Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725+ 100.83% |
$98.7K - $115K
|
1.44K
$198K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
720+ 17.0% |
$98K - $114K
|
4.96K
$681K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693New |
$94.4K - $110K
|
693
$95.2K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
661New |
$90K - $105K
|
661
$90.8K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
650New |
$88.5K - $103K
|
650
$89.3K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
575+ 4.02% |
$78.3K - $91K
|
14.9K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
463+ 6.88% |
$63.1K - $73.3K
|
7.19K
$988K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
399+ 25.4% |
$54.3K - $63.1K
|
1.97K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
349New |
$47.5K - $55.2K
|
349
$48K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 5.88% |
$45.9K - $53.3K
|
6.07K
$834K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
251+ 2.77% |
$34.2K - $39.7K
|
9.31K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
243+ 3.41% |
$33.1K - $38.5K
|
7.36K
$1.01M
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
227+ 0.5% |
$30.9K - $35.9K
|
46K
$6.33M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
190+ 0.17% |
$25.9K - $30.1K
|
113K
$15.5M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
167New |
$22.7K - $26.4K
|
167
$23K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 0.83% |
$22.1K - $25.6K
|
19.6K
$2.69M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160+ 16.0% |
$21.8K - $25.3K
|
1.16K
$159K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
158+ 1.03% |
$21.5K - $25K
|
15.5K
$2.12M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
143New |
$19.5K - $22.6K
|
143
$19.7K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 3.43% |
$18.2K - $21.2K
|
4.04K
$555K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
128+ 2.98% |
$17.4K - $20.3K
|
4.43K
$608K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
125New |
$17K - $19.8K
|
125
$17.2K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 4.49% |
$16.3K - $19K
|
2.8K
$384K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
112+ 0.69% |
$15.3K - $17.7K
|
16.4K
$2.25M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$13.6K - $15.8K
|
100
$13.7K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80New |
$10.9K - $12.7K
|
80
$11K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 2.25% |
$10.5K - $12.2K
|
3.5K
$480K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68New |
$9.26K - $10.8K
|
68
$9.35K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
59+ 0.88% |
$8.03K - $9.34K
|
6.73K
$925K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
56+ 8.92% |
$7.63K - $8.86K
|
684
$94K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$6.81K - $7.91K
|
50
$6.87K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42New |
$5.72K - $6.65K
|
42
$5.77K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36+ 1.53% |
$4.9K - $5.7K
|
2.39K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
22+ 0.5% |
$3K - $3.48K
|
4.46K
$613K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.99% |
$2.86K - $3.32K
|
2.14K
$293K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.59K - $3.01K
|
19
$2.61K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.23% |
$2.45K - $2.85K
|
7.7K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$1.77K - $2.06K
|
2.18K
$300K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2+ 8.7% |
$272 - $317
|
25
$3.44K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$237K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.78% |
$136 - $158
|
129
$17.7K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $158
|
2.15K
$295K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.37% |
$136 - $158
|
74
$10.2K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 3.37% |
$409 - $475
|
86
$11.8K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.09% |
$681 - $791
|
5.66K
$778K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14- 17.5% |
$1.91K - $2.22K
|
66
$9.07K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 2.73% |
$2.18K - $2.53K
|
570
$78.3K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 8.73% |
$2.72K - $3.17K
|
209
$28.7K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 27.17% |
$3.4K - $3.96K
|
67
$9.21K
|