Purchases and Sales Made in Q3 2023 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.5KNew |
$54.3K - $57.1K
|
2.5K
$71K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 92.02% |
$40.1K - $42.1K
|
3.85K
$109K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68KNew |
$36.5K - $38.4K
|
1.68K
$47.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.11K+ 7.81% |
$24.1K - $25.3K
|
15.3K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.11K+ 12.24% |
$24K - $25.3K
|
10.1K
$288K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.1K+ 4.35% |
$23.9K - $25.1K
|
26.4K
$751K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
820New |
$17.8K - $18.7K
|
820
$23.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
658+ 6.22% |
$14.3K - $15K
|
11.2K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
645+ 0.17% |
$14K - $14.7K
|
377K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
522New |
$11.3K - $11.9K
|
522
$14.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
325New |
$7.06K - $7.42K
|
325
$9.23K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
272+ 0.1% |
$5.91K - $6.21K
|
260K
$7.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9- 0.07% |
$195 - $206
|
13K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.06% |
$434 - $457
|
35.4K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-53- 0.04% |
$1.15K - $1.21K
|
119K
$3.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.06K- 5.83% |
$23K - $24.2K
|
17.1K
$486K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.3K- 3.95% |
$49.9K - $52.5K
|
55.9K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.49K- 2.51% |
$119K - $125K
|
213K
$6.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.53K- 23.01% |
$164K - $172K
|
25.2K
$716K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.4K- 7.37% |
$269K - $283K
|
156K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-863K- 97.74% |
$18.7M - $19.7M
|
19.9K
$567K
|