Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$197K - $226K
|
17.3K
$270K
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
16.2KNew |
$185K - $212K
|
16.2K
$253K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.9KNew |
$182K - $208K
|
15.9K
$248K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
15.7KNew |
$179K - $205K
|
15.7K
$244K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6KNew |
$178K - $203K
|
15.6K
$243K
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
14.9KNew |
$170K - $194K
|
14.9K
$232K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 15.7% |
$168K - $192K
|
108K
$1.69M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
14.5KNew |
$166K - $190K
|
14.5K
$226K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
13.3K+ 9.63% |
$152K - $174K
|
152K
$2.37M
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$148K - $170K
|
13K
$203K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12.9KNew |
$147K - $168K
|
12.9K
$201K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 851.52% |
$143K - $164K
|
14.1K
$219K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.8KNew |
$134K - $154K
|
11.8K
$184K
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
BUY
|
- |
11.4KNew |
$131K - $149K
|
11.4K
$178K
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
10.5KNew |
$120K - $137K
|
10.5K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$118K - $135K
|
10.3K
$161K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
9.69K+ 163.76% |
$110K - $126K
|
15.6K
$243K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.19K+ 65.35% |
$93.4K - $107K
|
20.7K
$323K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
8K+ 63.74% |
$91.2K - $104K
|
20.5K
$320K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.34K+ 64.7% |
$83.7K - $95.8K
|
18.7K
$291K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.1KNew |
$69.6K - $79.6K
|
6.1K
$95.1K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.56K+ 29.01% |
$63.3K - $72.5K
|
24.7K
$385K
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.15KNew |
$58.7K - $67.2K
|
5.15K
$80.3K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92K+ 1.67% |
$56.1K - $64.2K
|
299K
$4.66M
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3KNew |
$49K - $56.1K
|
4.3K
$67.1K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.21KNew |
$48K - $55K
|
4.21K
$65.7K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.9KNew |
$21.6K - $24.7K
|
1.9K
$29.6K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.31K+ 30.54% |
$14.9K - $17.1K
|
5.59K
$87.1K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 2.62% |
$12.3K - $14.1K
|
42.2K
$658K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.05K+ 8.1% |
$12K - $13.7K
|
14.1K
$219K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900+ 42.86% |
$10.3K - $11.7K
|
3K
$46.8K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
853+ 4.49% |
$9.72K - $11.1K
|
19.8K
$309K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
640New |
$7.3K - $8.35K
|
640
$9.98K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
557+ 1.53% |
$6.35K - $7.27K
|
36.9K
$575K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
298New |
$3.4K - $3.89K
|
298
$4.65K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
227+ 0.77% |
$2.59K - $2.96K
|
29.8K
$464K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
135New |
$1.54K - $1.76K
|
135
$2.1K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
37+ 0.31% |
$422 - $483
|
11.8K
$184K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
32+ 0.25% |
$365 - $418
|
12.8K
$199K
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.46% |
$34.2 - $39.2
|
654
$10.2K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.43% |
$22.8 - $26.1
|
464
$7.23K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.32% |
$22.8 - $26.1
|
636
$9.92K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.31% |
$22.8 - $26.1
|
655
$10.2K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12- 5.8% |
$137 - $157
|
195
$3.04K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-45- 2.32% |
$513 - $587
|
1.9K
$29.6K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-69- 0.28% |
$787 - $900
|
24.6K
$383K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 20.0% |
$2.28K - $2.61K
|
800
$12.5K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-200Closed |
$2.28K - $2.61K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-200Closed |
$2.28K - $2.61K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-310- 67.69% |
$3.53K - $4.05K
|
148
$2.31K
|