Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19M+ 39.04% |
$18.2M - $21.5M
|
4.24M
$66M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
514K+ 2900.87% |
$7.86M - $9.28M
|
532K
$8.29M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
380KNew |
$5.81M - $6.86M
|
380K
$5.92M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
377K+ 97.77% |
$5.77M - $6.81M
|
763K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
278K+ 568.69% |
$4.24M - $5.01M
|
326K
$5.09M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
238K+ 11.84% |
$3.64M - $4.3M
|
2.25M
$35M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
202KNew |
$3.08M - $3.64M
|
202K
$3.14M
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
190KNew |
$2.9M - $3.42M
|
190K
$2.96M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 181.85% |
$2.28M - $2.69M
|
231K
$3.6M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
77.8K+ 278.25% |
$1.19M - $1.41M
|
106K
$1.65M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
77.5K+ 17.55% |
$1.19M - $1.4M
|
519K
$8.1M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.1K+ 21.88% |
$1.03M - $1.21M
|
374K
$5.83M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
61.2KNew |
$935K - $1.1M
|
61.2K
$953K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55.5KNew |
$849K - $1M
|
55.5K
$865K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.6K+ 58.73% |
$774K - $914K
|
137K
$2.13M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.4K+ 6.5% |
$740K - $874K
|
793K
$12.4M
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
47.5KNew |
$726K - $858K
|
47.5K
$741K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.4K+ 183.1% |
$542K - $640K
|
54.8K
$854K
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
34.4K+ 24.03% |
$526K - $621K
|
178K
$2.77M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.6K+ 45.09% |
$482K - $570K
|
102K
$1.58M
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
28.6KNew |
$438K - $517K
|
28.6K
$446K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.4KNew |
$357K - $422K
|
23.4K
$364K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
21.7KNew |
$332K - $393K
|
21.7K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.4KNew |
$327K - $387K
|
21.4K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
21.3KNew |
$326K - $386K
|
21.3K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.1K+ 11742.21% |
$276K - $327K
|
18.2K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
17.9KNew |
$274K - $324K
|
17.9K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 6.43% |
$269K - $318K
|
291K
$4.54M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
16.4KNew |
$250K - $296K
|
16.4K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.1K+ 25.4% |
$247K - $292K
|
79.7K
$1.24M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16K+ 46.44% |
$245K - $289K
|
50.5K
$787K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
15.9KNew |
$243K - $287K
|
15.9K
$248K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.3KNew |
$235K - $277K
|
15.3K
$239K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14.2K+ 1949.32% |
$218K - $257K
|
15K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13KNew |
$199K - $235K
|
13K
$202K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.9KNew |
$197K - $233K
|
12.9K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$194K - $229K
|
12.7K
$198K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.6KNew |
$192K - $227K
|
12.6K
$196K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2KNew |
$156K - $184K
|
10.2K
$159K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.12K+ 20.97% |
$139K - $165K
|
52.6K
$820K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.6K+ 5.5% |
$131K - $155K
|
165K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.13K+ 34.27% |
$124K - $147K
|
31.8K
$496K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.88K+ 7.8% |
$105K - $124K
|
95K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.71K+ 4.48% |
$103K - $121K
|
156K
$2.44M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.63K+ 39.43% |
$70.8K - $83.6K
|
16.4K
$255K
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
3.25K+ 27.37% |
$49.7K - $58.7K
|
15.1K
$236K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.79K+ 12.42% |
$42.6K - $50.4K
|
25.2K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 14.95% |
$39.6K - $46.8K
|
19.9K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.12K+ 7.58% |
$32.4K - $38.2K
|
30K
$468K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.11K+ 7.45% |
$32.3K - $38.1K
|
30.5K
$475K
|