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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 1.4% |
$6.84K - $7.81K
|
8.79K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76New |
$4.29K - $4.91K
|
76
$5.07K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$2.37K - $2.71K
|
42
$2.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
41+ 0.27% |
$2.32K - $2.65K
|
15K
$1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 0.63% |
$1.53K - $1.74K
|
4.28K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.2% |
$1.19K - $1.36K
|
10.7K
$713K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$56.5 - $64.5
|
571
$38.1K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 0.74% |
$113 - $129
|
270
$18K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 28.3% |
$847 - $968
|
38
$2.53K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.18% |
$1.13K - $1.29K
|
11.1K
$742K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-37- 0.78% |
$2.09K - $2.39K
|
4.69K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-64- 0.48% |
$3.62K - $4.13K
|
13.4K
$891K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-78- 1.15% |
$4.41K - $5.03K
|
6.73K
$449K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81- 11.05% |
$4.58K - $5.23K
|
652
$43.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-107- 3.22% |
$6.04K - $6.91K
|
3.21K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-171- 30.65% |
$9.66K - $11K
|
387
$25.8K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-266- 2.07% |
$15K - $17.2K
|
12.6K
$839K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-284- 6.14% |
$16K - $18.3K
|
4.34K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-320- 0.28% |
$18.1K - $20.7K
|
114K
$7.61M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-346- 5.77% |
$19.5K - $22.3K
|
5.65K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-380- 53.6% |
$21.5K - $24.5K
|
329
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-380- 53.6% |
$21.5K - $24.5K
|
329
$21.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-438- 8.95% |
$24.7K - $28.3K
|
4.46K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-470- 14.16% |
$26.6K - $30.3K
|
2.85K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-512- 5.75% |
$28.9K - $33K
|
8.4K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-512- 1.67% |
$28.9K - $33K
|
30.2K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-519- 4.86% |
$29.3K - $33.5K
|
10.2K
$678K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-527- 3.94% |
$29.8K - $34K
|
12.9K
$858K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-626- 20.5% |
$35.4K - $40.4K
|
2.43K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-689- 2.68% |
$38.9K - $44.5K
|
25K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-690- 8.16% |
$39K - $44.5K
|
7.77K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-739- 7.04% |
$41.7K - $47.7K
|
9.76K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-803- 1.83% |
$45.4K - $51.8K
|
43.2K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-895Closed |
$50.6K - $57.8K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.11K- 9.14% |
$62.6K - $71.6K
|
11K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.3K- 24.2% |
$73.6K - $84.1K
|
4.08K
$272K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.31K- 20.53% |
$73.7K - $84.2K
|
5.05K
$337K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.78K- 22.09% |
$100K - $115K
|
6.27K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.95K- 4.83% |
$110K - $126K
|
38.5K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 11.18% |
$112K - $128K
|
15.7K
$1.05M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.16K- 18.11% |
$122K - $139K
|
9.76K
$651K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.75K- 47.07% |
$212K - $242K
|
4.21K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.66K- 8.91% |
$319K - $365K
|
57.8K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.97K- 5.45% |
$507K - $579K
|
156K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.45K- 53.21% |
$534K - $610K
|
8.31K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8K- 69.92% |
$610K - $697K
|
4.65K
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.6K- 22.22% |
$654K - $748K
|
40.5K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 18.24% |
$710K - $811K
|
56.3K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.5K- 83.75% |
$932K - $1.07M
|
3.2K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 9.44% |
$1.28M - $1.46M
|
217K
$14.5M
|