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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29- 0.47% |
$3.95K - $4.59K
|
6.1K
$838K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 1.15% |
$5.31K - $6.17K
|
3.36K
$461K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.85% |
$5.45K - $6.33K
|
4.69K
$644K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45- 2.99% |
$6.13K - $7.12K
|
1.46K
$201K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 2.5% |
$6.81K - $7.91K
|
1.95K
$268K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 4.49% |
$6.81K - $7.91K
|
1.06K
$146K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.45% |
$7.22K - $8.39K
|
11.7K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-74- 1.37% |
$10.1K - $11.7K
|
5.31K
$730K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 14.53% |
$12.7K - $14.7K
|
547
$75.2K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$764K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-99- 2.95% |
$13.5K - $15.7K
|
3.25K
$447K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.01% |
$13.6K - $15.8K
|
2.39K
$329K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-105- 4.9% |
$14.3K - $16.6K
|
2.04K
$280K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 7.76% |
$15.3K - $17.7K
|
1.33K
$183K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-116- 1.6% |
$15.8K - $18.4K
|
7.12K
$978K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-129- 2.34% |
$17.6K - $20.4K
|
5.38K
$740K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-142- 97.93% |
$19.3K - $22.5K
|
3
$412
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 3.62% |
$21.8K - $25.3K
|
4.27K
$586K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-180- 5.06% |
$24.5K - $28.5K
|
3.38K
$464K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-187- 3.45% |
$25.5K - $29.6K
|
5.23K
$719K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-215- 3.32% |
$29.3K - $34K
|
6.27K
$862K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 1.49% |
$31.2K - $36.2K
|
15.1K
$2.08M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-237- 2.54% |
$32.3K - $37.5K
|
9.1K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 0.72% |
$32.3K - $37.5K
|
32.6K
$4.48M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-255- 1.5% |
$34.7K - $40.4K
|
16.7K
$2.29M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 1.34% |
$35.3K - $41K
|
19.1K
$2.63M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-272- 0.94% |
$37K - $43K
|
28.6K
$3.93M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-273- 6.28% |
$37.2K - $43.2K
|
4.07K
$560K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 1.8% |
$37.4K - $43.5K
|
15K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-330- 1.29% |
$44.9K - $52.2K
|
25.3K
$3.48M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-340- 11.02% |
$46.3K - $53.8K
|
2.75K
$377K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-347- 11.5% |
$47.3K - $54.9K
|
2.67K
$367K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-370- 4.11% |
$50.4K - $58.6K
|
8.64K
$1.19M
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-372- 1.08% |
$50.7K - $58.9K
|
34.1K
$4.69M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 4.7% |
$66.6K - $77.4K
|
9.91K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-495- 5.94% |
$67.4K - $78.3K
|
7.84K
$1.08M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-532- 95.0% |
$72.4K - $84.2K
|
28
$3.85K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-540- 1.21% |
$73.5K - $85.5K
|
44K
$6.04M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-616- 7.19% |
$83.9K - $97.5K
|
7.96K
$1.09M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-764- 31.16% |
$104K - $121K
|
1.69K
$232K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-970- 4.46% |
$132K - $154K
|
20.8K
$2.86M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 21.28% |
$169K - $197K
|
4.59K
$631K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.37K- 57.53% |
$187K - $217K
|
1.01K
$139K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.58K- 1.15% |
$215K - $249K
|
135K
$18.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.63K- 28.82% |
$222K - $258K
|
4.03K
$554K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 12.25% |
$230K - $267K
|
12.1K
$1.66M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.7K- 51.15% |
$231K - $269K
|
1.62K
$223K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 1.61% |
$245K - $285K
|
110K
$15.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.84K- 21.11% |
$251K - $291K
|
6.88K
$945K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.32K- 36.69% |
$316K - $367K
|
4K
$550K
|