Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.04K+ 7.89% |
$29.8K - $36.3K
|
27.9K
$478K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.39% |
$29K - $35.4K
|
145K
$2.48M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.82K+ 15.49% |
$26.5K - $32.3K
|
13.6K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.59K+ 5.16% |
$23.2K - $28.3K
|
32.4K
$555K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879+ 3.17% |
$12.8K - $15.6K
|
28.6K
$489K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
739New |
$10.8K - $13.1K
|
739
$12.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
271New |
$3.95K - $4.82K
|
271
$4.64K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
158+ 11.67% |
$2.3K - $2.81K
|
1.51K
$25.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
72+ 5.55% |
$1.05K - $1.28K
|
1.37K
$23.4K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
24+ 0.2% |
$350 - $427
|
12.3K
$210K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.5% |
$117 - $142
|
1.6K
$27.3K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 2.38% |
$58.3 - $71.1
|
172
$2.94K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.6% |
$58.3 - $71.1
|
666
$11.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-77- 0.35% |
$1.12K - $1.37K
|
22K
$377K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-161- 1.32% |
$2.35K - $2.86K
|
12K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-161- 1.3% |
$2.35K - $2.86K
|
12.2K
$209K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-405- 21.14% |
$5.9K - $7.2K
|
1.51K
$25.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-479- 3.53% |
$6.98K - $8.52K
|
13.1K
$224K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-875- 26.12% |
$12.8K - $15.6K
|
2.48K
$42.3K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-936- 7.13% |
$13.6K - $16.6K
|
12.2K
$209K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 80.06% |
$14.6K - $17.8K
|
249
$4.26K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.17K- 12.16% |
$17K - $20.7K
|
8.43K
$144K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.28K- 28.78% |
$18.7K - $22.8K
|
3.17K
$54.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 74.79% |
$19.2K - $23.4K
|
443
$7.58K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.36K- 11.95% |
$19.9K - $24.2K
|
10K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 4.25% |
$21.2K - $25.8K
|
32.7K
$560K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.55K- 6.56% |
$22.6K - $27.6K
|
22.1K
$378K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.63K- 3.46% |
$23.8K - $29K
|
45.6K
$780K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.67K- 3.55% |
$24.3K - $29.7K
|
45.4K
$777K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2K- 9.41% |
$29.2K - $35.6K
|
19.3K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.14K- 10.33% |
$31.2K - $38K
|
18.6K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.27K- 2.41% |
$33.1K - $40.3K
|
92K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.48K- 10.81% |
$36.2K - $44.1K
|
20.5K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 5.68% |
$40.4K - $49.2K
|
46K
$787K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.28K- 12.45% |
$47.7K - $58.2K
|
23K
$394K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 23.61% |
$50.9K - $62K
|
11.3K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.87K- 5.39% |
$56.4K - $68.8K
|
67.9K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.02K- 16.02% |
$58.6K - $71.4K
|
21.1K
$360K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.62K- 10.79% |
$67.4K - $82.2K
|
38.2K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.85K- 20.77% |
$85.3K - $104K
|
22.3K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.35K- 14.13% |
$92.5K - $113K
|
38.6K
$660K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6.4K- 2.21% |
$93.4K - $114K
|
283K
$4.84M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-6.53K- 4.67% |
$95.2K - $116K
|
133K
$2.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6.75K- 30.07% |
$98.4K - $120K
|
15.7K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.44K- 37.25% |
$108K - $132K
|
12.5K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.56K- 15.49% |
$110K - $134K
|
41.3K
$706K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.74K- 29.35% |
$113K - $138K
|
18.6K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.75K- 88.94% |
$113K - $138K
|
963
$16.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.01K- 7.81% |
$131K - $160K
|
106K
$1.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.7K- 18.41% |
$157K - $191K
|
47.6K
$815K
|