Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
238K+ 1.99% |
$13.4M - $15.4M
|
12.2M
$797M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 9.25% |
$8.3M - $9.48M
|
1.74M
$114M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 7.47% |
$6.53M - $7.46M
|
1.66M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 7.47% |
$6.53M - $7.46M
|
1.66M
$109M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
111K+ 87.0% |
$6.26M - $7.15M
|
238K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.4K+ 32.67% |
$4.32M - $4.93M
|
310K
$20.3M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
69.7K+ 28.4% |
$3.94M - $4.5M
|
315K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
60.9K+ 186.67% |
$3.44M - $3.93M
|
93.6K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.8K+ 17.97% |
$3.1M - $3.54M
|
360K
$23.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
48.9K+ 439.2% |
$2.76M - $3.16M
|
60.1K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
40.6KNew |
$2.29M - $2.62M
|
40.6K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.3K+ 10.07% |
$1.32M - $1.51M
|
255K
$16.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.1K+ 254.27% |
$1.19M - $1.36M
|
29.4K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.8K+ 14.95% |
$1.06M - $1.21M
|
144K
$9.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16K+ 7.97% |
$901K - $1.03M
|
216K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.9K+ 54.89% |
$843K - $963K
|
42.1K
$2.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 17.64% |
$828K - $945K
|
97.7K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 5.24% |
$775K - $886K
|
276K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 12.66% |
$714K - $815K
|
112K
$7.35M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.64K+ 5.04% |
$545K - $622K
|
201K
$13.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.9K+ 88.62% |
$446K - $510K
|
16.8K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.45K+ 111.97% |
$308K - $352K
|
10.3K
$675K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.78K+ 12.23% |
$270K - $309K
|
43.9K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 1.08% |
$236K - $270K
|
392K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.93KNew |
$222K - $254K
|
3.93K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65KNew |
$206K - $235K
|
3.65K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32KNew |
$188K - $214K
|
3.32K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.3K+ 3.46% |
$187K - $213K
|
98.9K
$6.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$184K - $211K
|
3.27K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.21K+ 3.42% |
$181K - $207K
|
96.9K
$6.34M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.89K+ 0.17% |
$163K - $186K
|
1.66M
$109M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 25.04% |
$144K - $164K
|
12.7K
$832K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.47K+ 4.1% |
$140K - $160K
|
62.8K
$4.11M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 7.87% |
$125K - $143K
|
30.5K
$1.99M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 229.39% |
$124K - $142K
|
3.15K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.61K+ 8.41% |
$90.9K - $104K
|
20.7K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.45K+ 0.76% |
$81.7K - $93.4K
|
191K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 4.35% |
$72.9K - $83.3K
|
31K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.19K+ 3.1% |
$67K - $76.5K
|
39.4K
$2.58M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 0.34% |
$61.3K - $70.1K
|
318K
$20.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
992+ 63.22% |
$56K - $64K
|
2.56K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
675+ 11.49% |
$38.1K - $43.6K
|
6.55K
$429K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
670New |
$37.8K - $43.2K
|
670
$43.8K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
501+ 3.58% |
$28.3K - $32.3K
|
14.5K
$949K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
366+ 5.4% |
$20.7K - $23.6K
|
7.15K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
333+ 1.13% |
$18.8K - $21.5K
|
29.7K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
302+ 3.24% |
$17.1K - $19.5K
|
9.63K
$630K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
218New |
$12.3K - $14.1K
|
218
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200+ 23.26% |
$11.3K - $12.9K
|
1.06K
$69.3K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
129+ 0.76% |
$7.29K - $8.33K
|
17.2K
$1.13M
|