Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.58KNew |
$897K - $1.04M
|
6.58K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.51KNew |
$751K - $872K
|
5.51K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 24.47% |
$237K - $276K
|
8.87K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
783+ 14.01% |
$107K - $124K
|
6.37K
$979K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
399+ 25.4% |
$54.3K - $63.1K
|
1.97K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
59+ 0.88% |
$8.03K - $9.34K
|
6.73K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 8.73% |
$2.72K - $3.17K
|
209
$32.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 1.15% |
$5.31K - $6.17K
|
3.36K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 14.53% |
$12.7K - $14.7K
|
547
$84K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$854K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-116- 1.6% |
$15.8K - $18.4K
|
7.12K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 1.61% |
$245K - $285K
|
110K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.69K- 6.11% |
$503K - $584K
|
56.8K
$8.72M
|