Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 2.76% |
$22.1K - $24.4K
|
6.32K
$992K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-199- 29.22% |
$24.6K - $27.1K
|
482
$75.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 5.87% |
$24.7K - $27.3K
|
3.21K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-212- 3.88% |
$26.2K - $28.9K
|
5.26K
$825K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216- 0.83% |
$26.7K - $29.4K
|
25.7K
$4.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-219- 8.64% |
$27.1K - $29.8K
|
2.32K
$364K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-224- 3.73% |
$27.7K - $30.5K
|
5.77K
$907K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-269- 4.55% |
$33.2K - $36.7K
|
5.64K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-270- 0.8% |
$33.4K - $36.8K
|
33.5K
$5.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-272- 3.0% |
$33.6K - $37.1K
|
8.78K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-275- 3.69% |
$34K - $37.5K
|
7.18K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-288- 6.5% |
$35.6K - $39.2K
|
4.14K
$651K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-314- 4.21% |
$38.8K - $42.8K
|
7.14K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-330- 0.34% |
$40.8K - $45K
|
97K
$15.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-361- 5.26% |
$44.6K - $49.2K
|
6.5K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-408- 1.15% |
$50.4K - $55.6K
|
35.2K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-428Closed |
$52.9K - $58.3K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-508- 3.49% |
$62.8K - $69.2K
|
14.1K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-599- 9.43% |
$74K - $81.6K
|
5.76K
$904K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-630- 10.16% |
$77.8K - $85.8K
|
5.57K
$875K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-879- 3.86% |
$109K - $120K
|
21.9K
$3.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 24.99% |
$138K - $152K
|
3.35K
$527K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.12K- 33.25% |
$138K - $152K
|
2.24K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.16K- 11.15% |
$144K - $159K
|
9.27K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.2K- 31.4% |
$148K - $164K
|
2.63K
$412K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.38K- 15.55% |
$170K - $187K
|
7.47K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.41K- 3.06% |
$174K - $192K
|
44.7K
$7.02M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.49K- 2.23% |
$184K - $202K
|
65.1K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.57K- 3.0% |
$194K - $214K
|
50.9K
$7.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 1.44% |
$205K - $226K
|
113K
$17.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.78K- 1.04% |
$220K - $243K
|
170K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 11.07% |
$222K - $245K
|
14.4K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.83K- 97.39% |
$226K - $249K
|
49
$7.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.94K- 93.18% |
$240K - $264K
|
142
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.22K- 2.05% |
$274K - $303K
|
106K
$16.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 35.68% |
$371K - $409K
|
5.41K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.04K- 25.32% |
$376K - $414K
|
8.97K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.16K- 1.88% |
$390K - $430K
|
165K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.48K- 7.2% |
$430K - $475K
|
44.9K
$7.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.07K- 67.26% |
$626K - $691K
|
2.47K
$387K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.76K- 54.02% |
$711K - $784K
|
4.9K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.3K- 7.05% |
$1.15M - $1.27M
|
123K
$19.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.2K- 9.81% |
$1.51M - $1.67M
|
112K
$17.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 21.45% |
$1.56M - $1.73M
|
46.4K
$7.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-19.3K- 72.2% |
$2.39M - $2.63M
|
7.44K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 73.37% |
$4.25M - $4.69M
|
12.5K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-46.8K- 21.78% |
$5.78M - $6.37M
|
168K
$26.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-47.2K- 31.28% |
$5.83M - $6.43M
|
104K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55K- 33.26% |
$6.79M - $7.49M
|
110K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.2K- 8.43% |
$7.68M - $8.47M
|
675K
$106M
|