Purchases and Sales Made in Q1 2025 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.69K- 24.88% |
$97.5K - $107K
|
11.1K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.81K- 4.79% |
$101K - $111K
|
75.8K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.59K- 3.23% |
$121K - $134K
|
138K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 10.53% |
$123K - $135K
|
39.4K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.93K- 6.96% |
$130K - $144K
|
65.9K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.35K- 18.71% |
$168K - $185K
|
27.6K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.53K- 2.5% |
$173K - $190K
|
255K
$7.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.55K- 5.47% |
$200K - $220K
|
130K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.59K- 24.17% |
$201K - $221K
|
23.8K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.63K- 29.35% |
$202K - $222K
|
18.4K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.96K- 41.17% |
$211K - $232K
|
11.4K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9K- 8.58% |
$238K - $262K
|
95.8K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.53K- 3.97% |
$252K - $278K
|
230K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-12.2K- 6.73% |
$322K - $355K
|
169K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 5.52% |
$366K - $403K
|
237K
$6.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 47.5% |
$399K - $440K
|
16.7K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 3.72% |
$452K - $498K
|
442K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.6K- 5.12% |
$624K - $688K
|
437K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.4KClosed |
$882K - $972K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.6K- 19.0% |
$1.02M - $1.13M
|
165K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-57.8K- 77.56% |
$1.53M - $1.69M
|
16.7K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-144K- 43.26% |
$3.82M - $4.21M
|
189K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-147K- 90.75% |
$3.88M - $4.27M
|
14.9K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-170K- 86.67% |
$4.49M - $4.95M
|
26.1K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-263K- 70.62% |
$6.97M - $7.68M
|
110K
$3.12M
|