Purchases and Sales Made in Q1 2022 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
223+ 3.77% |
$11.5K - $14K
|
6.14K
$408K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
201+ 100.0% |
$10.4K - $12.6K
|
402
$26.7K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
167+ 1.48% |
$8.64K - $10.5K
|
11.5K
$761K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
164+ 0.78% |
$8.48K - $10.3K
|
21.3K
$1.42M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
151New |
$7.81K - $9.46K
|
151
$10K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
143New |
$7.4K - $8.95K
|
143
$9.5K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
130+ 3.87% |
$6.72K - $8.14K
|
3.49K
$232K
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
86+ 0.56% |
$4.45K - $5.39K
|
15.5K
$1.03M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
82+ 28.98% |
$4.24K - $5.13K
|
365
$24.3K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
61New |
$3.16K - $3.82K
|
61
$4.05K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
53+ 31.74% |
$2.74K - $3.32K
|
220
$14.6K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$621 - $751
|
12
$798
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.08% |
$310 - $376
|
7.69K
$511K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$259 - $313
|
5
$332
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$51.7 - $62.6
|
15.4K
$1.02M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$51.7 - $62.6
|
4.47K
$297K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$51.7 - $62.6
|
562
$37.4K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.22% |
$51.7 - $62.6
|
463
$30.8K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15- 21.13% |
$776 - $939
|
56
$3.72K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 7.58% |
$1.66K - $2K
|
390
$25.9K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-45- 0.16% |
$2.33K - $2.82K
|
28.1K
$1.87M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-71Closed |
$3.67K - $4.45K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-74- 1.49% |
$3.83K - $4.63K
|
4.89K
$325K
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-75- 1.21% |
$3.88K - $4.7K
|
6.14K
$408K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-102- 55.43% |
$5.28K - $6.39K
|
82
$5.45K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-146- 2.46% |
$7.55K - $9.14K
|
5.79K
$385K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-200- 20.14% |
$10.3K - $12.5K
|
793
$52.7K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-252- 1.09% |
$13K - $15.8K
|
22.8K
$1.52M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-300Closed |
$15.5K - $18.8K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-350Closed |
$18.1K - $21.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-391Closed |
$20.2K - $24.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-430- 2.86% |
$22.2K - $26.9K
|
14.6K
$970K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-451Closed |
$23.3K - $28.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-547Closed |
$28.3K - $34.3K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-580- 41.31% |
$30K - $36.3K
|
824
$54.8K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-646- 5.69% |
$33.4K - $40.5K
|
10.7K
$712K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-650- 4.95% |
$33.6K - $40.7K
|
12.5K
$830K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-810- 36.52% |
$41.9K - $50.7K
|
1.41K
$93.6K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-845- 6.49% |
$43.7K - $52.9K
|
12.2K
$810K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.23KClosed |
$63.4K - $76.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.24K- 5.41% |
$63.9K - $77.4K
|
21.6K
$1.44M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 71.36% |
$64.8K - $78.5K
|
503
$33.4K
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.33K- 6.87% |
$68.9K - $83.3K
|
18K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.75K- 16.82% |
$90.4K - $109K
|
8.64K
$574K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.88K- 58.69% |
$97.3K - $118K
|
1.32K
$87.9K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.91K- 50.48% |
$98.7K - $119K
|
1.87K
$124K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.96K- 7.11% |
$101K - $123K
|
25.6K
$1.7M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 5.5% |
$102K - $124K
|
33.9K
$2.25M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.72K- 31.63% |
$141K - $170K
|
5.87K
$390K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.88K- 17.36% |
$149K - $180K
|
13.7K
$912K
|