- 3.41% |
$138K - $172K
|
37.7K
$5.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.51K- 24.83% |
$157K - $195K
|
4.57K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.6K- 2.87% |
$271K - $337K
|
87.9K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.82K- 2.36% |
$293K - $365K
|
117K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.84K- 5.65% |
$295K - $367K
|
47.4K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.23K- 2.51% |
$336K - $417K
|
125K
$18.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.7K- 0.41% |
$385K - $479K
|
890K
$135M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.88K- 15.9% |
$404K - $502K
|
20.5K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-4.1K- 3.6% |
$426K - $530K
|
110K
$16.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-4.15K- 99.0% |
$432K - $537K
|
42
$6.36K
|