Purchases and Sales Made in Q2 2024 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST EXCHANGE TRADED FD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.3KNew |
$93.4K - $97.2K
|
4.3K
$90K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.76K+ 520.47% |
$81.8K - $85.1K
|
4.49K
$94K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.61K+ 18.29% |
$78.5K - $81.7K
|
23.3K
$489K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.58K+ 6.77% |
$77.9K - $81K
|
56.4K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.53K+ 53.11% |
$76.8K - $79.8K
|
10.2K
$213K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.44K+ 14.2% |
$74.8K - $77.8K
|
27.7K
$580K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.27K+ 6.29% |
$71.1K - $73.9K
|
55.2K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
3.04K+ 12.64% |
$66.1K - $68.8K
|
27.1K
$568K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.18K+ 2.95% |
$47.5K - $49.4K
|
76.2K
$1.6M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 13.96% |
$45.9K - $47.8K
|
17.2K
$361K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.71K+ 6.55% |
$37.1K - $38.6K
|
27.7K
$581K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.66K+ 6.36% |
$36.2K - $37.6K
|
27.8K
$583K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.65K+ 8.16% |
$35.9K - $37.4K
|
21.9K
$459K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 14.22% |
$31K - $32.2K
|
11.4K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.16K+ 114.8% |
$25.1K - $26.1K
|
2.16K
$45.3K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 79.86% |
$24.8K - $25.7K
|
2.56K
$53.7K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
509New |
$11.1K - $11.5K
|
509
$10.7K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
476New |
$10.4K - $10.8K
|
476
$9.97K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
400+ 1.98% |
$8.7K - $9.05K
|
20.6K
$431K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
231New |
$5.02K - $5.23K
|
231
$4.84K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
160+ 0.72% |
$3.48K - $3.62K
|
22.4K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
144New |
$3.13K - $3.26K
|
144
$3.02K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
107+ 0.32% |
$2.33K - $2.42K
|
33.4K
$700K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 0.86% |
$2.18K - $2.26K
|
11.8K
$247K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
85+ 0.67% |
$1.85K - $1.92K
|
12.7K
$267K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$196 - $204
|
8.4K
$176K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-311- 2.26% |
$6.76K - $7.03K
|
13.4K
$282K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-323- 0.35% |
$7.03K - $7.31K
|
90.9K
$1.9M
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-473- 1.45% |
$10.3K - $10.7K
|
32.1K
$672K
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-577- 2.95% |
$12.5K - $13.1K
|
19K
$397K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.15K- 2.17% |
$25K - $26K
|
51.9K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.77K- 5.77% |
$38.4K - $39.9K
|
28.8K
$604K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 19.09% |
$50.1K - $52.1K
|
9.76K
$204K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.52K- 32.04% |
$54.9K - $57K
|
5.35K
$112K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.91K- 7.85% |
$63.3K - $65.8K
|
34.1K
$715K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 22.06% |
$81.4K - $84.6K
|
13.2K
$277K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-4.34K- 3.05% |
$94.3K - $98.1K
|
138K
$2.89M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.82K- 18.62% |
$105K - $109K
|
21.1K
$442K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.88K- 8.08% |
$106K - $110K
|
55.5K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.21K- 34.52% |
$113K - $118K
|
9.89K
$207K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.21K- 34.52% |
$113K - $118K
|
9.89K
$207K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-6.12K- 4.2% |
$133K - $139K
|
140K
$2.92M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.47K- 5.61% |
$141K - $146K
|
109K
$2.28M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.12K- 8.91% |
$155K - $161K
|
72.8K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.4K- 59.18% |
$379K - $394K
|
12K
$252K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.9K- 6.19% |
$564K - $586K
|
393K
$8.23M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-44.9K- 72.6% |
$976K - $1.02M
|
16.9K
$355K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.9K- 19.99% |
$1.2M - $1.24M
|
220K
$4.61M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-96K- 62.27% |
$2.09M - $2.17M
|
58.2K
$1.22M
|