Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXN) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 63.45% |
$171K - $208K
|
6.74K
$105K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-11.8K- 91.21% |
$171K - $209K
|
1.13K
$17.7K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12K- 98.04% |
$175K - $213K
|
240
$3.74K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-13.5K- 42.37% |
$197K - $240K
|
18.3K
$286K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-13.8KClosed |
$202K - $246K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 44.31% |
$237K - $290K
|
20.5K
$319K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17K- 43.61% |
$248K - $302K
|
22K
$343K
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.8K- 70.95% |
$289K - $353K
|
8.13K
$127K
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-28.6K- 58.69% |
$417K - $508K
|
20.1K
$314K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-32.4K- 60.92% |
$472K - $576K
|
20.8K
$324K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32.4K- 60.92% |
$472K - $576K
|
20.8K
$324K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-35.3K- 52.28% |
$515K - $628K
|
32.2K
$502K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-35.9K- 62.1% |
$523K - $638K
|
21.9K
$341K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.4K- 21.49% |
$530K - $647K
|
133K
$2.07M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.4K- 15.5% |
$661K - $806K
|
247K
$3.86M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45.4K- 24.35% |
$662K - $807K
|
141K
$2.2M
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.5K- 44.86% |
$722K - $880K
|
60.8K
$948K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-49.6K- 18.17% |
$723K - $882K
|
223K
$3.48M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.3K- 16.16% |
$865K - $1.05M
|
308K
$4.8M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62.2K- 24.39% |
$908K - $1.11M
|
193K
$3.01M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-65K- 71.36% |
$948K - $1.16M
|
26.1K
$407K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.8K- 16.73% |
$989K - $1.21M
|
338K
$5.26M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-68.1K- 55.72% |
$993K - $1.21M
|
54.1K
$844K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73.9K- 23.47% |
$1.08M - $1.31M
|
241K
$3.76M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.8K- 64.75% |
$1.15M - $1.4M
|
42.9K
$669K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-81.3K- 44.02% |
$1.18M - $1.44M
|
103K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-86.1K- 87.72% |
$1.26M - $1.53M
|
12.1K
$188K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-91.4K- 98.16% |
$1.33M - $1.63M
|
1.72K
$26.8K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-94.9K- 51.63% |
$1.38M - $1.69M
|
88.9K
$1.39M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-96.8K- 24.31% |
$1.41M - $1.72M
|
301K
$4.7M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-173K- 40.54% |
$2.52M - $3.08M
|
254K
$3.96M
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-201K- 94.62% |
$2.94M - $3.58M
|
11.5K
$179K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-210K- 90.27% |
$3.07M - $3.74M
|
22.7K
$354K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-293K- 31.69% |
$4.27M - $5.21M
|
632K
$9.85M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-318K- 62.93% |
$4.64M - $5.66M
|
188K
$2.92M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-328K- 98.26% |
$4.78M - $5.83M
|
5.79K
$90.3K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-330K- 13.8% |
$4.81M - $5.87M
|
2.06M
$32.1M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-406K- 95.75% |
$5.92M - $7.22M
|
18K
$281K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-424K- 78.31% |
$6.18M - $7.53M
|
117K
$1.83M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-447K- 64.57% |
$6.51M - $7.94M
|
245K
$3.82M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-499K- 61.96% |
$7.28M - $8.88M
|
307K
$4.78M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-503K- 58.49% |
$7.34M - $8.95M
|
357K
$5.57M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-517K- 47.99% |
$7.54M - $9.2M
|
561K
$8.74M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-535K- 15.21% |
$7.8M - $9.52M
|
2.98M
$46.5M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-542K- 99.92% |
$7.9M - $9.63M
|
443
$6.91K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-582K- 35.69% |
$8.49M - $10.4M
|
1.05M
$16.4M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-590K- 51.27% |
$8.6M - $10.5M
|
561K
$8.74M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-627K- 46.82% |
$9.14M - $11.1M
|
712K
$11.1M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-714K- 81.29% |
$10.4M - $12.7M
|
164K
$2.56M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-732K- 89.48% |
$10.7M - $13M
|
86.1K
$1.34M
|