Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.1K- 8.02% |
$133K - $147K
|
127K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.4K- 12.7% |
$137K - $151K
|
78.3K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.4K- 24.55% |
$150K - $165K
|
38.3K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-16.6K- 18.75% |
$200K - $220K
|
72.1K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.7K- 9.75% |
$200K - $220K
|
154K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25K- 30.11% |
$301K - $331K
|
58.1K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.3K- 36.49% |
$449K - $494K
|
65K
$773K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-43.1K- 59.33% |
$518K - $571K
|
29.6K
$352K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.4K- 15.39% |
$593K - $653K
|
271K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56.3K- 9.23% |
$677K - $745K
|
554K
$6.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.8K- 19.0% |
$719K - $791K
|
255K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.7K- 6.12% |
$754K - $830K
|
962K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.8K- 2.57% |
$755K - $831K
|
2.38M
$28.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-75K- 25.0% |
$902K - $992K
|
225K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-76.1K- 13.16% |
$914K - $1.01M
|
502K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.6K- 38.33% |
$945K - $1.04M
|
126K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96.7K- 81.64% |
$1.16M - $1.28M
|
21.7K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-115K- 20.52% |
$1.38M - $1.52M
|
444K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-279K- 31.68% |
$3.35M - $3.68M
|
601K
$7.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-401K- 64.4% |
$4.82M - $5.31M
|
222K
$2.64M
|