Purchases and Sales Made in Q3 2025 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 2025. 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 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.8KNew |
$679K - $753K
|
44.8K
$710K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
14.9KNew |
$226K - $251K
|
14.9K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$172K - $191K
|
11.3K
$180K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.58K+ 4.2% |
$99.7K - $111K
|
163K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.16K+ 6.59% |
$47.9K - $53.1K
|
51.1K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.64K+ 10.48% |
$40K - $44.4K
|
27.9K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.7K+ 115.96% |
$25.8K - $28.6K
|
3.17K
$50.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
831+ 1051.9% |
$12.6K - $14K
|
910
$14.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
655New |
$9.92K - $11K
|
655
$10.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$3.03K - $3.36K
|
200
$3.17K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.25% |
$288 - $319
|
7.63K
$121K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5+ 0.52% |
$75.8 - $84
|
966
$15.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.65% |
$60.6 - $67.2
|
615
$9.74K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$288 - $319
|
21.3K
$337K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-21- 7.58% |
$318 - $353
|
256
$4.05K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-289- 1.0% |
$4.38K - $4.86K
|
28.5K
$452K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-547- 1.28% |
$8.29K - $9.19K
|
42.1K
$667K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-564- 11.6% |
$8.54K - $9.48K
|
4.3K
$68K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-731- 7.72% |
$11.1K - $12.3K
|
8.73K
$138K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-777- 36.39% |
$11.8K - $13.1K
|
1.36K
$21.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 2.2% |
$24.1K - $26.7K
|
70.6K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.64K- 0.84% |
$24.8K - $27.5K
|
193K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.72K- 10.18% |
$26K - $28.8K
|
15.1K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.75K- 7.87% |
$26.5K - $29.4K
|
20.5K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.91K- 13.95% |
$89.5K - $99.2K
|
36.4K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.4K- 20.77% |
$112K - $124K
|
28.2K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.8K- 58.26% |
$118K - $131K
|
5.59K
$88.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 13.46% |
$231K - $257K
|
98.2K
$1.55M
|