Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
96.7KNew |
$8.81M - $10.4M
|
96.7K
$14.1M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
63.8KNew |
$5.81M - $6.86M
|
63.8K
$9.32M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
52.3K+ 91.29% |
$4.76M - $5.62M
|
110K
$16M
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
44KNew |
$4.01M - $4.73M
|
44K
$6.43M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
39.5KNew |
$3.59M - $4.24M
|
39.5K
$5.77M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 73.75% |
$1.7M - $2.01M
|
44K
$6.43M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.9K+ 43.73% |
$1.54M - $1.81M
|
55.4K
$8.1M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.5KNew |
$1.23M - $1.45M
|
13.5K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 45.58% |
$1.05M - $1.24M
|
36.9K
$5.39M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.68KNew |
$882K - $1.04M
|
9.68K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.05K+ 6.25% |
$733K - $865K
|
137K
$20M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.32K+ 37.32% |
$667K - $787K
|
26.9K
$3.94M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.25KNew |
$660K - $779K
|
7.25K
$1.06M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.09K+ 44.2% |
$646K - $762K
|
23.1K
$3.38M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.51K+ 1208.53% |
$593K - $700K
|
7.05K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.33K+ 47.97% |
$304K - $358K
|
10.3K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 14.81% |
$285K - $336K
|
24.3K
$3.55M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.09KNew |
$281K - $332K
|
3.09K
$451K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.49KNew |
$227K - $267K
|
2.49K
$364K
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.09KNew |
$190K - $224K
|
2.09K
$305K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$292K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$292K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2K+ 78.36% |
$182K - $215K
|
4.55K
$665K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$180K - $212K
|
1.97K
$288K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.97KNew |
$179K - $212K
|
1.97K
$288K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.91KNew |
$174K - $205K
|
1.91K
$279K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.85K+ 28.13% |
$169K - $199K
|
8.43K
$1.23M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85KNew |
$168K - $199K
|
1.85K
$270K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 53.73% |
$167K - $197K
|
5.23K
$765K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.6K+ 70.93% |
$145K - $172K
|
3.85K
$562K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 12.5% |
$137K - $161K
|
13.5K
$1.97M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.24K+ 27.76% |
$113K - $133K
|
5.7K
$833K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 14.95% |
$102K - $121K
|
8.65K
$1.26M
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.05K+ 1.92% |
$96K - $113K
|
55.8K
$8.16M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
999New |
$91K - $107K
|
999
$146K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
991+ 14.7% |
$90.3K - $107K
|
7.73K
$1.13M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
859+ 818.1% |
$78.2K - $92.3K
|
964
$141K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
787+ 41.88% |
$71.7K - $84.6K
|
2.67K
$390K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$67.6K - $79.8K
|
742
$108K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
636+ 0.38% |
$57.9K - $68.4K
|
167K
$24.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
598+ 2.08% |
$54.5K - $64.3K
|
29.4K
$4.29M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
583+ 58300.0% |
$53.1K - $62.7K
|
584
$85.4K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
568+ 7.98% |
$51.7K - $61K
|
7.69K
$1.12M
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
500+ 19.8% |
$45.5K - $53.7K
|
3.03K
$442K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419+ 1.63% |
$38.2K - $45K
|
26.2K
$3.83M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
343+ 5.89% |
$31.2K - $36.9K
|
6.17K
$902K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
324+ 3.36% |
$29.5K - $34.8K
|
9.98K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
253+ 1.9% |
$23K - $27.2K
|
13.6K
$1.98M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$22.9K - $27.1K
|
252
$36.8K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
214+ 5.26% |
$19.5K - $23K
|
4.28K
$626K
|