Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
267K+ 4845.08% |
$12.5M - $15.9M
|
273K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
110K+ 105.72% |
$5.17M - $6.56M
|
215K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.8K+ 32.3% |
$4.43M - $5.63M
|
388K
$26.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
93.7KNew |
$4.39M - $5.57M
|
93.7K
$6.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
63.5KNew |
$2.97M - $3.77M
|
63.5K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31.2K+ 8853.41% |
$1.46M - $1.85M
|
31.5K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 7.21% |
$630K - $800K
|
200K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
13.4KNew |
$628K - $798K
|
13.4K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8K+ 5.18% |
$553K - $703K
|
240K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.8KNew |
$552K - $700K
|
11.8K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1K+ 53.45% |
$521K - $662K
|
32K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 253.18% |
$518K - $658K
|
15.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08KNew |
$378K - $480K
|
8.08K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.01K+ 2.01% |
$281K - $357K
|
305K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$239K - $303K
|
5.11K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.96K+ 4.32% |
$185K - $235K
|
95.6K
$6.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.71K+ 87.25% |
$173K - $220K
|
7.96K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.43K+ 29.57% |
$160K - $204K
|
15K
$1.01M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.42KNew |
$160K - $203K
|
3.42K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$159K - $202K
|
3.4K
$229K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.61KNew |
$122K - $155K
|
2.61K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.54K+ 75.96% |
$119K - $151K
|
5.88K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.52K+ 17.29% |
$118K - $150K
|
17.1K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.78K+ 10.27% |
$83.4K - $106K
|
19.1K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 20.53% |
$69.1K - $87.7K
|
8.67K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
1.36K+ 13.91% |
$63.6K - $80.8K
|
11.1K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 4.48% |
$61.6K - $78.3K
|
30.7K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 3.82% |
$48.6K - $61.7K
|
28.2K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
907+ 1.53% |
$42.4K - $53.9K
|
60.4K
$4.07M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
755+ 10.35% |
$35.3K - $44.9K
|
8.05K
$543K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
630New |
$29.5K - $37.4K
|
630
$42.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
583+ 7.0% |
$27.3K - $34.6K
|
8.91K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
576+ 6.58% |
$27K - $34.2K
|
9.33K
$629K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565New |
$26.4K - $33.6K
|
565
$38.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
522+ 12.29% |
$24.4K - $31K
|
4.77K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
519+ 5.1% |
$24.3K - $30.8K
|
10.7K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
474+ 1.47% |
$22.2K - $28.2K
|
32.6K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
426+ 150.53% |
$19.9K - $25.3K
|
709
$47.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
426+ 150.53% |
$19.9K - $25.3K
|
709
$47.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
364+ 6.62% |
$17K - $21.6K
|
5.86K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
306+ 2.34% |
$14.3K - $18.2K
|
13.4K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
233+ 7.55% |
$10.9K - $13.8K
|
3.32K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216New |
$10.1K - $12.8K
|
216
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
185+ 1.85% |
$8.66K - $11K
|
10.2K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159New |
$7.44K - $9.45K
|
159
$10.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
110New |
$5.15K - $6.54K
|
110
$7.41K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
53New |
$2.48K - $3.15K
|
53
$3.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 0.31% |
$1.22K - $1.54K
|
8.46K
$570K
|