Purchases and Sales Made in Q3 2023 in First Tr ETF Fd Ii First Tr In (FTRI)
This table provides information about the institutional ownership of First Tr ETF Fd Ii First Tr In (FTRI) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF FD II FIRST TR IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213K+ 52.12% |
$2.64M - $2.89M
|
623K
$7.89M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 25.74% |
$2.6M - $2.84M
|
1.03M
$13M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
140K+ 98.82% |
$1.73M - $1.9M
|
282K
$3.57M
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
63.4KNew |
$785K - $860K
|
63.4K
$803K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.3K+ 11.36% |
$771K - $844K
|
611K
$7.73M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
61.1K+ 18.76% |
$756K - $828K
|
387K
$4.9M
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
59.1KNew |
$732K - $801K
|
59.1K
$749K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
39.4K+ 44.38% |
$488K - $535K
|
128K
$1.62M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
38.2K+ 75.83% |
$473K - $518K
|
88.7K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38.1K+ 37.99% |
$471K - $516K
|
138K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25KNew |
$309K - $339K
|
25K
$317K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.5K+ 7.6% |
$217K - $238K
|
248K
$3.14M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.8K+ 50.35% |
$182K - $200K
|
44K
$558K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 7.6% |
$179K - $196K
|
205K
$2.6M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$163K - $178K
|
13.2K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 12.0% |
$136K - $148K
|
102K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 14.23% |
$128K - $140K
|
83.1K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 19.73% |
$124K - $136K
|
61K
$773K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.85K+ 7.01% |
$122K - $133K
|
150K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.26K+ 11.87% |
$115K - $126K
|
87.3K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.07K+ 11.0% |
$112K - $123K
|
91.5K
$1.16M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.61K+ 5.91% |
$81.7K - $89.5K
|
118K
$1.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.65KNew |
$69.9K - $76.5K
|
5.65K
$71.5K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.35K+ 4.71% |
$66.2K - $72.5K
|
119K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.14K+ 6.39% |
$51.2K - $56.1K
|
69K
$873K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.13K+ 12.85% |
$51.1K - $55.9K
|
36.2K
$459K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.96K+ 5.97% |
$49K - $53.7K
|
70.4K
$891K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.83K+ 5.3% |
$34.9K - $38.3K
|
56.1K
$710K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.77K+ 2.39% |
$34.2K - $37.5K
|
118K
$1.5M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 0.2% |
$26.8K - $29.4K
|
1.1M
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.11K+ 16.72% |
$26.1K - $28.6K
|
14.7K
$187K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.04K+ 0.65% |
$25.2K - $27.6K
|
315K
$3.99M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.5K+ 4.35% |
$18.6K - $20.3K
|
36K
$456K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 1.52% |
$17K - $18.7K
|
91.9K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
990+ 0.74% |
$12.2K - $13.4K
|
136K
$1.72M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
837New |
$10.4K - $11.3K
|
837
$10.6K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
669+ 2.38% |
$8.28K - $9.06K
|
28.8K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
638+ 2.86% |
$7.89K - $8.64K
|
22.9K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
582+ 1.35% |
$7.2K - $7.89K
|
43.7K
$553K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
346+ 6.58% |
$4.28K - $4.69K
|
5.6K
$70.9K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
329New |
$4.07K - $4.46K
|
329
$4.17K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$3.71K - $4.07K
|
300
$3.8K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$3.71K - $4.07K
|
300
$3.8K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 0.82% |
$1.86K - $2.03K
|
18.5K
$235K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
19+ 1.17% |
$235 - $257
|
1.65K
$20.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$198 - $217
|
16
$203
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.56% |
$136 - $149
|
1.97K
$24.9K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-147- 29.58% |
$1.82K - $1.99K
|
350
$4.43K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 0.44% |
$2.21K - $2.43K
|
40.8K
$517K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-402- 11.61% |
$4.97K - $5.45K
|
3.06K
$38.7K
|