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 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.64K+ 117.08% |
$80.7K - $90.4K
|
3.04K
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35K+ 0.41% |
$66.6K - $74.6K
|
334K
$22.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.18KNew |
$58K - $65K
|
1.18K
$78.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.17K+ 20.23% |
$57.7K - $64.7K
|
6.96K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 0.65% |
$54.3K - $60.9K
|
172K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.09K+ 6.44% |
$53.9K - $60.4K
|
18.1K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
972+ 11.05% |
$47.9K - $53.7K
|
9.77K
$651K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
842+ 19.22% |
$41.5K - $46.5K
|
5.22K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
804+ 5.24% |
$39.6K - $44.4K
|
16.1K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
655+ 0.22% |
$32.3K - $36.2K
|
299K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
645+ 724.72% |
$31.8K - $35.6K
|
734
$48.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
631+ 6.31% |
$31.1K - $34.8K
|
10.6K
$709K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
367+ 5.25% |
$18.1K - $20.3K
|
7.36K
$490K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
330+ 578.95% |
$16.3K - $18.2K
|
387
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
312+ 1.61% |
$15.4K - $17.2K
|
19.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
287+ 2.64% |
$14.1K - $15.8K
|
11.1K
$743K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170+ 34.0% |
$8.37K - $9.39K
|
670
$44.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.86K - $3.2K
|
58
$3.87K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
22+ 0.14% |
$1.08K - $1.21K
|
15.6K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$49.3 - $55.2
|
4.28K
$286K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.65% |
$49.3 - $55.2
|
154
$10.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$49.3 - $55.2
|
568
$37.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.22% |
$49.3 - $55.2
|
83
$5.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1- 0.01% |
$49.3 - $55.2
|
13.7K
$911K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2- 0.01% |
$98.5 - $110
|
20K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.08% |
$493 - $552
|
11.8K
$788K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 10.32% |
$640 - $718
|
113
$7.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-22- 0.16% |
$1.08K - $1.21K
|
13.5K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 0.39% |
$1.18K - $1.33K
|
6.17K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42- 4.67% |
$2.07K - $2.32K
|
857
$57.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-75- 0.74% |
$3.69K - $4.14K
|
10.1K
$670K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-121- 0.97% |
$5.96K - $6.68K
|
12.4K
$825K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154- 88.51% |
$7.59K - $8.5K
|
20
$1.33K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-183- 4.2% |
$9.01K - $10.1K
|
4.17K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-195- 5.92% |
$9.61K - $10.8K
|
3.1K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-331- 3.69% |
$16.3K - $18.3K
|
8.63K
$576K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-348- 1.27% |
$17.1K - $19.2K
|
27.1K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-440- 0.4% |
$21.7K - $24.3K
|
110K
$7.33M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-469- 6.77% |
$23.1K - $25.9K
|
6.46K
$431K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-472- 0.81% |
$23.3K - $26.1K
|
58K
$3.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-500- 7.87% |
$24.6K - $27.6K
|
5.85K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-611- 1.96% |
$30.1K - $33.7K
|
30.6K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-900- 15.13% |
$44.3K - $49.7K
|
5.05K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-992- 13.83% |
$48.9K - $54.8K
|
6.18K
$412K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.08K- 23.94% |
$53K - $59.4K
|
3.42K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.09K- 13.01% |
$53.7K - $60.2K
|
7.29K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.52% |
$54.7K - $61.3K
|
10.6K
$704K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.51% |
$55.6K - $62.3K
|
73.7K
$4.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.37K- 14.23% |
$67.7K - $75.9K
|
8.28K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.85K- 3.88% |
$140K - $157K
|
70.6K
$4.71M
|