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
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.22% |
$561 - $713
|
5.38K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.74% |
$93.6 - $119
|
272
$18.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$93.6 - $119
|
570
$38K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 1.04% |
$421 - $535
|
860
$57.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14- 0.14% |
$655 - $832
|
10.1K
$672K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-44- 1.42% |
$2.06K - $2.61K
|
3.05K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82- 10.06% |
$3.84K - $4.87K
|
733
$48.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-103- 91.15% |
$4.82K - $6.12K
|
10
$667
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-206- 2.95% |
$9.64K - $12.2K
|
6.78K
$452K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-217- 3.49% |
$10.2K - $12.9K
|
5.99K
$400K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-225- 75.0% |
$10.5K - $13.4K
|
75
$5K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-272- 4.1% |
$12.7K - $16.2K
|
6.36K
$424K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-375- 2.95% |
$17.5K - $22.3K
|
12.3K
$822K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-390- 7.02% |
$18.2K - $23.2K
|
5.17K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-429- 3.66% |
$20.1K - $25.5K
|
11.3K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-441- 8.54% |
$20.6K - $26.2K
|
4.72K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-442- 3.33% |
$20.7K - $26.3K
|
12.8K
$857K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-500- 3.45% |
$23.4K - $29.7K
|
14K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-513- 1.96% |
$24K - $30.5K
|
25.7K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-578- 74.29% |
$27K - $34.3K
|
200
$13.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-608- 5.47% |
$28.4K - $36.1K
|
10.5K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-628- 1.61% |
$29.4K - $37.3K
|
38.3K
$2.55M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-630- 59.72% |
$29.5K - $37.4K
|
425
$28.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-935- 3.06% |
$43.7K - $55.6K
|
29.7K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-984- 5.27% |
$46K - $58.5K
|
17.7K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.15K- 42.27% |
$53.8K - $68.3K
|
1.57K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 4.16% |
$82K - $104K
|
40.4K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 2.35% |
$93.4K - $119K
|
83K
$5.54M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.09K- 0.65% |
$97.7K - $124K
|
317K
$21.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.68K- 23.11% |
$125K - $159K
|
8.91K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.46K- 16.3% |
$162K - $205K
|
17.8K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.5K- 27.3% |
$164K - $208K
|
9.32K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.11K- 1.55% |
$192K - $244K
|
262K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.02K- 2.56% |
$235K - $298K
|
192K
$12.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.06K- 86.37% |
$283K - $360K
|
956
$63.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.3K- 5.15% |
$483K - $613K
|
190K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.5K- 7.69% |
$490K - $622K
|
126K
$8.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.1K- 35.93% |
$517K - $657K
|
19.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 8.88% |
$522K - $663K
|
114K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.5K- 74.9% |
$680K - $864K
|
4.87K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 30.12% |
$707K - $898K
|
35K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-17.3K- 11.96% |
$810K - $1.03M
|
127K
$8.49M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.4KClosed |
$908K - $1.15M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-20.2K- 42.67% |
$947K - $1.2M
|
27.2K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-20.3K- 85.35% |
$952K - $1.21M
|
3.49K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-25.9K- 13.89% |
$1.21M - $1.54M
|
161K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.3K- 39.2% |
$1.33M - $1.68M
|
44K
$2.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-43.5K- 26.07% |
$2.03M - $2.58M
|
123K
$8.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.3K- 16.65% |
$2.17M - $2.75M
|
232K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.9K- 54.55% |
$2.2M - $2.79M
|
39.1K
$2.61M
|