Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
250K+ 18.71% |
$12.3M - $13.8M
|
1.59M
$98.7M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
182K+ 218.96% |
$8.96M - $10M
|
265K
$16.5M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
180KNew |
$8.88M - $9.96M
|
180K
$11.2M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
137K+ 161.82% |
$6.76M - $7.58M
|
222K
$13.8M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
125KNew |
$6.14M - $6.88M
|
125K
$7.76M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.7K+ 339.68% |
$4.42M - $4.95M
|
116K
$7.23M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
82.1KNew |
$4.05M - $4.53M
|
82.1K
$5.12M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.5K+ 141.42% |
$3.57M - $4.01M
|
124K
$7.71M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
64.4KNew |
$3.17M - $3.55M
|
64.4K
$4.01M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.1K+ 99.89% |
$3.06M - $3.43M
|
124K
$7.74M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
59.7K+ 45.1% |
$2.94M - $3.29M
|
192K
$12M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.4K+ 35.66% |
$2.83M - $3.17M
|
218K
$13.6M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.5K+ 11.62% |
$2.79M - $3.12M
|
543K
$33.8M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56.3KNew |
$2.77M - $3.11M
|
56.3K
$3.51M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
53.9K+ 32.54% |
$2.66M - $2.98M
|
220K
$13.7M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53.1KNew |
$2.61M - $2.93M
|
53.1K
$3.3M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 165.37% |
$2.49M - $2.79M
|
81K
$5.04M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
46K+ 63.03% |
$2.26M - $2.54M
|
119K
$7.4M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3K+ 17.07% |
$2.08M - $2.33M
|
290K
$18.1M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.3K+ 14.27% |
$1.64M - $1.84M
|
266K
$16.6M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
33KNew |
$1.63M - $1.82M
|
33K
$2.06M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
28.9KNew |
$1.42M - $1.6M
|
28.9K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.3K+ 18.61% |
$1.35M - $1.51M
|
174K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24.9K+ 169.36% |
$1.23M - $1.38M
|
39.6K
$2.47M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.4KNew |
$1.1M - $1.24M
|
22.4K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 20.13% |
$1.1M - $1.23M
|
133K
$8.3M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8KNew |
$1.07M - $1.2M
|
21.8K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 87.06% |
$965K - $1.08M
|
42.1K
$2.62M
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
19.4K+ 108.01% |
$956K - $1.07M
|
37.4K
$2.33M
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 42.38% |
$889K - $996K
|
60.6K
$3.78M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$837K - $938K
|
17K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.2KNew |
$796K - $893K
|
16.2K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.3KNew |
$656K - $736K
|
13.3K
$830K
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
9.79K+ 200.0% |
$482K - $541K
|
14.7K
$915K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.76KNew |
$481K - $539K
|
9.76K
$608K
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
8.96KNew |
$441K - $494K
|
8.96K
$558K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.75KNew |
$431K - $483K
|
8.75K
$545K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.61K+ 95.01% |
$375K - $420K
|
15.6K
$973K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.47KNew |
$368K - $412K
|
7.47K
$465K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.66KNew |
$328K - $367K
|
6.66K
$414K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.65K+ 32.79% |
$328K - $367K
|
26.9K
$1.68M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.29K+ 151.29% |
$261K - $292K
|
8.79K
$547K
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.52KNew |
$223K - $250K
|
4.52K
$282K
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.16KNew |
$205K - $230K
|
4.16K
$259K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.09KNew |
$202K - $226K
|
4.09K
$255K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96K+ 43.19% |
$195K - $219K
|
13.1K
$818K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$179K - $201K
|
3.63K
$226K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.11K+ 14.24% |
$153K - $172K
|
25K
$1.55M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.19K+ 28.47% |
$108K - $121K
|
9.86K
$614K
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.95K+ 20.67% |
$95.9K - $107K
|
11.4K
$708K
|