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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89K+ 1.34% |
$28.9K - $34.2K
|
143K
$2.23M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.75K+ 4.57% |
$26.8K - $31.6K
|
40.1K
$625K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.33K+ 0.93% |
$20.4K - $24K
|
145K
$2.25M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.29K+ 2.92% |
$19.7K - $23.3K
|
45.5K
$710K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 11.37% |
$17.8K - $21.1K
|
11.4K
$178K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
855New |
$13.1K - $15.4K
|
855
$13.3K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
736+ 5.94% |
$11.3K - $13.3K
|
13.1K
$205K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
650New |
$9.94K - $11.7K
|
650
$10.1K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
426New |
$6.51K - $7.69K
|
426
$6.64K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
411New |
$6.28K - $7.42K
|
411
$6.41K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
334New |
$5.11K - $6.03K
|
334
$5.21K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
283+ 21.15% |
$4.33K - $5.11K
|
1.62K
$25.3K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
230+ 1.71% |
$3.52K - $4.15K
|
13.7K
$213K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$3.06K - $3.61K
|
200
$3.12K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
145+ 0.77% |
$2.22K - $2.62K
|
19.1K
$297K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10+ 0.28% |
$153 - $181
|
3.6K
$56.1K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.06% |
$107 - $126
|
12.3K
$192K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$91.7 - $108
|
8.43K
$131K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.35% |
$61.2 - $72.2
|
1.14K
$17.8K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.12% |
$30.6 - $36.1
|
1.6K
$25K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.3% |
$30.6 - $36.1
|
666
$10.4K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 2.75% |
$45.9 - $54.2
|
106
$1.65K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 13.45% |
$489 - $578
|
206
$3.21K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-80Closed |
$1.22K - $1.44K
|
0
$0
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-177- 35.98% |
$2.71K - $3.2K
|
315
$4.91K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-195- 1.06% |
$2.98K - $3.52K
|
18.2K
$283K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-252- 1.1% |
$3.85K - $4.55K
|
22.6K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-338- 24.98% |
$5.17K - $6.1K
|
1.02K
$15.8K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-339- 1.49% |
$5.18K - $6.12K
|
22.4K
$350K
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-507- 2.35% |
$7.75K - $9.16K
|
21K
$328K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-587- 5.28% |
$8.98K - $10.6K
|
10.5K
$164K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-709- 3.56% |
$10.8K - $12.8K
|
19.2K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-717- 5.56% |
$11K - $12.9K
|
12.2K
$190K
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-738- 4.32% |
$11.3K - $13.3K
|
16.3K
$255K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-767- 19.25% |
$11.7K - $13.9K
|
3.22K
$50.2K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-854- 1.69% |
$13.1K - $15.4K
|
49.8K
$776K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 8.08% |
$16.2K - $19.1K
|
12.1K
$188K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 6.89% |
$21.3K - $25.2K
|
18.9K
$294K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.74K- 3.87% |
$26.5K - $31.3K
|
43.1K
$671K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.11K- 4.62% |
$32.2K - $38.1K
|
43.5K
$679K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.12K- 11.78% |
$32.3K - $38.2K
|
15.8K
$247K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 44.3% |
$32.8K - $38.7K
|
2.7K
$42K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.19K- 2.89% |
$33.4K - $39.5K
|
73.6K
$1.15M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.51K- 38.77% |
$38.4K - $45.4K
|
3.97K
$61.9K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.82K- 2.24% |
$43.1K - $50.9K
|
123K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3K- 10.3% |
$45.8K - $54.1K
|
26.1K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.34K- 9.22% |
$51.1K - $60.3K
|
32.9K
$513K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.47K- 13.14% |
$53K - $62.7K
|
22.9K
$357K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.05K- 2.06% |
$61.9K - $73.1K
|
192K
$3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.53K- 6.05% |
$115K - $136K
|
117K
$1.82M
|