Purchases and Sales Made in Q3 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.12% |
$283 - $319
|
4.22K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.6 - $63.7
|
573
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$56.6 - $63.7
|
28.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$56.6 - $63.7
|
8.49K
$556K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$56.6 - $63.7
|
33.4K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.09% |
$566 - $637
|
11.1K
$727K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 32.79% |
$1.13K - $1.27K
|
41
$2.68K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36- 0.79% |
$2.04K - $2.29K
|
4.53K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-57- 0.39% |
$3.22K - $3.63K
|
14.6K
$953K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.98% |
$3.28K - $3.7K
|
2.87K
$187K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-78- 12.09% |
$4.41K - $4.97K
|
567
$37.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-126- 1.0% |
$7.13K - $8.03K
|
12.5K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-178- 14.52% |
$10.1K - $11.3K
|
1.05K
$68.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-338- 0.34% |
$19.1K - $21.5K
|
100K
$6.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-350- 3.21% |
$19.8K - $22.3K
|
10.6K
$691K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-411- 6.76% |
$23.2K - $26.2K
|
5.67K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-416- 9.77% |
$23.5K - $26.5K
|
3.84K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-475- 46.57% |
$26.9K - $30.3K
|
545
$35.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-482- 1.26% |
$27.3K - $30.7K
|
37.8K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-520- 1.79% |
$29.4K - $33.1K
|
28.6K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-685- 0.46% |
$38.7K - $43.6K
|
149K
$9.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-747- 8.79% |
$42.2K - $47.6K
|
7.75K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.02K- 17.82% |
$57.5K - $64.8K
|
4.69K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 11.54% |
$63.3K - $71.3K
|
8.58K
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 24.56% |
$67K - $75.5K
|
3.64K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 7.91% |
$67.4K - $76K
|
13.9K
$908K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.24K- 16.16% |
$70.2K - $79.1K
|
6.44K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.54K- 1.53% |
$87.3K - $98.4K
|
99.2K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 5.73% |
$127K - $144K
|
37.1K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 10.26% |
$145K - $163K
|
22.4K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.1K- 17.91% |
$175K - $198K
|
14.2K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.16K- 2.63% |
$179K - $201K
|
117K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.32K- 52.39% |
$188K - $211K
|
3.01K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 35.93% |
$193K - $218K
|
6.1K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.96K- 61.49% |
$224K - $252K
|
2.48K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.19K- 9.96% |
$237K - $267K
|
37.9K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.04K- 67.81% |
$285K - $321K
|
2.39K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.38K- 16.07% |
$304K - $343K
|
28.1K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.87K- 57.66% |
$388K - $438K
|
5.04K
$330K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-7.13K- 34.1% |
$403K - $454K
|
13.8K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.98K- 7.78% |
$451K - $509K
|
94.7K
$6.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.87K- 4.4% |
$502K - $565K
|
193K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 0.57% |
$571K - $643K
|
1.77M
$116M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 4.32% |
$625K - $704K
|
245K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 14.65% |
$643K - $725K
|
66.3K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 10.45% |
$818K - $922K
|
124K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16K- 48.8% |
$906K - $1.02M
|
16.8K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.9K- 9.82% |
$1.97M - $2.22M
|
321K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.2K- 24.47% |
$2.95M - $3.33M
|
161K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-61K- 64.35% |
$3.45M - $3.89M
|
33.8K
$2.21M
|