Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52- 0.42% |
$3.34K - $3.55K
|
12.4K
$795K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-61- 0.93% |
$3.92K - $4.17K
|
6.47K
$413K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-80- 1.22% |
$5.14K - $5.46K
|
6.45K
$412K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-110- 36.67% |
$7.07K - $7.51K
|
190
$12.1K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-114- 44.19% |
$7.33K - $7.79K
|
144
$9.2K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-125- 0.47% |
$8.03K - $8.54K
|
26.4K
$1.69M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-143- 34.29% |
$9.19K - $9.77K
|
274
$17.5K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-169- 1.89% |
$10.9K - $11.5K
|
8.76K
$559K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-189- 4.79% |
$12.1K - $12.9K
|
3.76K
$240K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-224- 3.55% |
$14.4K - $15.3K
|
6.09K
$389K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-328- 6.58% |
$21.1K - $22.4K
|
4.66K
$298K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-345- 15.46% |
$22.2K - $23.6K
|
1.89K
$121K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-370- 8.66% |
$23.8K - $25.3K
|
3.9K
$249K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-424- 1.27% |
$27.3K - $29K
|
32.9K
$2.1M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 5.3% |
$30.8K - $32.8K
|
8.58K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.71% |
$31.4K - $33.3K
|
9.86K
$630K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-490- 3.33% |
$31.5K - $33.5K
|
14.2K
$910K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-529- 4.89% |
$34K - $36.1K
|
10.3K
$657K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-545- 14.76% |
$35K - $37.2K
|
3.15K
$201K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-570- 2.53% |
$36.6K - $38.9K
|
22K
$1.41M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-637- 14.15% |
$40.9K - $43.5K
|
3.86K
$247K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-671- 29.16% |
$43.1K - $45.8K
|
1.63K
$104K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-880- 6.22% |
$56.6K - $60.1K
|
13.3K
$848K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.01K- 13.88% |
$64.6K - $68.6K
|
6.24K
$398K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 5.62% |
$69.9K - $74.3K
|
18.3K
$1.17M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 2.91% |
$71.7K - $76.2K
|
37.2K
$2.38M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.95% |
$96.7K - $103K
|
36.5K
$2.33M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.7K- 2.51% |
$109K - $116K
|
66K
$4.22M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.54K- 3.85% |
$164K - $174K
|
63.5K
$4.06M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.82K- 9.63% |
$181K - $193K
|
26.5K
$1.69M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.04K- 5.23% |
$196K - $208K
|
55.1K
$3.52M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.62K- 0.99% |
$232K - $247K
|
363K
$23.2M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.39K- 56.82% |
$282K - $300K
|
3.34K
$213K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.45K- 13.33% |
$286K - $304K
|
28.9K
$1.85M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.93K- 36.0% |
$317K - $336K
|
8.76K
$559K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.01K- 20.21% |
$322K - $342K
|
19.8K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.3K- 14.11% |
$341K - $362K
|
32.2K
$2.06M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.48K- 16.08% |
$352K - $374K
|
28.6K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.64K- 39.19% |
$363K - $385K
|
8.76K
$559K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.72K- 35.42% |
$368K - $391K
|
10.4K
$667K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.89K- 10.44% |
$507K - $539K
|
67.7K
$4.32M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.34K- 6.26% |
$536K - $570K
|
125K
$7.98M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.5K- 38.23% |
$999K - $1.06M
|
25.1K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.9K- 7.38% |
$1.22M - $1.29M
|
237K
$15.2M
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-19.1K- 80.15% |
$1.22M - $1.3M
|
4.72K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 4.14% |
$1.28M - $1.36M
|
460K
$29.4M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.9K- 4.14% |
$1.28M - $1.36M
|
460K
$29.4M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.7K- 27.74% |
$1.33M - $1.41M
|
54K
$3.45M
|