Purchases and Sales Made in Q3 2024 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.86M - $4.19M
|
60.6K
$3.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
12.7K+ 85.12% |
$811K - $879K
|
27.7K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 22.36% |
$785K - $851K
|
67.4K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10.7K+ 28.21% |
$679K - $736K
|
48.4K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.52K+ 7.63% |
$607K - $658K
|
134K
$8.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
7.28KNew |
$464K - $503K
|
7.28K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.26KNew |
$463K - $501K
|
7.26K
$464K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.47KNew |
$412K - $447K
|
6.47K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.1KNew |
$389K - $421K
|
6.1K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93K+ 56.25% |
$314K - $340K
|
13.7K
$874K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93K+ 56.25% |
$314K - $340K
|
13.7K
$874K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.42K+ 6.96% |
$282K - $305K
|
67.9K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.71K+ 3.48% |
$236K - $256K
|
110K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$198K - $214K
|
3.1K
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.3KNew |
$147K - $159K
|
2.3K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84K+ 112.88% |
$117K - $127K
|
3.47K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 4.24% |
$89K - $96.4K
|
34.3K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 381.63% |
$80.8K - $87.5K
|
1.6K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 11.38% |
$75.7K - $82.1K
|
11.6K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 11.72% |
$64.1K - $69.4K
|
9.58K
$612K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
543+ 23.3% |
$34.6K - $37.5K
|
2.87K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307New |
$19.6K - $21.2K
|
307
$19.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
272+ 4.47% |
$17.3K - $18.8K
|
6.36K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
267New |
$17K - $18.4K
|
267
$17.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248New |
$15.8K - $17.1K
|
248
$15.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$6.06K - $6.56K
|
95
$6.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
76New |
$4.84K - $5.25K
|
76
$4.85K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41+ 0.7% |
$2.61K - $2.83K
|
5.86K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21+ 0.35% |
$1.34K - $1.45K
|
5.96K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 0.23% |
$956 - $1.04K
|
6.49K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.35% |
$765 - $829
|
3.45K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 1.08% |
$255 - $276
|
375
$24K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.43% |
$191 - $207
|
696
$44.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.79% |
$127 - $138
|
255
$16.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$63.7 - $69.1
|
215
$13.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.05% |
$63.7 - $69.1
|
1.89K
$121K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$63.7 - $69.1
|
251
$16K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$63.7 - $69.1
|
17.9K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.23% |
$319 - $345
|
2.19K
$140K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$382 - $414
|
2.8K
$179K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.07% |
$446 - $483
|
9.56K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 0.04% |
$829 - $898
|
32.2K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20- 0.25% |
$1.27K - $1.38K
|
7.96K
$508K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 16.45% |
$1.59K - $1.73K
|
127
$8.11K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 15.79% |
$1.91K - $2.07K
|
160
$10.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-76- 0.75% |
$4.84K - $5.25K
|
10.1K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118- 0.32% |
$7.52K - $8.15K
|
36.4K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 0.58% |
$10.7K - $11.6K
|
28.8K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-186- 1.02% |
$11.9K - $12.8K
|
18.1K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-190- 9.12% |
$12.1K - $13.1K
|
1.89K
$121K
|