Purchases and Sales Made in Q3 2023 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
482K+ 3.72% |
$24.1M - $28M
|
13.5M
$898M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
307K+ 2606.71% |
$15.4M - $17.9M
|
319K
$21.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 10.88% |
$8.61M - $10M
|
1.76M
$117M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
128K+ 54.57% |
$6.38M - $7.42M
|
362K
$24.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.7K+ 16.14% |
$4.38M - $5.1M
|
631K
$42.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.2K+ 323.53% |
$4.35M - $5.07M
|
114K
$7.61M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
86.1K+ 32.5% |
$4.3M - $5.01M
|
351K
$23.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
84.1K+ 138.66% |
$4.2M - $4.89M
|
145K
$9.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.4K+ 3.21% |
$2.62M - $3.05M
|
1.69M
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.8K+ 151.47% |
$2.59M - $3.01M
|
86K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
51K+ 41.15% |
$2.54M - $2.96M
|
175K
$11.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
47.9K+ 40.29% |
$2.39M - $2.78M
|
167K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
39.6K+ 17.81% |
$1.98M - $2.3M
|
262K
$17.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.6K+ 72.77% |
$1.93M - $2.24M
|
91.7K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.8K+ 34.33% |
$1.89M - $2.19M
|
148K
$9.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30K+ 4091.28% |
$1.5M - $1.75M
|
30.8K
$2.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
21.2K+ 73.44% |
$1.06M - $1.23M
|
50.2K
$3.34M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4KNew |
$969K - $1.13M
|
19.4K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19.3K+ 426.77% |
$964K - $1.12M
|
23.8K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.6K+ 8.47% |
$728K - $847K
|
187K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.6K+ 7.24% |
$630K - $733K
|
187K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 9.47% |
$588K - $684K
|
136K
$9.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$586K - $682K
|
11.7K
$783K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.6K+ 4.34% |
$577K - $672K
|
278K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2KNew |
$508K - $591K
|
10.2K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.76K+ 4.47% |
$487K - $567K
|
228K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.71K+ 49.3% |
$485K - $564K
|
29.4K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.02K+ 86.77% |
$450K - $524K
|
19.4K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.15K+ 4.24% |
$407K - $474K
|
200K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.8K+ 19.68% |
$390K - $454K
|
47.4K
$3.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.43K+ 178.78% |
$371K - $432K
|
11.6K
$773K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7.21K+ 98.03% |
$360K - $419K
|
14.6K
$971K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.98KNew |
$299K - $348K
|
5.98K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.59K+ 35.79% |
$279K - $325K
|
21.2K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.01K+ 51.34% |
$250K - $291K
|
14.8K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$230K - $267K
|
4.6K
$307K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.25KNew |
$212K - $247K
|
4.25K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$206K - $240K
|
4.13K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.03K+ 4.98% |
$201K - $235K
|
85K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.85K+ 22.64% |
$192K - $224K
|
20.8K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.61KNew |
$180K - $210K
|
3.61K
$241K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.34KNew |
$167K - $194K
|
3.34K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 265.09% |
$112K - $130K
|
3.09K
$206K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.24K+ 8.97% |
$112K - $130K
|
27.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.14K+ 19.2% |
$107K - $124K
|
13.3K
$886K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.5K+ 4.02% |
$75.1K - $87.4K
|
38.9K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.5K+ 2.59% |
$75.1K - $87.4K
|
59.5K
$3.96M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.23K+ 28.81% |
$61.6K - $71.7K
|
5.52K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02K+ 16.52% |
$50.9K - $59.2K
|
7.19K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
956+ 16.34% |
$47.7K - $55.6K
|
6.81K
$454K
|