Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
628KNew |
$38.9M - $43M
|
628K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
476K+ 3.96% |
$29.5M - $32.6M
|
12.5M
$804M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
99.7KNew |
$6.19M - $6.83M
|
99.7K
$6.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 20.16% |
$3.6M - $3.98M
|
346K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
30.8K+ 13.2% |
$1.91M - $2.11M
|
264K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23K+ 7.62% |
$1.43M - $1.58M
|
326K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20.7K+ 8.34% |
$1.28M - $1.42M
|
269K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6K+ 32.35% |
$970K - $1.07M
|
64K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.11KNew |
$565K - $624K
|
9.11K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 0.58% |
$551K - $609K
|
1.53M
$98.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.71KNew |
$540K - $597K
|
8.71K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.71K+ 5.43% |
$540K - $596K
|
169K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.48K+ 50.46% |
$526K - $581K
|
25.3K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$496K - $548K
|
8K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.21K+ 14.41% |
$386K - $426K
|
49.3K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.71KNew |
$354K - $391K
|
5.71K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.51K+ 38.73% |
$342K - $377K
|
19.7K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
5.09KNew |
$316K - $349K
|
5.09K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.65K+ 127.72% |
$288K - $319K
|
8.29K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
4.26KNew |
$265K - $292K
|
4.26K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.77KNew |
$234K - $258K
|
3.77K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 26.01% |
$226K - $250K
|
17.7K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.39KNew |
$210K - $232K
|
3.39K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.31K+ 54.33% |
$206K - $227K
|
9.41K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.14KNew |
$195K - $215K
|
3.14K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 5.38% |
$95.5K - $105K
|
30.1K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.5K+ 0.46% |
$93K - $103K
|
324K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.43K+ 1.08% |
$88.4K - $97.6K
|
133K
$8.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.41K+ 18.2% |
$87.5K - $96.6K
|
9.16K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 1.4% |
$82.3K - $90.9K
|
96K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 13.85% |
$78.5K - $86.7K
|
10.4K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 9.22% |
$71.4K - $78.8K
|
13.6K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 1.9% |
$70.7K - $78.1K
|
61K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.03K+ 0.83% |
$64.2K - $70.8K
|
125K
$8.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
893+ 0.9% |
$55.4K - $61.2K
|
100K
$6.43M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
853+ 2.52% |
$52.9K - $58.4K
|
34.7K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
786+ 4.18% |
$48.8K - $53.9K
|
19.6K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
739+ 5.04% |
$45.9K - $50.6K
|
15.4K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
593+ 4.07% |
$36.8K - $40.6K
|
15.2K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
550New |
$34.1K - $37.7K
|
550
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
485+ 1.45% |
$30.1K - $33.2K
|
33.9K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
427New |
$26.5K - $29.3K
|
427
$27.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
342+ 0.54% |
$21.2K - $23.4K
|
64K
$4.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
307+ 0.26% |
$19K - $21K
|
117K
$7.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
302+ 3.56% |
$18.7K - $20.7K
|
8.8K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
276+ 48.85% |
$17.1K - $18.9K
|
841
$54.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
273+ 3.79% |
$16.9K - $18.7K
|
7.47K
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
264+ 2.48% |
$16.4K - $18.1K
|
10.9K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 44.8% |
$15.8K - $17.4K
|
821
$52.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
198+ 3.49% |
$12.3K - $13.6K
|
5.86K
$377K
|