Purchases and Sales Made in Q3 2023 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
107New |
$11.5K - $12.9K
|
107
$15.9K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
101+ 1.8% |
$10.9K - $12.2K
|
5.72K
$849K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101+ 5.66% |
$10.9K - $12.2K
|
1.88K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
100+ 5.06% |
$10.8K - $12.1K
|
2.08K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
86+ 1.38% |
$9.26K - $10.4K
|
6.32K
$939K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 1.09% |
$8.4K - $9.44K
|
7.22K
$1.07M
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
35+ 0.06% |
$3.77K - $4.24K
|
58.7K
$8.72M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24New |
$2.59K - $2.9K
|
24
$3.57K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.17% |
$2.48K - $2.78K
|
13.2K
$1.97M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7New |
$754 - $847
|
7
$1.04K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$108 - $121
|
3.14K
$466K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$108 - $121
|
3.2K
$476K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.55K
$379K
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.43% |
$108 - $121
|
71
$10.5K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.03% |
$215 - $242
|
7.04K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.47% |
$323 - $363
|
637
$94.6K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6- 0.06% |
$646 - $726
|
10.6K
$1.58M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.17% |
$754 - $847
|
4.17K
$620K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30Closed |
$3.23K - $3.63K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44- 0.32% |
$4.74K - $5.32K
|
13.7K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-77- 1.62% |
$8.29K - $9.32K
|
4.68K
$695K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-90- 15.15% |
$9.69K - $10.9K
|
504
$74.9K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-95- 2.21% |
$10.2K - $11.5K
|
4.19K
$623K
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 8.51% |
$10.8K - $12.1K
|
1.08K
$160K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-112- 2.02% |
$12.1K - $13.6K
|
5.44K
$808K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-122- 1.22% |
$13.1K - $14.8K
|
9.89K
$1.47M
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-129- 1.82% |
$13.9K - $15.6K
|
6.95K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-142- 2.33% |
$15.3K - $17.2K
|
5.95K
$884K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-143- 6.34% |
$15.4K - $17.3K
|
2.11K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 2.21% |
$16.2K - $18.2K
|
6.62K
$984K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-160- 5.25% |
$17.2K - $19.4K
|
2.89K
$429K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-182- 1.29% |
$19.6K - $22K
|
14K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-186- 3.31% |
$20K - $22.5K
|
5.44K
$808K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-186- 6.62% |
$20K - $22.5K
|
2.62K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-189- 23.74% |
$20.4K - $22.9K
|
607
$90.2K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-203- 11.4% |
$21.9K - $24.6K
|
1.58K
$234K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-211- 5.13% |
$22.7K - $25.5K
|
3.9K
$580K
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-212- 0.58% |
$22.8K - $25.7K
|
36.4K
$5.4M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-259- 0.51% |
$27.9K - $31.3K
|
50.2K
$7.46M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-270- 31.62% |
$29.1K - $32.7K
|
584
$86.8K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-293- 52.6% |
$31.6K - $35.5K
|
264
$39.2K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-303- 75.0% |
$32.6K - $36.7K
|
101
$15K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-305- 4.77% |
$32.9K - $36.9K
|
6.09K
$905K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 1.43% |
$34.5K - $38.7K
|
22K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 9.08% |
$35.2K - $39.6K
|
3.28K
$487K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-352- 7.7% |
$37.9K - $42.6K
|
4.22K
$627K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-368- 98.66% |
$39.6K - $44.5K
|
5
$743
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-374- 4.74% |
$40.3K - $45.3K
|
7.52K
$1.12M
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-381- 16.93% |
$41K - $46.1K
|
1.87K
$278K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-389- 2.34% |
$41.9K - $47.1K
|
16.3K
$2.42M
|