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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48K- 32.48% |
$2.24M - $2.85M
|
99.8K
$6.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-53.7K- 81.56% |
$2.51M - $3.19M
|
12.1K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.5K- 9.59% |
$2.83M - $3.6M
|
570K
$38M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-70.2K- 57.37% |
$3.28M - $4.17M
|
52.1K
$3.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-73.3K- 40.67% |
$3.43M - $4.36M
|
107K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-80.8K- 82.75% |
$3.78M - $4.8M
|
16.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84.8K- 74.28% |
$3.97M - $5.04M
|
29.4K
$1.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-97.2K- 37.15% |
$4.55M - $5.78M
|
165K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.6K- 5.79% |
$4.56M - $5.8M
|
1.59M
$106M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-106K- 30.08% |
$4.94M - $6.27M
|
245K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-106K- 60.6% |
$4.96M - $6.29M
|
68.9K
$4.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 6.79% |
$5.27M - $6.69M
|
1.55M
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-128K- 35.3% |
$5.97M - $7.59M
|
234K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211K- 12.0% |
$9.86M - $12.5M
|
1.55M
$103M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-268K- 98.3% |
$12.5M - $15.9M
|
4.63K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.51M- 11.2% |
$70.5M - $89.6M
|
12M
$797M
|