Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
721+ 6.8% |
$87.8K - $99.8K
|
11.3K
$1.79M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
619New |
$75.3K - $85.7K
|
619
$97.8K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
535New |
$65.1K - $74K
|
535
$84.5K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
510+ 0.37% |
$62.1K - $70.6K
|
138K
$21.8M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
481+ 4.75% |
$58.5K - $66.6K
|
10.6K
$1.68M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
348+ 11.62% |
$42.4K - $48.2K
|
3.34K
$528K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
333+ 17.85% |
$40.5K - $46.1K
|
2.2K
$347K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
328New |
$39.9K - $45.4K
|
328
$51.8K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
323+ 5.71% |
$39.3K - $44.7K
|
5.98K
$945K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
265+ 1.48% |
$32.3K - $36.7K
|
18.2K
$2.87M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
249New |
$30.3K - $34.5K
|
249
$39.3K
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
225New |
$27.4K - $31.1K
|
225
$35.6K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
180+ 0.89% |
$21.9K - $24.9K
|
20.4K
$3.22M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
175+ 0.26% |
$21.3K - $24.2K
|
68.5K
$10.8M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
150+ 3.38% |
$18.3K - $20.8K
|
4.58K
$724K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
147New |
$17.9K - $20.3K
|
147
$23.2K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
138+ 7.07% |
$16.8K - $19.1K
|
2.09K
$330K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
76+ 3.06% |
$9.25K - $10.5K
|
2.56K
$405K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
70New |
$8.52K - $9.69K
|
70
$11.1K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
61+ 1.25% |
$7.42K - $8.44K
|
4.93K
$778K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
41New |
$4.99K - $5.67K
|
41
$6.48K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
35+ 1.56% |
$4.26K - $4.84K
|
2.27K
$359K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.48% |
$2.31K - $2.63K
|
4.01K
$633K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.33% |
$2.07K - $2.35K
|
1.3K
$205K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.08% |
$1.58K - $1.8K
|
15.4K
$2.44M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.58K - $1.8K
|
13
$2.05K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.04% |
$365 - $415
|
8.27K
$1.31M
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$243 - $277
|
8.78K
$1.39M
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$243 - $277
|
3.19K
$504K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$122 - $138
|
958
$151K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.17% |
$122 - $138
|
574
$90.7K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-5- 0.03% |
$609 - $692
|
17.4K
$2.75M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-14Closed |
$1.7K - $1.94K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16Closed |
$1.95K - $2.21K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-25- 0.07% |
$3.04K - $3.46K
|
36.9K
$5.82M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-37- 6.25% |
$4.5K - $5.12K
|
555
$87.7K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-40- 0.45% |
$4.87K - $5.54K
|
8.82K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-40- 0.99% |
$4.87K - $5.54K
|
3.99K
$630K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 10.96% |
$4.87K - $5.54K
|
325
$51.4K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-42- 48.28% |
$5.11K - $5.81K
|
45
$7.11K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-43- 9.35% |
$5.23K - $5.95K
|
417
$65.9K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 0.35% |
$5.48K - $6.23K
|
12.9K
$2.04M
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 12.5% |
$6.09K - $6.92K
|
350
$55.3K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-59- 2.6% |
$7.18K - $8.16K
|
2.21K
$349K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-63- 34.81% |
$7.67K - $8.72K
|
118
$18.6K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-69Closed |
$8.4K - $9.55K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-71- 1.15% |
$8.64K - $9.82K
|
6.09K
$963K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-73- 1.0% |
$8.89K - $10.1K
|
7.2K
$1.14M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-75- 1.91% |
$9.13K - $10.4K
|
3.86K
$610K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-85Closed |
$10.3K - $11.8K
|
0
$0
|