Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd Vi (XPND)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (XPND) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD VI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
24.5KNew |
$693K - $777K
|
24.5K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.8K+ 41.91% |
$333K - $373K
|
39.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.74K+ 45.24% |
$134K - $150K
|
15.2K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83KNew |
$51.8K - $58K
|
1.83K
$60K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 6.88% |
$48.2K - $54K
|
26.5K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
836+ 2.56% |
$23.6K - $26.5K
|
33.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804New |
$22.7K - $25.5K
|
804
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
730New |
$20.6K - $23.1K
|
730
$23.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
238New |
$6.73K - $7.54K
|
238
$7.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.3 - $31.7
|
1
$32.8
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-45- 0.24% |
$1.27K - $1.43K
|
18.5K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-733- 12.02% |
$20.7K - $23.2K
|
5.37K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.79K- 11.99% |
$79K - $88.5K
|
20.5K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 35.82% |
$234K - $262K
|
14.8K
$486K
|