Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXL)

FXL Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q1 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
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
96.7K
New
$8.81M - $10.4M
96.7K $14.6M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
63.8K
New
$5.81M - $6.86M
63.8K $9.66M
Apr 11, 2023 Q1 2023
Rvw Wealth, LLC

BUY
 -
52.3K
+ 91.29%
$4.76M - $5.62M
110K $16.6M
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
44K
New
$4.01M - $4.73M
44K $6.67M
May 12, 2023 Q1 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
39.5K
New
$3.59M - $4.24M
39.5K $5.98M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.7K
+ 73.75%
$1.7M - $2.01M
44K $6.67M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
16.9K
+ 43.73%
$1.54M - $1.81M
55.4K $8.4M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
13.5K
New
$1.23M - $1.45M
13.5K $2.05M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
11.5K
+ 45.58%
$1.05M - $1.24M
36.9K $5.58M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
9.68K
New
$882K - $1.04M
9.68K $1.47M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
7.32K
+ 37.32%
$667K - $787K
26.9K $4.08M
Apr 06, 2023 Q1 2023
Fulcrum Equity Management

BUY
 -
7.25K
New
$660K - $779K
7.25K $1.1M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
7.09K
+ 44.2%
$646K - $762K
23.1K $3.51M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
6.51K
+ 1208.53%
$593K - $700K
7.05K $1.07M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.33K
+ 47.97%
$304K - $358K
10.3K $1.56M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.13K
+ 14.81%
$285K - $336K
24.3K $3.68M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
3.09K
New
$281K - $332K
3.09K $468K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
2.49K
New
$227K - $267K
2.49K $377K
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.09K
New
$190K - $224K
2.09K $316K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
2K
New
$182K - $215K
2K $303K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
2K
New
$182K - $215K
2K $303K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2K
+ 78.36%
$182K - $215K
4.55K $689K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.97K
New
$180K - $212K
1.97K $299K
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.97K
New
$179K - $212K
1.97K $298K
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
1.91K
New
$174K - $205K
1.91K $289K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
1.85K
+ 28.13%
$169K - $199K
8.43K $1.28M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.85K
New
$168K - $199K
1.85K $280K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.83K
+ 53.73%
$167K - $197K
5.23K $793K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.6K
+ 70.93%
$145K - $172K
3.85K $583K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.5K
+ 12.5%
$137K - $161K
13.5K $2.05M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
1.24K
+ 27.76%
$113K - $133K
5.7K $863K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.13K
+ 14.95%
$102K - $121K
8.65K $1.31M
Apr 06, 2023 Q1 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
1.05K
+ 1.92%
$96K - $113K
55.8K $8.46M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
999
New
$91K - $107K
999 $151K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
991
+ 14.7%
$90.3K - $107K
7.73K $1.17M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
859
+ 818.1%
$78.2K - $92.3K
964 $146K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
787
+ 41.88%
$71.7K - $84.6K
2.67K $404K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
742
New
$67.6K - $79.8K
742 $112K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
636
+ 0.38%
$57.9K - $68.4K
167K $25.3M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
598
+ 2.08%
$54.5K - $64.3K
29.4K $4.45M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
583
+ 58300.0%
$53.1K - $62.7K
584 $88.5K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
568
+ 7.98%
$51.7K - $61K
7.69K $1.16M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
500
+ 19.8%
$45.5K - $53.7K
3.03K $458K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
419
+ 1.63%
$38.2K - $45K
26.2K $3.97M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
343
+ 5.89%
$31.2K - $36.9K
6.17K $935K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
324
+ 3.36%
$29.5K - $34.8K
9.98K $1.51M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
253
+ 1.9%
$23K - $27.2K
13.6K $2.05M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
252
New
$22.9K - $27.1K
252 $38.2K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
214
+ 5.26%
$19.5K - $23K
4.28K $649K

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