Purchases and Sales Made in Q4 2024 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
334KNew |
$8.94M - $9.59M
|
334K
$9.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
196KNew |
$5.24M - $5.63M
|
196K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
80.7KNew |
$2.16M - $2.32M
|
80.7K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
59.3KNew |
$1.59M - $1.7M
|
59.3K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57.9KNew |
$1.55M - $1.66M
|
57.9K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
49.1KNew |
$1.32M - $1.41M
|
49.1K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.25M - $1.35M
|
46.8K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 18.75% |
$1.01M - $1.09M
|
240K
$6.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
27.9KNew |
$748K - $803K
|
27.9K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.6KNew |
$740K - $795K
|
27.6K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
16.9KNew |
$453K - $486K
|
16.9K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.2KNew |
$406K - $436K
|
15.2K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
14.2KNew |
$380K - $408K
|
14.2K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.3K+ 58.3% |
$330K - $354K
|
33.5K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$326K - $350K
|
12.2K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$316K - $339K
|
11.8K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 4.57% |
$306K - $329K
|
262K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3K+ 35.46% |
$302K - $324K
|
43K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$277K - $298K
|
10.4K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10K+ 400.0% |
$268K - $288K
|
12.5K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.57KNew |
$229K - $246K
|
8.57K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
8.07KNew |
$216K - $232K
|
8.07K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8KNew |
$214K - $230K
|
8K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.09K+ 26.41% |
$190K - $204K
|
34K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.86K+ 20.09% |
$184K - $197K
|
41K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 1.91% |
$126K - $135K
|
251K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.7K+ 48.65% |
$99.1K - $106K
|
11.3K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.6K+ 16.78% |
$96.4K - $104K
|
25.1K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.28K+ 9.0% |
$87.7K - $94.2K
|
39.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.75KNew |
$73.6K - $79.1K
|
2.75K
$79.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$68.9K - $74K
|
2.57K
$74.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.94K+ 9.7% |
$52K - $55.8K
|
21.9K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.86K+ 1.3% |
$49.7K - $53.3K
|
144K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 3.76% |
$30.5K - $32.8K
|
31.4K
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
750+ 5.15% |
$20.1K - $21.6K
|
15.3K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
388+ 82.2% |
$10.4K - $11.2K
|
860
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
111+ 1.21% |
$2.97K - $3.19K
|
9.3K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.43% |
$2.68K - $2.88K
|
23.2K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
96+ 0.14% |
$2.57K - $2.76K
|
70.9K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
85+ 0.89% |
$2.28K - $2.44K
|
9.67K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54New |
$1.45K - $1.55K
|
54
$1.55K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 0.46% |
$1.12K - $1.21K
|
9.15K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.07% |
$670 - $719
|
33.4K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-53- 0.08% |
$1.42K - $1.52K
|
67.3K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-62- 0.81% |
$1.66K - $1.78K
|
7.59K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-79- 17.17% |
$2.12K - $2.27K
|
381
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.46% |
$2.68K - $2.88K
|
21.7K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-103- 1.39% |
$2.76K - $2.96K
|
7.31K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 0.69% |
$2.81K - $3.02K
|
15.2K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-135- 16.11% |
$3.62K - $3.88K
|
703
$20.2K
|