Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.04% |
$35.9 - $38.7
|
4.85K
$81.8K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.12% |
$35.9 - $38.7
|
1.61K
$27.2K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.29% |
$17.9 - $19.4
|
351
$5.92K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15- 0.02% |
$269 - $290
|
92.4K
$1.56M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39Closed |
$699 - $755
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-230- 1.54% |
$4.12K - $4.45K
|
14.7K
$248K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 20.0% |
$4.48K - $4.84K
|
1K
$16.9K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-357- 0.1% |
$6.4K - $6.91K
|
349K
$5.89M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 0.26% |
$8.14K - $8.78K
|
171K
$2.89M
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-560- 3.08% |
$10K - $10.8K
|
17.6K
$297K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-675- 4.09% |
$12.1K - $13.1K
|
15.8K
$267K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-701- 21.29% |
$12.6K - $13.6K
|
2.59K
$43.8K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-979- 7.28% |
$17.6K - $18.9K
|
12.5K
$210K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 4.18% |
$18.1K - $19.5K
|
23.1K
$390K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.06K- 3.37% |
$19K - $20.5K
|
30.4K
$513K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-1.24K- 10.44% |
$22.3K - $24.1K
|
10.7K
$180K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 11.01% |
$23.3K - $25.2K
|
10.5K
$177K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.67K- 10.82% |
$29.9K - $32.2K
|
13.7K
$232K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.88K- 4.14% |
$33.8K - $36.4K
|
43.6K
$737K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2K- 10.43% |
$35.9K - $38.7K
|
17.2K
$290K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.38K- 5.35% |
$42.7K - $46.1K
|
42.1K
$711K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.52K- 90.02% |
$45.1K - $48.7K
|
279
$4.71K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 1.97% |
$45.4K - $49K
|
126K
$2.13M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.58K- 13.45% |
$46.3K - $49.9K
|
16.6K
$280K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.66K- 12.15% |
$47.6K - $51.4K
|
19.2K
$324K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.89K- 11.85% |
$51.8K - $55.9K
|
21.5K
$363K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.95K- 6.54% |
$53K - $57.2K
|
42.2K
$713K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3K- 17.96% |
$53.8K - $58.1K
|
13.7K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.27K- 16.46% |
$58.7K - $63.3K
|
16.6K
$280K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 2.03% |
$60.2K - $64.9K
|
162K
$2.73M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.41K- 7.66% |
$61.1K - $65.9K
|
41K
$693K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.86K- 30.79% |
$69.2K - $74.7K
|
8.68K
$146K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.97K- 19.54% |
$71.1K - $76.7K
|
16.3K
$276K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.97K- 27.71% |
$71.2K - $76.9K
|
10.4K
$175K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.01K- 29.95% |
$89.8K - $96.9K
|
11.7K
$198K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.2K- 2.22% |
$93.1K - $101K
|
229K
$3.86M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.9K- 88.99% |
$106K - $114K
|
730
$12.3K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.76K- 69.34% |
$139K - $150K
|
3.43K
$57.9K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.32K- 61.41% |
$149K - $161K
|
5.23K
$88.2K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.73K- 1.14% |
$157K - $169K
|
759K
$12.8M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.73K- 37.13% |
$157K - $169K
|
14.8K
$250K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14K- 18.01% |
$252K - $271K
|
63.9K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.9K- 22.84% |
$303K - $327K
|
57K
$963K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17K- 62.19% |
$304K - $329K
|
10.3K
$174K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.7K- 34.23% |
$336K - $363K
|
36K
$608K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-19.2K- 40.71% |
$344K - $372K
|
28K
$472K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.4K- 27.19% |
$366K - $394K
|
54.6K
$921K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1K- 74.85% |
$379K - $409K
|
7.11K
$120K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.8K- 11.66% |
$427K - $460K
|
180K
$3.04M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.7K- 21.49% |
$497K - $536K
|
101K
$1.71M
|