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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
339New |
$20.1K - $21.7K
|
339
$21.7K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
327+ 1.23% |
$19.4K - $20.9K
|
26.9K
$1.72M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
287+ 1.7% |
$17K - $18.4K
|
17.2K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
251+ 0.36% |
$14.9K - $16.1K
|
69.5K
$4.44M
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
200+ 2.57% |
$11.9K - $12.8K
|
7.99K
$510K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 363.46% |
$11.2K - $12.1K
|
241
$15.4K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150+ 18.66% |
$8.9K - $9.6K
|
954
$60.9K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
145New |
$8.6K - $9.28K
|
145
$9.26K
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
90+ 0.86% |
$5.34K - $5.76K
|
10.6K
$676K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.6% |
$4.51K - $4.86K
|
12.8K
$816K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.44K - $3.71K
|
58
$3.71K
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
46+ 0.11% |
$2.73K - $2.94K
|
43.5K
$2.78M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44New |
$2.61K - $2.81K
|
44
$2.81K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24+ 0.39% |
$1.42K - $1.54K
|
6.22K
$397K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.14% |
$949 - $1.02K
|
11.2K
$718K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$475 - $512
|
3.01K
$192K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.28% |
$475 - $512
|
2.88K
$184K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.25% |
$59.3 - $64
|
398
$25.4K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.48% |
$59.3 - $64
|
210
$13.4K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 80.0% |
$237 - $256
|
1
$63.9
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.43% |
$890 - $960
|
3.51K
$224K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 9.22% |
$1.54K - $1.66K
|
256
$16.4K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 10.71% |
$2.14K - $2.3K
|
300
$19.2K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-40- 0.43% |
$2.37K - $2.56K
|
9.37K
$598K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-42- 0.56% |
$2.49K - $2.69K
|
7.48K
$478K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52- 0.16% |
$3.09K - $3.33K
|
31.5K
$2.01M
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-53- 10.88% |
$3.14K - $3.39K
|
434
$27.7K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-54- 21.26% |
$3.2K - $3.45K
|
200
$12.8K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 5.84% |
$4.09K - $4.41K
|
1.11K
$71.1K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-99- 0.83% |
$5.87K - $6.33K
|
11.8K
$754K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 1.82% |
$5.93K - $6.4K
|
5.41K
$345K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 2.06% |
$5.99K - $6.46K
|
4.8K
$307K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 0.94% |
$6.11K - $6.59K
|
10.9K
$693K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-105- 50.0% |
$6.23K - $6.72K
|
105
$6.71K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-130- 8.13% |
$7.71K - $8.32K
|
1.47K
$93.9K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-140- 1.78% |
$8.31K - $8.96K
|
7.74K
$494K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-150- 1.43% |
$8.9K - $9.6K
|
10.3K
$658K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-166- 4.49% |
$9.85K - $10.6K
|
3.53K
$226K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-173- 3.23% |
$10.3K - $11.1K
|
5.18K
$331K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-200- 85.11% |
$11.9K - $12.8K
|
35
$2.24K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-253- 2.02% |
$15K - $16.2K
|
12.3K
$784K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-364- 4.18% |
$21.6K - $23.3K
|
8.35K
$533K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-465- 8.14% |
$27.6K - $29.7K
|
5.25K
$335K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-586- 1.78% |
$34.8K - $37.5K
|
32.3K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-951- 13.03% |
$56.4K - $60.8K
|
6.35K
$406K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.2K- 6.69% |
$71.2K - $76.8K
|
16.7K
$1.07M
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.21K- 16.86% |
$71.5K - $77.1K
|
5.94K
$380K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.42K- 5.46% |
$84.1K - $90.7K
|
24.6K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.87K- 13.68% |
$111K - $119K
|
11.8K
$752K
|