Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
422K+ 1786.0% |
$6.64M - $7.91M
|
446K
$6.95M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
362K+ 78.06% |
$5.69M - $6.77M
|
825K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
303KNew |
$4.77M - $5.68M
|
303K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
290K+ 894.99% |
$4.56M - $5.43M
|
322K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
273K+ 53.24% |
$4.3M - $5.12M
|
787K
$12.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 7.71% |
$3.79M - $4.51M
|
3.36M
$52.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 209.86% |
$2.17M - $2.59M
|
204K
$3.18M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
118KNew |
$1.85M - $2.2M
|
118K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 62.19% |
$1.77M - $2.1M
|
293K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.1K+ 3.57% |
$1.26M - $1.5M
|
2.32M
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
78.3K+ 28.88% |
$1.23M - $1.47M
|
349K
$5.45M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
74.3KNew |
$1.17M - $1.39M
|
74.3K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.3KNew |
$807K - $960K
|
51.3K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
47.9K+ 230.55% |
$753K - $897K
|
68.7K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.1K+ 43.74% |
$615K - $732K
|
128K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.8KNew |
$610K - $726K
|
38.8K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
33.7K+ 16.76% |
$529K - $630K
|
234K
$3.65M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.9KNew |
$345K - $411K
|
21.9K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.6K+ 13.79% |
$246K - $293K
|
129K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15K+ 3.71% |
$236K - $281K
|
420K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.9KNew |
$235K - $279K
|
14.9K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.3K+ 41.1% |
$209K - $248K
|
45.5K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 110.75% |
$192K - $228K
|
23.2K
$362K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10.9KNew |
$172K - $205K
|
10.9K
$170K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
10KNew |
$157K - $188K
|
10K
$156K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.12K+ 219.7% |
$128K - $152K
|
11.8K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7K+ 21.27% |
$121K - $144K
|
43.9K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.09K+ 3.61% |
$112K - $133K
|
204K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.89K+ 27.51% |
$92.7K - $110K
|
27.3K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.3K+ 2.84% |
$83.3K - $99.2K
|
192K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.4K+ 18.76% |
$53.5K - $63.7K
|
21.5K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.29KNew |
$51.8K - $61.7K
|
3.29K
$51.3K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.04K+ 5.83% |
$47.9K - $57K
|
55.2K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.02K+ 22.36% |
$47.5K - $56.5K
|
16.5K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.85K+ 2.43% |
$29.1K - $34.7K
|
77.9K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.67K+ 4.18% |
$26.2K - $31.2K
|
41.5K
$647K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 8.2% |
$22.1K - $26.4K
|
18.6K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.1KNew |
$17.3K - $20.6K
|
1.1K
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.05K+ 0.62% |
$16.6K - $19.7K
|
171K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 7.44% |
$16.3K - $19.4K
|
14.9K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
937+ 7.49% |
$14.7K - $17.6K
|
13.4K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
836+ 1.55% |
$13.2K - $15.7K
|
54.7K
$853K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
796New |
$12.5K - $14.9K
|
796
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
651New |
$10.2K - $12.2K
|
651
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
508New |
$7.99K - $9.51K
|
508
$7.92K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
352+ 7.84% |
$5.54K - $6.59K
|
4.84K
$75.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
305+ 12.25% |
$4.8K - $5.71K
|
2.8K
$43.6K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
282+ 2.43% |
$4.44K - $5.28K
|
11.9K
$186K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
220+ 31.47% |
$3.46K - $4.12K
|
919
$14.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 6.92% |
$2.94K - $3.5K
|
2.89K
$45K
|