Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
658KNew |
$68.5M - $85.2M
|
658K
$101M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.1K+ 47.55% |
$10M - $12.4M
|
298K
$45.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
54.7K+ 50.86% |
$5.69M - $7.07M
|
162K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 11.82% |
$5.16M - $6.41M
|
469K
$72M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.4K+ 4.76% |
$4.21M - $5.23M
|
890K
$137M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
31.5KNew |
$3.28M - $4.07M
|
31.5K
$4.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
29.7KNew |
$3.09M - $3.85M
|
29.7K
$4.56M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.7KNew |
$2.89M - $3.59M
|
27.7K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26.7K+ 28376.6% |
$2.78M - $3.45M
|
26.8K
$4.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
22.5K+ 17.25% |
$2.34M - $2.91M
|
153K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.3K+ 278.9% |
$2.21M - $2.75M
|
28.9K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.2K+ 259.09% |
$1.68M - $2.09M
|
22.4K
$3.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 597.62% |
$1.36M - $1.69M
|
15.2K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 57.8% |
$1.32M - $1.65M
|
34.7K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 20.96% |
$1.32M - $1.64M
|
73.1K
$11.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.5KNew |
$1.2M - $1.49M
|
11.5K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.7K+ 124.42% |
$1.11M - $1.38M
|
19.3K
$2.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
8.13K+ 4.86% |
$846K - $1.05M
|
176K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.56K+ 3.13% |
$579K - $720K
|
183K
$28.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$577K - $717K
|
5.55K
$851K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.63K+ 4.29% |
$482K - $599K
|
113K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 224.29% |
$452K - $561K
|
6.28K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.07K+ 3805.61% |
$424K - $527K
|
4.18K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.03K+ 37.04% |
$420K - $522K
|
14.9K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.13KNew |
$325K - $404K
|
3.13K
$480K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.12K+ 2.42% |
$325K - $404K
|
132K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.72K+ 88.04% |
$283K - $351K
|
5.8K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$269K - $335K
|
2.59K
$397K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 10.01% |
$243K - $302K
|
25.7K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.33K+ 1.84% |
$242K - $301K
|
129K
$19.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06KNew |
$215K - $267K
|
2.06K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$214K - $266K
|
2.06K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.05KNew |
$213K - $265K
|
2.05K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.01KNew |
$209K - $259K
|
2.01K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.98KNew |
$206K - $256K
|
1.98K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.79KNew |
$186K - $231K
|
1.79K
$274K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.77KNew |
$184K - $229K
|
1.77K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.72KNew |
$179K - $222K
|
1.72K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.69K+ 11.76% |
$176K - $219K
|
16.1K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.65KNew |
$171K - $213K
|
1.65K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.64KNew |
$170K - $212K
|
1.64K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.63KNew |
$169K - $210K
|
1.63K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 12.77% |
$168K - $209K
|
14.3K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 10.99% |
$151K - $188K
|
14.7K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 37.13% |
$151K - $187K
|
5.35K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 0.73% |
$130K - $162K
|
173K
$26.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12KNew |
$117K - $145K
|
1.12K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1K+ 2.51% |
$104K - $129K
|
40.9K
$6.28M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$104K - $129K
|
1K
$153K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
958New |
$99.7K - $124K
|
958
$147K
|