Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38.5K- 56.74% |
$551K - $622K
|
29.4K
$503K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-57.8K- 62.12% |
$826K - $933K
|
35.2K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.9K- 6.57% |
$986K - $1.11M
|
980K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80K- 51.38% |
$1.14M - $1.29M
|
75.7K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-82.4K- 50.16% |
$1.18M - $1.33M
|
81.9K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85.6K- 80.42% |
$1.22M - $1.38M
|
20.8K
$357K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.3K- 71.69% |
$1.25M - $1.41M
|
34.5K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-110K- 89.51% |
$1.57M - $1.78M
|
12.9K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-155K- 64.23% |
$2.21M - $2.5M
|
86.2K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-156K- 7.59% |
$2.24M - $2.52M
|
1.91M
$32.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-181K- 74.06% |
$2.6M - $2.93M
|
63.6K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-240K- 24.38% |
$3.43M - $3.87M
|
744K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-253K- 83.8% |
$3.61M - $4.08M
|
48.8K
$835K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-267K- 7.2% |
$3.82M - $4.31M
|
3.44M
$58.9M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-289K- 94.22% |
$4.13M - $4.66M
|
17.7K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-292K- 76.81% |
$4.17M - $4.71M
|
88.1K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-296K- 82.92% |
$4.24M - $4.78M
|
61K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-314K- 55.99% |
$4.49M - $5.07M
|
247K
$4.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-326K- 45.8% |
$4.66M - $5.26M
|
386K
$6.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-328K- 40.33% |
$4.69M - $5.29M
|
485K
$8.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-410K- 87.36% |
$5.86M - $6.61M
|
59.3K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-411K- 73.3% |
$5.88M - $6.63M
|
150K
$2.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-419K- 39.96% |
$5.99M - $6.76M
|
629K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-764K- 20.04% |
$10.9M - $12.3M
|
3.05M
$52.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-974K- 32.63% |
$13.9M - $15.7M
|
2.01M
$34.4M
|