Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.1K+ 501.19% |
$34.5K - $40.7K
|
2.52K
$39.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 7.73% |
$34K - $40.1K
|
28.8K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.76KNew |
$28.9K - $34.1K
|
1.76K
$27.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.71KNew |
$28K - $33.1K
|
1.71K
$26.6K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
1K+ 4.56% |
$16.4K - $19.4K
|
23K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
870+ 32.01% |
$14.3K - $16.9K
|
3.59K
$55.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
834+ 0.62% |
$13.7K - $16.2K
|
136K
$2.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
730+ 3.0% |
$12K - $14.2K
|
25.1K
$391K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
730New |
$12K - $14.2K
|
730
$11.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
600New |
$9.86K - $11.6K
|
600
$9.35K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
583+ 2.03% |
$9.58K - $11.3K
|
29.4K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
561+ 1.67% |
$9.22K - $10.9K
|
34.2K
$533K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
458+ 1.86% |
$7.53K - $8.89K
|
25.1K
$392K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
448+ 0.68% |
$7.37K - $8.69K
|
66.4K
$1.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
353New |
$5.8K - $6.85K
|
353
$5.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
283+ 21.65% |
$4.65K - $5.49K
|
1.59K
$24.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
185+ 1.97% |
$3.04K - $3.59K
|
9.59K
$150K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 0.72% |
$2.15K - $2.54K
|
18.4K
$287K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
115+ 9.72% |
$1.89K - $2.23K
|
1.3K
$20.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 38.91% |
$1.64K - $1.94K
|
357
$5.57K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
71+ 5.67% |
$1.17K - $1.38K
|
1.32K
$20.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$279 - $330
|
17
$265
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.46% |
$49.3 - $58.2
|
662
$10.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8- 0.08% |
$132 - $155
|
10.3K
$161K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-44- 0.36% |
$723 - $854
|
12.2K
$190K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-45- 0.2% |
$740 - $873
|
22.1K
$344K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81- 0.17% |
$1.33K - $1.57K
|
47.2K
$736K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-144- 0.61% |
$2.37K - $2.79K
|
23.3K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-153- 47.66% |
$2.52K - $2.97K
|
168
$2.62K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-164- 1.31% |
$2.7K - $3.18K
|
12.4K
$193K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-195- 0.4% |
$3.21K - $3.78K
|
48.8K
$760K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-346- 0.79% |
$5.69K - $6.71K
|
43.6K
$679K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-490- 0.84% |
$8.06K - $9.51K
|
57.5K
$897K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-527- 3.93% |
$8.66K - $10.2K
|
12.9K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-536- 5.33% |
$8.81K - $10.4K
|
9.51K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-572- 0.31% |
$9.4K - $11.1K
|
184K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-590- 5.21% |
$9.7K - $11.4K
|
10.7K
$167K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-623- 1.92% |
$10.2K - $12.1K
|
31.8K
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-631- 1.26% |
$10.4K - $12.2K
|
49.3K
$769K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-646- 24.01% |
$10.6K - $12.5K
|
2.04K
$31.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-794- 1.74% |
$13.1K - $15.4K
|
44.9K
$700K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.06K- 7.25% |
$17.4K - $20.6K
|
13.6K
$212K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 0.95% |
$18.2K - $21.5K
|
115K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.31K- 40.61% |
$21.5K - $25.4K
|
1.92K
$29.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 12.34% |
$23K - $27.2K
|
9.96K
$155K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-1.72K- 1.22% |
$28.3K - $33.4K
|
140K
$2.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.41K- 4.72% |
$39.7K - $46.8K
|
48.7K
$759K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 91.23% |
$42.7K - $50.4K
|
250
$3.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-2.81K- 11.58% |
$46.1K - $54.4K
|
21.4K
$334K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.99K- 9.69% |
$49.2K - $58K
|
27.9K
$434K
|