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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-198- 4.25% |
$11.5K - $13K
|
4.46K
$298K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-202- 5.37% |
$11.8K - $13.2K
|
3.56K
$237K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-204- 90.27% |
$11.9K - $13.4K
|
22
$1.47K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-291- 7.15% |
$17K - $19.1K
|
3.78K
$252K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-300- 1.96% |
$17.5K - $19.7K
|
15K
$1M
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-696- 0.89% |
$40.5K - $45.6K
|
77.5K
$5.17M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-705- 1.8% |
$41.1K - $46.2K
|
38.6K
$2.57M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-856- 3.63% |
$49.9K - $56.1K
|
22.7K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-986- 7.04% |
$57.4K - $64.7K
|
13K
$869K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 3.57% |
$59.4K - $66.8K
|
27.5K
$1.84M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 0.27% |
$76K - $85.5K
|
485K
$32.3M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.41K- 38.81% |
$82K - $92.3K
|
2.22K
$148K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 3.73% |
$82.1K - $92.5K
|
36.4K
$2.43M
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.61K- 7.43% |
$93.8K - $106K
|
20K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.38K- 24.16% |
$139K - $156K
|
7.48K
$499K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 25.06% |
$140K - $158K
|
7.19K
$479K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.54KClosed |
$206K - $232K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-3.6K- 2.45% |
$210K - $236K
|
143K
$9.54M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$211K - $237K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.67K- 13.83% |
$214K - $241K
|
22.9K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.14KClosed |
$300K - $337K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.17K- 12.59% |
$301K - $339K
|
35.9K
$2.39M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.22K- 55.05% |
$304K - $342K
|
4.26K
$284K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.49K- 92.88% |
$320K - $360K
|
421
$28.1K
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.85K- 41.06% |
$341K - $383K
|
8.39K
$560K
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-6.06KClosed |
$353K - $397K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7.37KClosed |
$429K - $483K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.34K- 48.1% |
$486K - $547K
|
9K
$600K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.64KClosed |
$561K - $632K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.4KClosed |
$606K - $682K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 0.39% |
$622K - $700K
|
2.75M
$183M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-11.1KClosed |
$646K - $728K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 0.44% |
$699K - $787K
|
2.74M
$183M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.9K- 25.8% |
$754K - $849K
|
37.2K
$2.48M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-13.9K- 37.66% |
$812K - $914K
|
23.1K
$1.54M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 25.24% |
$863K - $971K
|
43.9K
$2.93M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.7K- 32.15% |
$1.03M - $1.16M
|
37.4K
$2.49M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.6K- 49.11% |
$1.26M - $1.42M
|
22.4K
$1.49M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-24.5K- 57.85% |
$1.43M - $1.61M
|
17.9K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.2K- 6.58% |
$1.52M - $1.72M
|
372K
$24.8M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 8.92% |
$1.6M - $1.8M
|
281K
$18.7M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-47.2K- 23.75% |
$2.75M - $3.09M
|
151K
$10.1M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48K- 93.39% |
$2.79M - $3.14M
|
3.4K
$226K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.6K- 57.39% |
$2.89M - $3.25M
|
36.9K
$2.46M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.6K- 12.84% |
$3.01M - $3.39M
|
350K
$23.4M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-67.1K- 67.52% |
$3.91M - $4.4M
|
32.3K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-72.9K- 14.11% |
$4.25M - $4.78M
|
444K
$29.6M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-92.6K- 52.0% |
$5.39M - $6.07M
|
85.5K
$5.7M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108K- 31.72% |
$6.29M - $7.08M
|
232K
$15.5M
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-128KClosed |
$7.47M - $8.41M
|
0
$0
|