Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.45K- 12.75% |
$103K - $118K
|
44.2K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-7.16K- 39.41% |
$114K - $131K
|
11K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.67K- 3.8% |
$138K - $158K
|
220K
$3.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.36K- 18.8% |
$149K - $171K
|
40.4K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.9K- 51.98% |
$190K - $218K
|
11K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 11.97% |
$193K - $222K
|
89.4K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 5.77% |
$241K - $277K
|
248K
$4.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-19.6K- 13.53% |
$311K - $357K
|
125K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.7K- 28.19% |
$330K - $378K
|
52.8K
$892K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21K- 10.41% |
$334K - $383K
|
181K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.2K- 16.96% |
$369K - $424K
|
114K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.9K- 7.47% |
$444K - $510K
|
346K
$5.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-32.3K- 53.48% |
$514K - $589K
|
28.1K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36.7K- 73.02% |
$583K - $669K
|
13.5K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.8K- 7.35% |
$648K - $744K
|
514K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.5K- 17.31% |
$803K - $921K
|
241K
$4.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-52.9K- 55.69% |
$842K - $966K
|
42.1K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-83.8K- 58.7% |
$1.33M - $1.53M
|
59K
$996K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-99.4K- 80.83% |
$1.58M - $1.81M
|
23.6K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 27.04% |
$1.6M - $1.84M
|
272K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-135K- 13.72% |
$2.14M - $2.45M
|
846K
$14.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-282K- 86.51% |
$4.49M - $5.15M
|
44K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 39.32% |
$4.77M - $5.48M
|
463K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-329K- 61.8% |
$5.23M - $6M
|
203K
$3.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-405K- 51.14% |
$6.45M - $7.4M
|
387K
$6.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-510K- 15.16% |
$8.12M - $9.31M
|
2.86M
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-559K- 13.19% |
$8.89M - $10.2M
|
3.68M
$62.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-586K- 94.01% |
$9.33M - $10.7M
|
37.4K
$631K
|