Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
869+ 53.61% |
$13.8K - $15.9K
|
2.49K
$38.8K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
699New |
$11.1K - $12.8K
|
699
$10.9K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
524+ 13.21% |
$8.34K - $9.56K
|
4.49K
$70K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
466+ 1.79% |
$7.41K - $8.5K
|
26.6K
$414K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
336New |
$5.35K - $6.13K
|
336
$5.24K
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
289+ 1.24% |
$4.6K - $5.27K
|
23.6K
$369K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
206+ 65.4% |
$3.28K - $3.76K
|
521
$8.12K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
162+ 0.33% |
$2.58K - $2.96K
|
50K
$779K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
125New |
$1.99K - $2.28K
|
125
$1.95K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
97+ 0.65% |
$1.54K - $1.77K
|
15.1K
$235K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60New |
$955 - $1.1K
|
60
$935
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.08% |
$159 - $183
|
12.3K
$192K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 7.55% |
$127 - $146
|
114
$1.78K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.26% |
$111 - $128
|
2.7K
$42.1K
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7+ 0.03% |
$111 - $128
|
22.6K
$352K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.19% |
$47.7 - $54.8
|
1.61K
$25K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2+ 0.01% |
$31.8 - $36.5
|
21.4K
$334K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.15% |
$15.9 - $18.3
|
667
$10.4K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100Closed |
$1.59K - $1.83K
|
0
$0
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-105- 0.24% |
$1.67K - $1.92K
|
44.5K
$694K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-267- 0.67% |
$4.25K - $4.87K
|
39.8K
$621K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-310- 1.02% |
$4.93K - $5.66K
|
30.1K
$470K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-375- 0.71% |
$5.97K - $6.84K
|
52.2K
$814K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-403- 3.12% |
$6.41K - $7.35K
|
12.5K
$195K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-413- 1.3% |
$6.57K - $7.54K
|
31.4K
$490K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-440- 7.6% |
$7K - $8.03K
|
5.35K
$83.4K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-463- 2.83% |
$7.37K - $8.45K
|
15.9K
$248K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-600- 62.31% |
$9.55K - $11K
|
363
$5.66K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-681- 0.18% |
$10.8K - $12.4K
|
371K
$5.79M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-711- 70.05% |
$11.3K - $13K
|
304
$4.74K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.11K- 73.2% |
$17.6K - $20.2K
|
405
$6.31K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 8.78% |
$17.7K - $20.3K
|
11.6K
$180K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 3.14% |
$21.5K - $24.7K
|
41.7K
$650K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.39K- 9.34% |
$22.1K - $25.3K
|
13.5K
$210K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.91K- 10.15% |
$30.5K - $34.9K
|
16.9K
$264K
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.03K- 9.67% |
$32.3K - $37.1K
|
19K
$296K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.05K- 15.0% |
$32.6K - $37.4K
|
11.6K
$181K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.52K- 4.54% |
$40.1K - $46K
|
53K
$826K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.54K- 16.58% |
$40.5K - $46.4K
|
12.8K
$200K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.03K- 55.44% |
$48.1K - $55.2K
|
2.43K
$37.9K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.1K- 96.43% |
$49.4K - $56.6K
|
115
$1.79K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.64K- 4.57% |
$58K - $66.5K
|
76.1K
$1.19M
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-3.66K- 1.93% |
$58.2K - $66.7K
|
186K
$2.9M
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-3.9K- 1.42% |
$62K - $71.2K
|
271K
$4.23M
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.17K- 19.54% |
$66.4K - $76.1K
|
17.2K
$268K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.58K- 9.07% |
$72.8K - $83.5K
|
45.9K
$716K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.74K- 0.21% |
$75.5K - $86.6K
|
2.24M
$35M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.43K- 5.5% |
$102K - $117K
|
111K
$1.72M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.45K- 12.75% |
$103K - $118K
|
44.2K
$689K
|