Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
749+ 6.61% |
$63.6K - $73.7K
|
12.1K
$1.9M
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
640+ 2.19% |
$54.3K - $63K
|
29.9K
$4.7M
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
559+ 0.99% |
$47.4K - $55K
|
57.2K
$8.99M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
458New |
$38.9K - $45K
|
458
$71.9K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
392+ 13.01% |
$33.3K - $38.6K
|
3.4K
$535K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
369+ 1054.29% |
$31.3K - $36.3K
|
404
$63.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
361+ 7.96% |
$30.6K - $35.5K
|
4.9K
$769K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310New |
$26.3K - $30.5K
|
310
$48.7K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
292+ 60.33% |
$24.8K - $28.7K
|
776
$122K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
291New |
$24.7K - $28.6K
|
291
$45.7K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
225New |
$19.1K - $22.1K
|
225
$35.3K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
179+ 5.78% |
$15.2K - $17.6K
|
3.28K
$515K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
145+ 2.14% |
$12.3K - $14.3K
|
6.94K
$1.09M
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
132+ 0.37% |
$11.2K - $13K
|
36K
$5.66M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
118+ 1.13% |
$10K - $11.6K
|
10.5K
$1.66M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
105New |
$8.91K - $10.3K
|
105
$16.5K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
88+ 1.14% |
$7.47K - $8.66K
|
7.84K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
76New |
$6.45K - $7.48K
|
76
$11.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.58K - $5.31K
|
54
$8.48K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47New |
$3.99K - $4.62K
|
47
$7.38K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.93% |
$2.55K - $2.95K
|
3.27K
$513K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
29+ 10.14% |
$2.46K - $2.85K
|
315
$49.5K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15+ 0.16% |
$1.27K - $1.48K
|
9.53K
$1.5M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11+ 0.07% |
$933 - $1.08K
|
15.3K
$2.4M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$679 - $787
|
18.6K
$2.92M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4+ 0.06% |
$339 - $393
|
7.27K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 4.29% |
$255 - $295
|
73
$11.5K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.06% |
$170 - $197
|
3.61K
$566K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$84.9 - $98.4
|
263
$41.3K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$84.9 - $98.4
|
1.07K
$169K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.1% |
$84.9 - $98.4
|
1.03K
$161K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.03% |
$170 - $197
|
6.73K
$1.06M
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4- 0.03% |
$339 - $393
|
12K
$1.88M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 3.58% |
$1.7K - $1.97K
|
539
$84.6K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.47% |
$3.56K - $4.13K
|
2.81K
$441K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 14.29% |
$4.24K - $4.92K
|
300
$47.1K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-58- 0.72% |
$4.92K - $5.7K
|
8.04K
$1.26M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 2.59% |
$5.09K - $5.9K
|
2.26K
$354K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-67- 1.15% |
$5.68K - $6.59K
|
5.76K
$905K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-106- 0.74% |
$8.99K - $10.4K
|
14.3K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-107- 89.92% |
$9.08K - $10.5K
|
12
$1.88K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-116- 2.77% |
$9.84K - $11.4K
|
4.07K
$639K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-120- 3.29% |
$10.2K - $11.8K
|
3.53K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-132- 0.67% |
$11.2K - $13K
|
19.7K
$3.09M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-153- 55.04% |
$13K - $15K
|
125
$19.6K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-181- 7.43% |
$15.4K - $17.8K
|
2.26K
$354K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-186- 2.61% |
$15.8K - $18.3K
|
6.95K
$1.09M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-224- 37.52% |
$19K - $22K
|
373
$58.6K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-289- 14.32% |
$24.5K - $28.4K
|
1.73K
$272K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-300- 6.86% |
$25.5K - $29.5K
|
4.07K
$639K
|