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
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
834+ 12.9% |
$41.6K - $48.5K
|
7.3K
$487K
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
824+ 9.2% |
$41.2K - $47.9K
|
9.78K
$652K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
815New |
$40.7K - $47.4K
|
815
$54.3K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
578+ 289.0% |
$28.9K - $33.6K
|
778
$51.9K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
447+ 8.85% |
$22.3K - $26K
|
5.5K
$366K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
221+ 1.95% |
$11K - $12.8K
|
11.6K
$772K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
171+ 44.19% |
$8.54K - $9.94K
|
558
$37.2K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
137New |
$6.84K - $7.97K
|
137
$9.14K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116+ 1.1% |
$5.79K - $6.74K
|
10.7K
$711K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97+ 0.23% |
$4.84K - $5.64K
|
42.2K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39+ 0.39% |
$1.95K - $2.27K
|
10.1K
$673K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
28+ 0.45% |
$1.4K - $1.63K
|
6.21K
$414K
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
26+ 0.37% |
$1.3K - $1.51K
|
6.99K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 1.4% |
$599 - $698
|
869
$57.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$250 - $291
|
5
$333
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-70- 19.83% |
$3.5K - $4.07K
|
283
$18.9K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-70- 19.83% |
$3.5K - $4.07K
|
283
$18.9K
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-95- 2.78% |
$4.74K - $5.52K
|
3.32K
$221K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-175- 4.0% |
$8.74K - $10.2K
|
4.2K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-202- 2.34% |
$10.1K - $11.7K
|
8.43K
$562K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-282- 3.28% |
$14.1K - $16.4K
|
8.33K
$555K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-319- 10.5% |
$15.9K - $18.5K
|
2.72K
$181K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 59.7% |
$20K - $23.3K
|
270
$18K
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-500- 4.7% |
$25K - $29.1K
|
10.1K
$675K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-617- 3.2% |
$30.8K - $35.9K
|
18.7K
$1.25M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-666- 5.64% |
$33.3K - $38.7K
|
11.1K
$743K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-729- 4.03% |
$36.4K - $42.4K
|
17.4K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-787- 5.83% |
$39.3K - $45.8K
|
12.7K
$847K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-857- 13.36% |
$42.8K - $49.8K
|
5.56K
$371K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-863- 2.61% |
$43.1K - $50.2K
|
32.2K
$2.14M
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-887- 3.27% |
$44.3K - $51.6K
|
26.2K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.14K- 2.02% |
$56.7K - $66K
|
55.2K
$3.68M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.65K- 19.97% |
$82.6K - $96.2K
|
6.63K
$442K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 20.16% |
$88.4K - $103K
|
7.01K
$468K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.92K- 26.33% |
$95.9K - $112K
|
5.37K
$358K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.03K- 15.47% |
$101K - $118K
|
11.1K
$741K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.26K- 1.82% |
$113K - $132K
|
122K
$8.15M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.41K- 36.14% |
$120K - $140K
|
4.25K
$283K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2.5K- 16.02% |
$125K - $145K
|
13.1K
$873K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.96K- 25.82% |
$148K - $172K
|
8.49K
$566K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.98K- 0.82% |
$149K - $173K
|
362K
$24.1M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.55K- 2.26% |
$227K - $264K
|
197K
$13.1M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.7K- 47.65% |
$235K - $273K
|
5.16K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.57K- 5.68% |
$378K - $440K
|
126K
$8.38M
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-7.9K- 10.72% |
$395K - $459K
|
65.8K
$4.39M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-9.79K- 66.67% |
$489K - $569K
|
4.9K
$326K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10K- 50.13% |
$502K - $584K
|
9.99K
$666K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 79.94% |
$870K - $1.01M
|
4.37K
$292K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.9K- 8.25% |
$1.19M - $1.39M
|
266K
$17.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.5K- 12.14% |
$2.03M - $2.36M
|
293K
$19.6M
|