Purchases and Sales Made in Q3 2024 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.94M+ 203.99% |
$41.7M - $45M
|
2.9M
$67.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
881K+ 22.75% |
$18.9M - $20.4M
|
4.75M
$110M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
314K+ 142.65% |
$6.74M - $7.27M
|
534K
$12.4M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
246KNew |
$5.28M - $5.7M
|
246K
$5.71M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182K+ 138919.84% |
$3.91M - $4.21M
|
182K
$4.23M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
179K+ 38.37% |
$3.84M - $4.15M
|
645K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
175K+ 57.0% |
$3.76M - $4.06M
|
483K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
121KNew |
$2.59M - $2.8M
|
121K
$2.8M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112K+ 651.65% |
$2.41M - $2.6M
|
130K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102K+ 25.86% |
$2.18M - $2.35M
|
495K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75.7KNew |
$1.63M - $1.75M
|
75.7K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56.6K+ 44.47% |
$1.22M - $1.31M
|
184K
$4.27M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5K+ 48.3% |
$1.13M - $1.22M
|
161K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.3KNew |
$1.02M - $1.1M
|
47.3K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.2K+ 14.07% |
$886K - $955K
|
334K
$7.76M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39.4K+ 12.5% |
$846K - $912K
|
354K
$8.22M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.1KNew |
$839K - $905K
|
39.1K
$907K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.2K+ 95.89% |
$735K - $792K
|
69.9K
$1.62M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
30.5KNew |
$655K - $707K
|
30.5K
$708K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
29.4K+ 550.4% |
$632K - $682K
|
34.8K
$807K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
29.1K+ 108.77% |
$625K - $674K
|
55.9K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.8KNew |
$597K - $644K
|
27.8K
$646K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26.1KNew |
$561K - $605K
|
26.1K
$606K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.8KNew |
$510K - $550K
|
23.8K
$551K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
23.2K+ 11.34% |
$497K - $536K
|
227K
$5.27M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23.1KNew |
$497K - $536K
|
23.1K
$537K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.3K+ 32.99% |
$479K - $517K
|
89.9K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21.9KNew |
$469K - $506K
|
21.9K
$507K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.4K+ 117.35% |
$438K - $472K
|
37.8K
$877K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
18.9KNew |
$405K - $437K
|
18.9K
$437K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.7K+ 8.02% |
$400K - $432K
|
251K
$5.83M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5K+ 153.51% |
$376K - $405K
|
28.9K
$670K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17KNew |
$365K - $394K
|
17K
$395K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.1K+ 22.98% |
$346K - $374K
|
86.3K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
15.9KNew |
$342K - $369K
|
15.9K
$369K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
15.9K+ 20.98% |
$342K - $369K
|
91.8K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 3.13% |
$338K - $365K
|
519K
$12M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1K+ 19.83% |
$324K - $350K
|
91.3K
$2.12M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15K+ 27.83% |
$322K - $348K
|
68.9K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.4K+ 141.21% |
$308K - $333K
|
24.5K
$569K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.1KNew |
$303K - $327K
|
14.1K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13.9KNew |
$299K - $323K
|
13.9K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 21.34% |
$296K - $319K
|
78.4K
$1.82M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 48.12% |
$284K - $306K
|
40.7K
$944K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.2K+ 97.35% |
$283K - $306K
|
26.8K
$621K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$242K - $262K
|
11.3K
$262K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.1KNew |
$239K - $258K
|
11.1K
$258K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10KNew |
$215K - $232K
|
10K
$232K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.58KNew |
$206K - $222K
|
9.58K
$222K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.3K+ 16.85% |
$200K - $215K
|
64.5K
$1.5M
|