Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd Ii (NXTG)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (NXTG) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD II.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 117.26% |
$1.33M - $1.45M
|
33.2K
$2.81M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.1K+ 37.49% |
$1.12M - $1.22M
|
55.3K
$4.67M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.16K+ 11.8% |
$607K - $659K
|
77.3K
$6.53M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
8KNew |
$595K - $646K
|
8K
$676K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.34K+ 15.08% |
$472K - $512K
|
48.4K
$4.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.1KNew |
$454K - $492K
|
6.1K
$515K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.14K+ 107.38% |
$382K - $415K
|
9.92K
$838K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.58K+ 44.83% |
$341K - $370K
|
14.8K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.08K+ 60.87% |
$229K - $249K
|
8.14K
$687K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.59KNew |
$192K - $209K
|
2.59K
$218K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.57K+ 1.04% |
$191K - $207K
|
250K
$21.1M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$189K - $205K
|
2.54K
$215K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.4K+ 12.15% |
$179K - $194K
|
22.2K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.11K+ 16.84% |
$157K - $170K
|
14.6K
$1.24M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 2.12% |
$143K - $156K
|
92.6K
$7.83M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.61K+ 24.84% |
$120K - $130K
|
8.1K
$684K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 3.34% |
$91.9K - $99.7K
|
38.2K
$3.23M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.09K+ 1.22% |
$81.1K - $88K
|
90.2K
$7.62M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 1.25% |
$78.5K - $85.2K
|
85.7K
$7.24M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
942+ 5.19% |
$70.1K - $76.1K
|
19.1K
$1.61M
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
780+ 3.19% |
$58K - $63K
|
25.2K
$2.13M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
627+ 1.15% |
$46.7K - $50.6K
|
55.2K
$4.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
271+ 2.35% |
$20.2K - $21.9K
|
11.8K
$999K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
202+ 4.13% |
$15K - $16.3K
|
5.1K
$431K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
162+ 5.65% |
$12.1K - $13.1K
|
3.03K
$256K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
161+ 2.42% |
$12K - $13K
|
6.81K
$576K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
142+ 1.66% |
$10.6K - $11.5K
|
8.68K
$733K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
135+ 9.71% |
$10K - $10.9K
|
1.53K
$129K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
95+ 0.71% |
$7.07K - $7.67K
|
13.5K
$1.14M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 9.12% |
$4.54K - $4.93K
|
730
$61.7K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
44New |
$3.27K - $3.55K
|
44
$3.72K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 0.38% |
$2.98K - $3.23K
|
10.5K
$884K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
38+ 0.57% |
$2.83K - $3.07K
|
6.73K
$568K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24+ 0.3% |
$1.79K - $1.94K
|
8.16K
$689K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17+ 0.18% |
$1.26K - $1.37K
|
9.52K
$804K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
11New |
$819 - $888
|
11
$930
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3+ 0.02% |
$223 - $242
|
15.8K
$1.34M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.02% |
$223 - $242
|
19.5K
$1.65M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.29% |
$74.4 - $80.8
|
344
$29.1K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 5.75% |
$372 - $404
|
82
$6.93K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 83.33% |
$744 - $808
|
2
$169
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 1.16% |
$1.26K - $1.37K
|
1.45K
$123K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 7.67% |
$1.93K - $2.1K
|
313
$26.4K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.27% |
$3.72K - $4.04K
|
18.5K
$1.57M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-64- 0.44% |
$4.76K - $5.17K
|
14.5K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-82- 3.69% |
$6.1K - $6.62K
|
2.14K
$181K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-109- 38.65% |
$8.11K - $8.8K
|
173
$14.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-117- 0.78% |
$8.71K - $9.45K
|
14.8K
$1.25M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-118- 2.12% |
$8.78K - $9.53K
|
5.44K
$460K
|