Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13MNew |
$625M - $739M
|
13M
$863M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770K+ 74.64% |
$37.1M - $43.8M
|
1.8M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
459K+ 52.38% |
$22.1M - $26.1M
|
1.34M
$88.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
417K+ 217.3% |
$20.1M - $23.8M
|
610K
$40.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
417K+ 217.3% |
$20.1M - $23.8M
|
610K
$40.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
390K+ 404.91% |
$18.8M - $22.2M
|
486K
$32.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
231K+ 1419.26% |
$11.1M - $13.2M
|
248K
$16.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
191KNew |
$9.19M - $10.9M
|
191K
$12.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
171KNew |
$8.23M - $9.73M
|
171K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
147KNew |
$7.07M - $8.36M
|
147K
$9.75M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 86.3% |
$6.66M - $7.87M
|
298K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 66.89% |
$6.42M - $7.59M
|
333K
$22.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
131K+ 435.19% |
$6.3M - $7.45M
|
161K
$10.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
130K+ 5474.34% |
$6.25M - $7.4M
|
132K
$8.79M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
101K+ 156.87% |
$4.87M - $5.76M
|
166K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
101K+ 1090.54% |
$4.87M - $5.76M
|
110K
$7.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
97.6K+ 71.99% |
$4.7M - $5.56M
|
233K
$15.5M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
83KNew |
$4M - $4.73M
|
83K
$5.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
74.8K+ 1068857.12% |
$3.6M - $4.26M
|
74.8K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
73.5KNew |
$3.54M - $4.18M
|
73.5K
$4.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
72.7K+ 29299.6% |
$3.5M - $4.14M
|
72.9K
$4.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
54.1K+ 1245.53% |
$2.6M - $3.08M
|
58.4K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
42.6KNew |
$2.05M - $2.42M
|
42.6K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 61.86% |
$2.04M - $2.41M
|
111K
$7.37M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
36.3K+ 74.69% |
$1.75M - $2.07M
|
84.9K
$5.64M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.9K+ 233.05% |
$1.73M - $2.04M
|
51.3K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.7K+ 146.57% |
$1.72M - $2.03M
|
60.1K
$4M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$1.5M - $1.78M
|
31.2K
$2.07M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 4345.85% |
$1.06M - $1.25M
|
22.5K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
21.9KNew |
$1.05M - $1.24M
|
21.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4KNew |
$933K - $1.1M
|
19.4K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
18KNew |
$865K - $1.02M
|
18K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
17KNew |
$818K - $967K
|
17K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.3KNew |
$739K - $873K
|
15.3K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14.6K+ 12695.65% |
$703K - $831K
|
14.7K
$978K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.4KNew |
$696K - $823K
|
14.4K
$960K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
13.7KNew |
$659K - $779K
|
13.7K
$910K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$602K - $712K
|
12.5K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 105.38% |
$495K - $585K
|
20K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.1KNew |
$488K - $576K
|
10.1K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10KNew |
$481K - $569K
|
10K
$664K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.42KNew |
$453K - $536K
|
9.42K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.18KNew |
$442K - $522K
|
9.18K
$610K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.79KNew |
$423K - $501K
|
8.79K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.62K+ 146.93% |
$415K - $491K
|
14.5K
$962K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.53K+ 32.73% |
$362K - $428K
|
30.5K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.51K+ 125.2% |
$362K - $428K
|
13.5K
$898K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.3KNew |
$351K - $415K
|
7.3K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.1K+ 12.91% |
$342K - $404K
|
62.1K
$4.13M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.45KNew |
$310K - $367K
|
6.45K
$428K
|