Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Ii (NXTG)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (NXTG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-778- 13.45% |
$47.7K - $54.1K
|
5.01K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-815- 12.96% |
$50K - $56.6K
|
5.48K
$464K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-840- 9.49% |
$51.5K - $58.4K
|
8.01K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-880- 5.18% |
$54K - $61.2K
|
16.1K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-929- 3.07% |
$57K - $64.6K
|
29.3K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-981- 50.0% |
$60.2K - $68.2K
|
981
$83.1K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-999- 5.89% |
$61.3K - $69.4K
|
16K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 8.8% |
$65K - $73.6K
|
11K
$929K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 1.88% |
$65.1K - $73.8K
|
55.5K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 8.74% |
$68.6K - $77.8K
|
11.7K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 2.48% |
$72K - $81.5K
|
46.2K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.28K- 7.28% |
$78.8K - $89.2K
|
16.4K
$1.39M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-1.85K- 5.72% |
$113K - $129K
|
30.5K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.95K- 3.98% |
$119K - $135K
|
47K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.01K- 19.13% |
$123K - $139K
|
8.48K
$718K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.01K- 11.53% |
$123K - $140K
|
15.4K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.01K- 54.94% |
$124K - $140K
|
1.65K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.3K- 50.0% |
$141K - $160K
|
2.3K
$195K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.06K- 2.29% |
$188K - $212K
|
130K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.07K- 33.37% |
$188K - $214K
|
6.14K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.43K- 25.08% |
$210K - $238K
|
10.2K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.54K- 3.28% |
$217K - $246K
|
105K
$8.86M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.25K- 14.83% |
$261K - $295K
|
24.4K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.37K- 33.32% |
$268K - $304K
|
8.74K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.84K- 25.48% |
$358K - $406K
|
17.1K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.66K- 9.59% |
$470K - $532K
|
72.2K
$6.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.03K- 49.14% |
$493K - $558K
|
8.31K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.11K- 9.31% |
$559K - $633K
|
88.7K
$7.51M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.83KClosed |
$603K - $683K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.2K- 44.16% |
$871K - $986K
|
17.9K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 25.68% |
$957K - $1.08M
|
45.2K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.5K- 17.17% |
$1.01M - $1.14M
|
79.3K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20.4K- 65.03% |
$1.25M - $1.42M
|
11K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.4K- 6.4% |
$1.56M - $1.77M
|
372K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.8K- 33.17% |
$1.7M - $1.93M
|
56K
$4.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.3K- 18.12% |
$2.16M - $2.45M
|
159K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-41.1K- 10.66% |
$2.52M - $2.85M
|
344K
$29.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.4K- 26.97% |
$2.72M - $3.09M
|
120K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.7K- 55.93% |
$3.79M - $4.29M
|
48.6K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.9K- 49.64% |
$4.47M - $5.07M
|
74K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90.6K- 24.77% |
$5.55M - $6.29M
|
275K
$23.3M
|