Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FIRST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
366K+ 67.78% |
$21.7M - $23.4M
|
906K
$57.9M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
94K+ 6.89% |
$5.58M - $6.02M
|
1.46M
$93.3M
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.6M - $3.88M
|
60.6K
$3.87M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 12.6% |
$3.2M - $3.45M
|
481K
$30.7M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.7KNew |
$1.94M - $2.09M
|
32.7K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27.2K+ 43.67% |
$1.62M - $1.74M
|
89.6K
$5.72M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.5K+ 17.39% |
$1.57M - $1.69M
|
179K
$11.4M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.5K+ 23729.29% |
$1.39M - $1.5M
|
23.6K
$1.51M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 10.86% |
$1.3M - $1.4M
|
224K
$14.3M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 147.38% |
$1.14M - $1.23M
|
32.3K
$2.06M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.6KNew |
$1.1M - $1.19M
|
18.6K
$1.19M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
17KNew |
$1.01M - $1.09M
|
17K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$840K - $905K
|
14.2K
$904K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
12.1K+ 26.27% |
$719K - $775K
|
58.3K
$3.72M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12K+ 7.01% |
$712K - $768K
|
183K
$11.7M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.9K+ 13.07% |
$707K - $762K
|
103K
$6.58M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
11.5K+ 187.13% |
$684K - $738K
|
17.7K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4K+ 63.06% |
$674K - $726K
|
29.4K
$1.88M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4K+ 63.06% |
$674K - $726K
|
29.4K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 8.34% |
$461K - $497K
|
101K
$6.45M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.03KNew |
$417K - $450K
|
7.03K
$449K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.65K+ 85.57% |
$394K - $425K
|
14.4K
$921K
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
6.63K+ 17.35% |
$393K - $424K
|
44.8K
$2.86M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
6.23K+ 9.46% |
$370K - $399K
|
72.1K
$4.61M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.6KNew |
$332K - $358K
|
5.6K
$358K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.97K+ 29.52% |
$295K - $318K
|
21.8K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.61KNew |
$274K - $295K
|
4.61K
$294K
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$268K - $289K
|
4.51K
$288K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.36K+ 57.58% |
$259K - $279K
|
11.9K
$762K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.2KNew |
$249K - $269K
|
4.2K
$268K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.19K+ 6.33% |
$248K - $268K
|
70.3K
$4.49M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.95K+ 17.96% |
$234K - $253K
|
25.9K
$1.66M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.59K+ 4.51% |
$213K - $230K
|
83.1K
$5.31M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.42K+ 2.38% |
$203K - $219K
|
147K
$9.4M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.3KNew |
$195K - $211K
|
3.3K
$210K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $209K
|
3.26K
$208K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.24KNew |
$192K - $207K
|
3.24K
$207K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 14.9% |
$137K - $148K
|
17.9K
$1.14M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.31K+ 41.94% |
$137K - $148K
|
7.83K
$500K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.99KNew |
$118K - $127K
|
1.99K
$127K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.69K+ 26.92% |
$100K - $108K
|
7.98K
$510K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.41K+ 2.02% |
$83.4K - $89.9K
|
71.1K
$4.54M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
886+ 3.51% |
$52.6K - $56.7K
|
26.1K
$1.67M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$52.2K - $56.2K
|
879
$56.2K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
635+ 0.93% |
$37.7K - $40.6K
|
68.7K
$4.39M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
551+ 9.09% |
$32.7K - $35.2K
|
6.61K
$422K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
431+ 1.3% |
$25.6K - $27.6K
|
33.6K
$2.15M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
393+ 2.38% |
$23.3K - $25.1K
|
16.9K
$1.08M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
361+ 0.72% |
$21.4K - $23.1K
|
50.4K
$3.22M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
351+ 2.88% |
$20.8K - $22.5K
|
12.5K
$800K
|