Purchases and Sales Made in Q3 2023 in First Tr Exchange Traded Fd Fi (FXN)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXN) 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
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.86K- 29.05% |
$120K - $142K
|
19.2K
$290K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.31K- 28.27% |
$127K - $150K
|
21.1K
$319K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.69K- 14.65% |
$133K - $157K
|
50.6K
$766K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.5K- 17.22% |
$161K - $190K
|
50.5K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.9K- 42.84% |
$167K - $197K
|
14.6K
$221K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 4.68% |
$172K - $203K
|
228K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 4.44% |
$187K - $221K
|
263K
$3.98M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.3K- 11.76% |
$204K - $241K
|
100K
$1.51M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.2K- 84.66% |
$233K - $275K
|
2.76K
$41.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.2K- 82.27% |
$262K - $310K
|
3.7K
$55.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-19.7K- 17.5% |
$301K - $356K
|
92.9K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-21.8K- 26.56% |
$334K - $394K
|
60.4K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.6K- 68.07% |
$346K - $408K
|
10.6K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.1K- 19.39% |
$368K - $435K
|
100K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-24.8K- 57.93% |
$379K - $447K
|
18K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.7K- 34.06% |
$393K - $464K
|
49.8K
$753K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-33.3K- 10.82% |
$510K - $602K
|
275K
$4.16M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.2KClosed |
$539K - $636K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.1K- 18.28% |
$690K - $815K
|
202K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.1K- 7.83% |
$720K - $851K
|
554K
$8.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56.7K- 9.02% |
$867K - $1.02M
|
572K
$8.66M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-59.9KClosed |
$916K - $1.08M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-69.1K- 15.67% |
$1.06M - $1.25M
|
372K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.5K- 2.28% |
$1.2M - $1.42M
|
3.37M
$50.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-90.5K- 4.75% |
$1.38M - $1.64M
|
1.81M
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-104K- 67.43% |
$1.59M - $1.88M
|
50.2K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 23.23% |
$1.72M - $2.03M
|
372K
$5.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-173K- 92.06% |
$2.64M - $3.12M
|
14.9K
$225K
|