Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
44KNew |
$5.39M - $6.27M
|
44K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2K+ 98.94% |
$2.72M - $3.17M
|
44.7K
$6.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
17.5K+ 74.33% |
$2.14M - $2.49M
|
41K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$2.11M - $2.45M
|
17.2K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
16.9KNew |
$2.08M - $2.41M
|
16.9K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 92.21% |
$1.88M - $2.18M
|
31.9K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 9.44% |
$1.42M - $1.65M
|
134K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
11.1KNew |
$1.36M - $1.58M
|
11.1K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.88K+ 1739.51% |
$965K - $1.12M
|
8.33K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
6.37K+ 3.27% |
$780K - $907K
|
201K
$30.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.38KNew |
$659K - $767K
|
5.38K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.02K+ 5.85% |
$615K - $716K
|
90.9K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.73K+ 16.73% |
$579K - $674K
|
33K
$5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$579K - $674K
|
4.73K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.44KNew |
$543K - $632K
|
4.44K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.43KNew |
$542K - $631K
|
4.43K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36K+ 9.72% |
$534K - $622K
|
49.2K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$424K - $493K
|
3.46K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3K+ 6736.73% |
$404K - $470K
|
3.35K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.09KNew |
$378K - $440K
|
3.09K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.62K+ 66.54% |
$321K - $374K
|
6.57K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.45K+ 120.72% |
$300K - $350K
|
4.49K
$679K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.37K+ 98.26% |
$290K - $338K
|
4.78K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.35K+ 16.24% |
$287K - $334K
|
16.8K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 7.86% |
$257K - $300K
|
28.9K
$4.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.89KNew |
$231K - $269K
|
1.89K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.77K+ 3.01% |
$216K - $252K
|
60.5K
$9.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 1.16% |
$192K - $223K
|
137K
$20.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.56KNew |
$192K - $223K
|
1.56K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46KNew |
$178K - $207K
|
1.46K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 1.36% |
$173K - $201K
|
105K
$15.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.23K+ 3.48% |
$150K - $175K
|
36.5K
$5.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 6.29% |
$141K - $164K
|
19.4K
$2.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 23.31% |
$131K - $153K
|
5.67K
$859K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
958+ 2.86% |
$117K - $137K
|
34.5K
$5.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$104K - $121K
|
850
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
764+ 1.17% |
$93.6K - $109K
|
65.9K
$9.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
728+ 37.35% |
$89.2K - $104K
|
2.68K
$406K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655New |
$80.2K - $93.3K
|
655
$99.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
650+ 42.85% |
$79.6K - $92.6K
|
2.17K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630+ 11.31% |
$77.2K - $89.8K
|
6.2K
$939K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
608+ 10.03% |
$74.5K - $86.6K
|
6.67K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
586New |
$71.8K - $83.5K
|
586
$88.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
455+ 15.89% |
$55.7K - $64.8K
|
3.32K
$503K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
447+ 2.35% |
$54.7K - $63.7K
|
19.4K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
430+ 4.79% |
$52.7K - $61.3K
|
9.4K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
428New |
$52.4K - $61K
|
428
$64.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
405+ 7.81% |
$49.6K - $57.7K
|
5.59K
$847K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
393+ 10.23% |
$48.1K - $56K
|
4.24K
$642K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
330+ 15.25% |
$40.4K - $47K
|
2.49K
$378K
|