Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Fd (FCTR)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FCTR) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
129KNew |
$2.93M - $3.62M
|
129K
$4.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
73.8KNew |
$1.67M - $2.07M
|
73.8K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36KNew |
$816K - $1.01M
|
36K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35.3K+ 192.15% |
$801K - $989K
|
53.7K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.4KNew |
$667K - $824K
|
29.4K
$979K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
15KNew |
$339K - $419K
|
15K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.41K+ 12.04% |
$100K - $123K
|
41K
$1.37M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.59KNew |
$36K - $44.5K
|
1.59K
$52.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
316New |
$7.16K - $8.85K
|
316
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101New |
$2.29K - $2.83K
|
101
$3.36K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58New |
$1.31K - $1.62K
|
58
$1.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-8- 0.07% |
$181 - $224
|
12.2K
$407K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 20.29% |
$952 - $1.18K
|
165
$5.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-235- 0.44% |
$5.33K - $6.58K
|
52.9K
$1.76M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-478- 1.62% |
$10.8K - $13.4K
|
28.9K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-519- 19.61% |
$11.8K - $14.5K
|
2.13K
$70.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-666- 5.77% |
$15.1K - $18.7K
|
10.9K
$362K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-748- 5.28% |
$17K - $21K
|
13.4K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-758- 8.5% |
$17.2K - $21.2K
|
8.16K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 13.38% |
$27K - $33.3K
|
7.7K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.44K- 9.95% |
$32.7K - $40.4K
|
13.1K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 10.11% |
$33.2K - $41.1K
|
13K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 93.55% |
$33.5K - $41.4K
|
102
$3.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.64K- 64.16% |
$37.2K - $45.9K
|
916
$30.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 11.7% |
$43.1K - $53.2K
|
14.3K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.1K- 21.17% |
$47.7K - $58.9K
|
7.83K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.64K- 26.63% |
$59.8K - $73.9K
|
7.27K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.47K- 15.86% |
$78.6K - $97.1K
|
18.4K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.24K- 5.89% |
$96.1K - $119K
|
67.7K
$2.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.23K- 18.2% |
$119K - $146K
|
23.5K
$782K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-7.15K- 2.41% |
$162K - $200K
|
289K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.41K- 15.95% |
$213K - $263K
|
49.6K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 37.74% |
$260K - $321K
|
18.9K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 47.59% |
$283K - $349K
|
13.7K
$457K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.9K- 3.32% |
$361K - $446K
|
464K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 58.17% |
$379K - $468K
|
12K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23K- 12.34% |
$521K - $644K
|
163K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27K- 38.29% |
$612K - $756K
|
43.5K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44K- 40.76% |
$998K - $1.23M
|
64K
$2.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.3K- 42.5% |
$1.07M - $1.32M
|
64K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-102K- 89.26% |
$2.31M - $2.85M
|
12.2K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-719K- 70.47% |
$16.3M - $20.1M
|
301K
$10M
|