Purchases and Sales Made in Q3 2021 in First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
472+ 1.23% |
$56.5K - $61.4K
|
39K
$5.79M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
456+ 9.88% |
$54.6K - $59.3K
|
5.07K
$753K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
455+ 2.61% |
$54.4K - $59.2K
|
17.9K
$2.66M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
410+ 2.04% |
$49.1K - $53.3K
|
20.5K
$3.05M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
388+ 3.5% |
$46.4K - $50.5K
|
11.5K
$1.7M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
365New |
$43.7K - $47.5K
|
365
$54.2K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$35.9K - $39K
|
300
$44.6K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
294+ 10.88% |
$35.2K - $38.2K
|
3K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
290New |
$34.7K - $37.7K
|
290
$43.1K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
276+ 2.18% |
$33K - $35.9K
|
13K
$1.92M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
272+ 5.36% |
$32.5K - $35.4K
|
5.35K
$794K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
185+ 3.24% |
$22.1K - $24.1K
|
5.89K
$875K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
136+ 2.26% |
$16.3K - $17.7K
|
6.16K
$916K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 0.79% |
$15.7K - $17K
|
16.7K
$2.48M
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
125+ 0.87% |
$15K - $16.3K
|
14.5K
$2.15M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
120+ 1.47% |
$14.4K - $15.6K
|
8.27K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 8.56% |
$12.1K - $13.1K
|
1.28K
$190K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
97New |
$11.6K - $12.6K
|
97
$14.4K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
87New |
$10.4K - $11.3K
|
87
$12.9K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
85New |
$10.2K - $11.1K
|
85
$12.6K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
60+ 0.4% |
$7.18K - $7.8K
|
15K
$2.22M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.32% |
$4.79K - $5.2K
|
12.4K
$1.84M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 3.23% |
$3.59K - $3.9K
|
958
$142K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
29New |
$3.47K - $3.77K
|
29
$4.31K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 0.52% |
$2.99K - $3.25K
|
4.86K
$723K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16New |
$1.91K - $2.08K
|
16
$2.38K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 1.4% |
$957 - $1.04K
|
581
$86.3K
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
6+ 35.29% |
$718 - $780
|
23
$3.42K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6+ 0.42% |
$718 - $780
|
1.45K
$215K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.04% |
$598 - $650
|
12.3K
$1.82M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.04% |
$120 - $130
|
2.27K
$337K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$120 - $130
|
262
$38.9K
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.01% |
$359 - $390
|
59K
$8.76M
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5- 0.13% |
$598 - $650
|
3.95K
$587K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 2.81% |
$1.68K - $1.82K
|
485
$72.1K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-15- 0.91% |
$1.79K - $1.95K
|
1.63K
$243K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19- 0.18% |
$2.27K - $2.47K
|
10.6K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 0.99% |
$2.99K - $3.25K
|
2.5K
$371K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-25- 0.14% |
$2.99K - $3.25K
|
17.4K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-28- 0.86% |
$3.35K - $3.64K
|
3.22K
$478K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29- 0.18% |
$3.47K - $3.77K
|
15.9K
$2.37M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 0.73% |
$3.59K - $3.9K
|
4.08K
$605K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-34- 5.5% |
$4.07K - $4.42K
|
584
$86.8K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-35- 0.88% |
$4.19K - $4.55K
|
3.94K
$585K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-35- 0.39% |
$4.19K - $4.55K
|
8.86K
$1.32M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-35- 1.54% |
$4.19K - $4.55K
|
2.24K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36- 4.79% |
$4.31K - $4.68K
|
715
$106K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 1.21% |
$4.67K - $5.07K
|
3.19K
$473K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-46- 9.09% |
$5.5K - $5.98K
|
460
$68.3K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-48- 13.79% |
$5.74K - $6.24K
|
300
$44.6K
|