Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
171+ 4.22% |
$2.69K - $3.2K
|
4.22K
$71.2K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
125+ 0.27% |
$1.97K - $2.34K
|
47.2K
$796K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 1.02% |
$1.78K - $2.12K
|
11.2K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
83New |
$1.31K - $1.55K
|
83
$1.4K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
83New |
$1.31K - $1.55K
|
83
$1.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$613 - $730
|
39
$658
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
21+ 0.21% |
$330 - $393
|
10.1K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.06% |
$110 - $131
|
12.3K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 3.51% |
$62.9 - $74.9
|
118
$1.99K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.12% |
$31.5 - $37.5
|
1.61K
$27.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 1.96% |
$110 - $131
|
350
$5.91K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10- 3.29% |
$157 - $187
|
294
$4.96K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 3.26% |
$267 - $318
|
504
$8.51K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-27- 8.04% |
$425 - $506
|
309
$5.22K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 7.02% |
$944 - $1.12K
|
795
$13.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-86- 23.69% |
$1.35K - $1.61K
|
277
$4.68K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-239- 2.22% |
$3.76K - $4.48K
|
10.5K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-261- 2.04% |
$4.11K - $4.89K
|
12.5K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-349- 2.19% |
$5.49K - $6.54K
|
15.6K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-424- 17.43% |
$6.67K - $7.94K
|
2.01K
$33.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-579- 31.66% |
$9.11K - $10.8K
|
1.25K
$21.1K
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-812- 4.27% |
$12.8K - $15.2K
|
18.2K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-981- 90.25% |
$15.4K - $18.4K
|
106
$1.79K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 4.49% |
$16.5K - $19.6K
|
22.3K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.05K- 4.65% |
$16.5K - $19.6K
|
21.5K
$363K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.6K- 0.79% |
$25.1K - $29.9K
|
201K
$3.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.81K- 7.78% |
$28.5K - $34K
|
21.5K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.73K- 18.03% |
$42.9K - $51.1K
|
12.4K
$209K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-2.85K- 12.42% |
$44.8K - $53.4K
|
20.1K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.39K- 20.01% |
$53.3K - $63.5K
|
13.6K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.4K- 7.72% |
$53.4K - $63.6K
|
40.6K
$686K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.61K- 0.62% |
$56.8K - $67.6K
|
579K
$9.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.67K- 3.81% |
$57.7K - $68.6K
|
92.4K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.69K- 15.65% |
$58K - $69.1K
|
19.9K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.79K- 94.68% |
$59.6K - $70.9K
|
213
$3.6K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4.29K- 2.31% |
$67.5K - $80.4K
|
182K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-4.56K- 3.65% |
$71.7K - $85.4K
|
120K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.69K- 24.93% |
$73.7K - $87.8K
|
14.1K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5K- 24.51% |
$78.6K - $93.6K
|
15.4K
$260K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-5.16K- 18.64% |
$81.2K - $96.6K
|
22.5K
$380K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.17K- 10.19% |
$81.3K - $96.8K
|
45.5K
$768K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.32K- 12.63% |
$83.6K - $99.6K
|
36.8K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.72K- 15.39% |
$90K - $107K
|
31.5K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.73K- 25.53% |
$90.1K - $107K
|
16.7K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.76K- 19.1% |
$90.6K - $108K
|
24.4K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.24K- 22.21% |
$98.1K - $117K
|
21.8K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.33K- 23.33% |
$115K - $137K
|
24.1K
$407K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.64K- 14.46% |
$120K - $143K
|
45.2K
$763K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8.43K- 55.97% |
$133K - $158K
|
6.63K
$112K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.53K- 16.1% |
$134K - $160K
|
44.5K
$750K
|