Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.5K+ 575.55% |
$1.01M - $1.12M
|
7.63K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.22KNew |
$502K - $556K
|
3.22K
$544K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.53KNew |
$238K - $264K
|
1.53K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.41KNew |
$220K - $243K
|
1.41K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2KNew |
$186K - $207K
|
1.2K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
797+ 61.88% |
$124K - $138K
|
2.09K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
739+ 53.32% |
$115K - $128K
|
2.13K
$359K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
710+ 7.93% |
$111K - $123K
|
9.66K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
248+ 4.12% |
$38.6K - $42.8K
|
6.27K
$1.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
175+ 12.4% |
$27.3K - $30.2K
|
1.59K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
164+ 6.35% |
$25.5K - $28.3K
|
2.75K
$464K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.69% |
$2.8K - $3.11K
|
2.64K
$445K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.07% |
$779 - $863
|
6.83K
$1.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 7.5% |
$467 - $518
|
43
$7.26K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2- 0.02% |
$312 - $345
|
9.28K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$467 - $518
|
5.1K
$861K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-22- 0.31% |
$3.43K - $3.8K
|
7.12K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 4.65% |
$5.45K - $6.04K
|
717
$121K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-53- 1.72% |
$8.26K - $9.15K
|
3.03K
$510K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 11.11% |
$15.6K - $17.3K
|
800
$135K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 5.73% |
$16.7K - $18.5K
|
1.76K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-122- 7.95% |
$19K - $21.1K
|
1.41K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-187- 7.43% |
$29.1K - $32.3K
|
2.33K
$393K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-238- 48.67% |
$37.1K - $41.1K
|
251
$42.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-339- 0.49% |
$52.8K - $58.5K
|
68.2K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-630- 1.47% |
$98.1K - $109K
|
42.1K
$7.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-821- 5.77% |
$128K - $142K
|
13.4K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.82K- 26.05% |
$283K - $314K
|
5.16K
$871K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 4.05% |
$857K - $949K
|
130K
$22M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-7.93K- 88.56% |
$1.23M - $1.37M
|
1.02K
$173K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31.2K- 85.02% |
$4.85M - $5.38M
|
5.49K
$927K
|