Purchases and Sales Made in Q3 2024 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.5KNew |
$62.1K - $68.1K
|
2.5K
$72K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.03K+ 26.76% |
$50.4K - $55.3K
|
9.62K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.85K+ 23.14% |
$46.1K - $50.5K
|
9.87K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.57K+ 17.28% |
$39K - $42.7K
|
10.6K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14KNew |
$28.2K - $30.9K
|
1.14K
$32.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.11K+ 33.35% |
$27.5K - $30.1K
|
4.43K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
990+ 4.48% |
$24.6K - $26.9K
|
23.1K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
907New |
$22.5K - $24.7K
|
907
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
700+ 38.89% |
$17.4K - $19.1K
|
2.5K
$72K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
568+ 0.4% |
$14.1K - $15.5K
|
142K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
472New |
$11.7K - $12.8K
|
472
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
342+ 219.23% |
$8.5K - $9.31K
|
498
$14.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
305+ 73.49% |
$7.58K - $8.3K
|
720
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
189+ 69.74% |
$4.7K - $5.14K
|
460
$13.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
157+ 23.05% |
$3.9K - $4.27K
|
838
$24.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
79+ 0.83% |
$1.96K - $2.15K
|
9.58K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$671 - $735
|
27
$777
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.08% |
$497 - $544
|
26.5K
$762K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-28- 0.31% |
$696 - $762
|
9.11K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 0.38% |
$1.52K - $1.66K
|
16.2K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 0.42% |
$1.62K - $1.77K
|
15.3K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-300- 0.85% |
$7.46K - $8.17K
|
34.9K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-676- 3.14% |
$16.8K - $18.4K
|
20.8K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-983- 5.34% |
$24.4K - $26.8K
|
17.4K
$501K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.19K- 5.18% |
$29.7K - $32.5K
|
21.8K
$628K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 6.96% |
$37.2K - $40.7K
|
20K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.61K- 9.97% |
$39.9K - $43.7K
|
14.5K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 3.89% |
$67.7K - $74.2K
|
67.4K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.82K- 3.49% |
$94.9K - $104K
|
105K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.34K- 31.58% |
$108K - $118K
|
9.4K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.55K- 33.48% |
$113K - $124K
|
9.03K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.78K- 42.76% |
$144K - $157K
|
7.74K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.91K- 8.07% |
$147K - $161K
|
67.3K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.92K- 4.23% |
$222K - $243K
|
202K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-11.4K- 5.57% |
$284K - $311K
|
194K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 29.59% |
$309K - $338K
|
29.6K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-14.1K- 7.48% |
$351K - $384K
|
175K
$5.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-18.5K- 8.94% |
$459K - $502K
|
188K
$5.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.5K- 8.78% |
$459K - $502K
|
192K
$5.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-42K- 35.73% |
$1.04M - $1.14M
|
75.6K
$2.18M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-58.6K- 18.66% |
$1.46M - $1.59M
|
255K
$7.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-249K- 41.5% |
$6.18M - $6.77M
|
351K
$10.1M
|