Purchases and Sales Made in Q4 2024 in First Trust Exchange Traded Fd (FTHI)
This table provides information about the institutional ownership of First Trust Exchange Traded Fd (FTHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150K+ 649.21% |
$3.44M - $3.61M
|
173K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.8K+ 32.54% |
$1.87M - $1.96M
|
333K
$7.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
56.5K+ 195.5% |
$1.29M - $1.36M
|
85.4K
$2.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34KNew |
$778K - $817K
|
34K
$800K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
33.3KNew |
$761K - $799K
|
33.3K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29.9KNew |
$685K - $719K
|
29.9K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.4K+ 74.51% |
$444K - $466K
|
45.5K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.8KNew |
$408K - $428K
|
17.8K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
15.7K+ 58.07% |
$359K - $377K
|
42.7K
$1M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.1KNew |
$301K - $316K
|
13.1K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 48.66% |
$260K - $272K
|
34.6K
$815K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3KNew |
$235K - $246K
|
10.3K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.96KNew |
$228K - $239K
|
9.96K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.31KNew |
$213K - $224K
|
9.31K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.79K+ 12.75% |
$201K - $211K
|
77.7K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.69K+ 9.47% |
$199K - $209K
|
100K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.44K+ 16.36% |
$125K - $131K
|
38.7K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.36K+ 14.17% |
$123K - $129K
|
43.1K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.35K+ 17.59% |
$122K - $128K
|
35.7K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.22K+ 9.08% |
$119K - $125K
|
62.7K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25K+ 13.26% |
$74.5K - $78.2K
|
27.8K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.8KNew |
$64.2K - $67.3K
|
2.8K
$65.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.72K+ 8.28% |
$62.4K - $65.4K
|
35.6K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.2KNew |
$50.4K - $52.8K
|
2.2K
$51.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 13.63% |
$41.5K - $43.5K
|
15.1K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 11.24% |
$35.8K - $37.5K
|
15.5K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.55K+ 6.97% |
$35.4K - $37.1K
|
23.7K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.15K+ 26.51% |
$26.4K - $27.7K
|
5.5K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
721New |
$16.5K - $17.3K
|
721
$17K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
649+ 2.15% |
$14.9K - $15.6K
|
30.8K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
239+ 1.96% |
$5.47K - $5.74K
|
12.4K
$292K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
143+ 1.43% |
$3.27K - $3.43K
|
10.1K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.44K
|
13.2K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
26+ 0.27% |
$595 - $625
|
9.63K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 1.1% |
$549 - $576
|
2.17K
$50.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-358- 1.64% |
$8.19K - $8.6K
|
21.5K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.1K- 4.2% |
$25.1K - $26.3K
|
25K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.44K- 62.48% |
$32.9K - $34.5K
|
863
$20.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$36K - $37.8K
|
147K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.23K- 14.31% |
$73.8K - $77.5K
|
19.3K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.99K- 10.53% |
$91.4K - $95.9K
|
33.9K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.45K- 8.03% |
$102K - $107K
|
51K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.05K- 4.48% |
$139K - $145K
|
129K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-18K- 2.69% |
$413K - $434K
|
653K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.8K- 8.36% |
$590K - $619K
|
283K
$6.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.2K- 53.02% |
$1.08M - $1.13M
|
41.8K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.8K- 41.1% |
$1.14M - $1.2M
|
71.4K
$1.68M
|