Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded First (FXG)
This table provides information about the institutional ownership of First Tr Exchange Traded First (FXG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-394- 1.25% |
$22.5K - $25K
|
31.1K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-398- 4.96% |
$22.7K - $25.2K
|
7.63K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-443- 10.92% |
$25.3K - $28.1K
|
3.61K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 10.13% |
$27.4K - $30.5K
|
4.27K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-497- 18.38% |
$28.3K - $31.5K
|
2.21K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-550- 7.06% |
$31.4K - $34.9K
|
7.24K
$468K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-592- 12.05% |
$33.8K - $37.5K
|
4.32K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-727- 3.66% |
$41.5K - $46.1K
|
19.2K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-763- 10.72% |
$43.5K - $48.4K
|
6.35K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-771- 14.71% |
$44K - $48.9K
|
4.47K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-780- 5.12% |
$44.5K - $49.4K
|
14.4K
$935K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-992- 7.98% |
$56.6K - $62.9K
|
11.4K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.01K- 68.06% |
$57.6K - $64K
|
474
$30.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.04K- 3.8% |
$59.4K - $66K
|
26.4K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 26.19% |
$60.2K - $66.9K
|
2.97K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.07K- 18.58% |
$61K - $67.7K
|
4.68K
$303K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.11K- 7.44% |
$63.4K - $70.5K
|
13.8K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.23K- 19.03% |
$70.2K - $78K
|
5.24K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 19.69% |
$75.9K - $84.3K
|
5.43K
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 12.8% |
$79.2K - $88K
|
9.46K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 15.43% |
$97.7K - $109K
|
9.39K
$607K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.75K- 41.35% |
$99.8K - $111K
|
2.48K
$161K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 6.37% |
$116K - $129K
|
30K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.11K- 1.96% |
$121K - $134K
|
106K
$6.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.26K- 12.56% |
$129K - $143K
|
15.8K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.31K- 5.74% |
$132K - $146K
|
37.9K
$2.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.39K- 32.96% |
$136K - $152K
|
4.87K
$315K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.77K- 86.07% |
$158K - $176K
|
449
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.12K- 57.94% |
$178K - $198K
|
2.26K
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.92K- 37.56% |
$223K - $248K
|
6.51K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.93K- 37.36% |
$224K - $249K
|
6.58K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.47K- 22.93% |
$255K - $284K
|
15K
$973K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.57K- 5.45% |
$261K - $290K
|
79.3K
$5.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-6.23K- 9.03% |
$355K - $395K
|
62.7K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.34K- 33.54% |
$362K - $402K
|
12.6K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.41K- 22.21% |
$365K - $406K
|
22.4K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.95K- 32.14% |
$511K - $567K
|
18.9K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.02K- 11.31% |
$514K - $571K
|
70.7K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.4K- 22.93% |
$652K - $724K
|
38.4K
$2.48M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.7K- 23.13% |
$670K - $744K
|
39K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.5K- 25.2% |
$713K - $792K
|
37.1K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-14.1K- 76.61% |
$803K - $892K
|
4.3K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.1K- 51.96% |
$1.32M - $1.46M
|
21.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24K- 59.31% |
$1.37M - $1.52M
|
16.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.3K- 29.0% |
$1.44M - $1.6M
|
62K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.7K- 30.79% |
$1.81M - $2.01M
|
71.2K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42.4K- 90.18% |
$2.42M - $2.69M
|
4.62K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.5K- 52.66% |
$2.43M - $2.69M
|
38.2K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-77.5K- 18.93% |
$4.42M - $4.91M
|
332K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-93.5K- 23.51% |
$5.33M - $5.93M
|
304K
$19.7M
|