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 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.31K- 24.15% |
$163K - $183K
|
10.4K
$693K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.38K- 11.34% |
$216K - $242K
|
34.2K
$2.28M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.01K- 33.92% |
$247K - $277K
|
9.77K
$651K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.65K- 41.24% |
$278K - $312K
|
8.04K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.87K- 40.55% |
$289K - $324K
|
8.61K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.51K- 3.6% |
$370K - $414K
|
201K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.97K- 0.06% |
$393K - $440K
|
13M
$865M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10K- 60.97% |
$494K - $553K
|
6.42K
$428K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.4KClosed |
$712K - $798K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.5K- 21.21% |
$1.99M - $2.23M
|
150K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-40.8K- 67.9% |
$2.01M - $2.25M
|
19.3K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-167K- 9.28% |
$8.23M - $9.23M
|
1.63M
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-245K- 40.18% |
$12.1M - $13.5M
|
365K
$24.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-245K- 40.18% |
$12.1M - $13.5M
|
365K
$24.3M
|