Purchases and Sales Made in Q4 2021 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 6.44% |
$74.6K - $83.9K
|
21.2K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 13.9% |
$71.5K - $80.5K
|
10.1K
$671K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.19K+ 2.52% |
$69.1K - $77.8K
|
48.4K
$3.23M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 2.03% |
$68.4K - $77K
|
58.9K
$3.93M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$63.1K - $71K
|
1.08K
$72.2K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 5.65% |
$62.6K - $70.4K
|
20.1K
$1.34M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01KNew |
$58.7K - $66K
|
1.01K
$67.1K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
780+ 4.39% |
$45.4K - $51.1K
|
18.6K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
762+ 0.99% |
$44.4K - $50K
|
77.4K
$5.16M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
656+ 102.02% |
$38.2K - $43K
|
1.3K
$86.6K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
500New |
$29.1K - $32.8K
|
500
$33.3K
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
455+ 4.81% |
$26.5K - $29.8K
|
9.91K
$661K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
426+ 1.56% |
$24.8K - $27.9K
|
27.8K
$1.85M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
391New |
$22.8K - $25.6K
|
391
$26.1K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
364+ 3.33% |
$21.2K - $23.9K
|
11.3K
$753K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
360+ 34.48% |
$21K - $23.6K
|
1.4K
$93.6K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
304+ 8.39% |
$17.7K - $19.9K
|
3.93K
$262K
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
300New |
$17.5K - $19.7K
|
300
$20K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
265+ 168.79% |
$15.4K - $17.4K
|
422
$28.1K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
223+ 0.61% |
$13K - $14.6K
|
37K
$2.47M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
207+ 4.35% |
$12.1K - $13.6K
|
4.96K
$331K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
201+ 5.14% |
$11.7K - $13.2K
|
4.11K
$274K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
201+ 5.14% |
$11.7K - $13.2K
|
4.11K
$274K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
186+ 1.43% |
$10.8K - $12.2K
|
13.1K
$877K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
184New |
$10.7K - $12.1K
|
184
$12.3K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
184+ 50.69% |
$10.7K - $12.1K
|
547
$36.5K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
115+ 2.5% |
$6.7K - $7.54K
|
4.71K
$314K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
71New |
$4.14K - $4.66K
|
71
$4.73K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71New |
$4.14K - $4.66K
|
71
$4.73K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 1.18% |
$2.27K - $2.56K
|
3.36K
$224K
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
32+ 0.07% |
$1.86K - $2.1K
|
46.3K
$3.08M
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
BUY
|
- |
16+ 0.34% |
$932 - $1.05K
|
4.76K
$317K
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
13+ 0.35% |
$757 - $852
|
3.76K
$251K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5+ 0.51% |
$291 - $328
|
993
$66.2K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.23% |
$233 - $262
|
1.76K
$117K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$58.3 - $65.6
|
561
$37.4K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$175 - $197
|
13.1K
$876K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5- 2.91% |
$291 - $328
|
167
$11.1K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.49% |
$408 - $459
|
464
$30.9K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14- 0.24% |
$816 - $918
|
5.74K
$383K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22- 0.19% |
$1.28K - $1.44K
|
11.7K
$779K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-31Closed |
$1.81K - $2.03K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-32Closed |
$1.86K - $2.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-33- 0.28% |
$1.92K - $2.16K
|
12K
$797K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-37- 0.24% |
$2.16K - $2.43K
|
15.4K
$1.03M
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-43- 0.41% |
$2.5K - $2.82K
|
10.4K
$693K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-98- 57.99% |
$5.71K - $6.43K
|
71
$4.73K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-170- 5.04% |
$9.9K - $11.1K
|
3.2K
$214K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-174- 3.74% |
$10.1K - $11.4K
|
4.48K
$299K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-192- 2.44% |
$11.2K - $12.6K
|
7.69K
$512K
|