Purchases and Sales Made in Q2 2023 in First Tr Exchange Traded Fd (FXD)

FXD Quotes by TradingView

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 $106M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
182K
+ 218.96%
$8.96M - $10M
265K $17.7M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
180K
New
$8.88M - $9.96M
180K $12M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
137K
+ 161.82%
$6.76M - $7.58M
222K $14.8M
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
125K
New
$6.14M - $6.88M
125K $8.31M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
89.7K
+ 339.68%
$4.42M - $4.95M
116K $7.74M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
82.1K
New
$4.05M - $4.53M
82.1K $5.48M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
72.5K
+ 141.42%
$3.57M - $4.01M
124K $8.26M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
64.4K
New
$3.17M - $3.55M
64.4K $4.29M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
62.1K
+ 99.89%
$3.06M - $3.43M
124K $8.28M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
57.4K
+ 35.66%
$2.83M - $3.17M
218K $14.6M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
56.5K
+ 11.62%
$2.79M - $3.12M
543K $36.2M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
56.3K
New
$2.77M - $3.11M
56.3K $3.76M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
53.9K
+ 32.54%
$2.66M - $2.98M
220K $14.6M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
53.1K
New
$2.61M - $2.93M
53.1K $3.54M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
50.5K
+ 165.37%
$2.49M - $2.79M
81K $5.4M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
46K
+ 63.03%
$2.26M - $2.54M
119K $7.93M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
42.3K
+ 17.07%
$2.08M - $2.33M
290K $19.3M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.3K
+ 14.27%
$1.64M - $1.84M
266K $17.8M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
33K
New
$1.63M - $1.82M
33K $2.2M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
28.9K
New
$1.42M - $1.6M
28.9K $1.93M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
27.3K
+ 18.61%
$1.35M - $1.51M
174K $11.6M
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
24.9K
+ 169.36%
$1.23M - $1.38M
39.6K $2.64M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
22.4K
New
$1.1M - $1.24M
22.4K $1.5M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
22.3K
+ 20.13%
$1.1M - $1.23M
133K $8.88M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.8K
New
$1.07M - $1.2M
21.8K $1.45M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
19.6K
+ 87.06%
$965K - $1.08M
42.1K $2.81M
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
19.4K
+ 108.01%
$956K - $1.07M
37.4K $2.49M
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
18K
+ 42.38%
$889K - $996K
60.6K $4.04M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17K
New
$837K - $938K
17K $1.13M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
16.2K
New
$796K - $893K
16.2K $1.08M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
13.3K
New
$656K - $736K
13.3K $888K
Aug 09, 2023 Q2 2023
Kennicott Capital Management LLC

BUY
 -
9.79K
+ 200.0%
$482K - $541K
14.7K $979K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.76K
New
$481K - $539K
9.76K $651K
Jul 18, 2023 Q2 2023
Monument Capital Management

BUY
 -
8.96K
New
$441K - $494K
8.96K $597K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
8.75K
New
$431K - $483K
8.75K $584K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.61K
+ 95.01%
$375K - $420K
15.6K $1.04M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
7.47K
New
$368K - $412K
7.47K $498K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
6.66K
New
$328K - $367K
6.66K $444K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.65K
+ 32.79%
$328K - $367K
26.9K $1.8M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.29K
+ 151.29%
$261K - $292K
8.79K $586K
Aug 10, 2023 Q2 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
4.52K
New
$223K - $250K
4.52K $302K
Jul 11, 2023 Q2 2023
Trust CO Of Oklahoma

BUY
 -
4.16K
New
$205K - $230K
4.16K $277K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
4.09K
New
$202K - $226K
4.09K $273K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.96K
+ 43.19%
$195K - $219K
13.1K $876K
Jul 20, 2023 Q2 2023
Ballew Advisors, Inc

BUY
 -
3.63K
New
$179K - $201K
3.63K $242K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
3.11K
+ 14.24%
$153K - $172K
25K $1.66M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.19K
+ 28.47%
$108K - $121K
9.86K $658K
Jul 13, 2023 Q2 2023
Hfg Advisors, Inc.

BUY
 -
1.95K
+ 20.67%
$95.9K - $107K
11.4K $758K

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