Purchases and Sales Made in Q3 2021 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.92K+ 3.97% |
$170K - $184K
|
76.6K
$5.01M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 36.43% |
$149K - $161K
|
9.59K
$628K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.45KNew |
$142K - $154K
|
2.45K
$160K
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.94K+ 1.34% |
$113K - $122K
|
147K
$9.59M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.87K+ 26.78% |
$108K - $117K
|
8.83K
$578K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.78K+ 8.12% |
$103K - $112K
|
23.7K
$1.55M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.75KNew |
$102K - $110K
|
1.75K
$115K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 18.81% |
$100K - $109K
|
10.9K
$714K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 13.26% |
$94.3K - $102K
|
13.9K
$908K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.31K+ 15.28% |
$75.8K - $82.2K
|
9.86K
$645K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.07K+ 152.07% |
$61.8K - $67K
|
1.77K
$116K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
997+ 1.01% |
$57.8K - $62.7K
|
99.3K
$6.5M
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
980+ 2.4% |
$56.9K - $61.6K
|
41.8K
$2.73M
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
845+ 11.29% |
$49K - $53.1K
|
8.33K
$545K
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
785+ 2.04% |
$45.5K - $49.4K
|
39.3K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
575New |
$33.4K - $36.2K
|
575
$37.6K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
560New |
$32.5K - $35.2K
|
560
$36.6K
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
502+ 3.35% |
$29.1K - $31.6K
|
15.5K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500New |
$29K - $31.4K
|
500
$32.7K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
453+ 1.25% |
$26.3K - $28.5K
|
36.8K
$2.41M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
452+ 10.5% |
$26.2K - $28.4K
|
4.76K
$311K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$26.1K - $28.3K
|
450
$29.4K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
371+ 1.42% |
$21.5K - $23.3K
|
26.5K
$1.74M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
364+ 2.09% |
$21.1K - $22.9K
|
17.8K
$1.16M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
355+ 51.52% |
$20.6K - $22.3K
|
1.04K
$68.3K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
350New |
$20.3K - $22K
|
350
$22.9K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
320+ 1.87% |
$18.6K - $20.1K
|
17.5K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242+ 0.59% |
$14K - $15.2K
|
41.1K
$2.69M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
223+ 7.21% |
$12.9K - $14K
|
3.32K
$217K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
215+ 2.5% |
$12.5K - $13.5K
|
8.83K
$577K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
208+ 0.77% |
$12.1K - $13.1K
|
27.4K
$1.79M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
177New |
$10.3K - $11.1K
|
177
$11.6K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
174+ 5.04% |
$10.1K - $10.9K
|
3.62K
$237K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
165+ 1.51% |
$9.57K - $10.4K
|
11.1K
$726K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
150+ 1.17% |
$8.7K - $9.43K
|
13K
$848K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
97+ 2.81% |
$5.63K - $6.1K
|
3.54K
$232K
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
60+ 1.63% |
$3.48K - $3.77K
|
3.75K
$245K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
59New |
$3.42K - $3.71K
|
59
$3.86K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
37+ 0.92% |
$2.15K - $2.33K
|
4.07K
$266K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
32New |
$1.86K - $2.01K
|
32
$2.09K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 0.61% |
$348 - $377
|
988
$64.6K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.06% |
$116 - $126
|
3.63K
$237K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.03% |
$116 - $126
|
7.88K
$515K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2+ 1.2% |
$116 - $126
|
169
$11.1K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.59% |
$116 - $126
|
339
$22.2K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.16% |
$58 - $62.9
|
643
$42.1K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.5% |
$58 - $62.9
|
201
$13.1K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12- 0.26% |
$696 - $755
|
4.59K
$300K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$2.49K - $2.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-46- 8.9% |
$2.67K - $2.89K
|
471
$30.8K
|