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 |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.35KNew |
$306K - $362K
|
6.35K
$422K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.06KNew |
$292K - $345K
|
6.06K
$403K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.95KNew |
$286K - $339K
|
5.95K
$395K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.79KNew |
$279K - $330K
|
5.79K
$385K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.42K+ 2.16% |
$213K - $251K
|
209K
$13.9M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.95K+ 62.29% |
$142K - $168K
|
7.68K
$510K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.85K+ 26.29% |
$137K - $162K
|
13.7K
$911K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 13.57% |
$117K - $138K
|
20.3K
$1.35M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.82K+ 18.91% |
$87.6K - $104K
|
11.4K
$761K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.4KNew |
$67.4K - $79.6K
|
1.4K
$93K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$52.4K - $62K
|
1.09K
$72.4K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.06KNew |
$50.8K - $60.1K
|
1.06K
$70.1K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
928+ 12.45% |
$44.7K - $52.8K
|
8.38K
$557K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
895New |
$43.1K - $51K
|
895
$59.5K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
315New |
$15.2K - $17.9K
|
315
$20.9K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165+ 270.49% |
$7.94K - $9.39K
|
226
$15K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 480.0% |
$6.93K - $8.2K
|
174
$11.6K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
105+ 1.49% |
$5.06K - $5.98K
|
7.17K
$477K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103+ 447.83% |
$4.96K - $5.86K
|
126
$8.37K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99New |
$4.77K - $5.64K
|
99
$6.58K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11New |
$530 - $626
|
11
$731
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.09% |
$530 - $626
|
11.7K
$775K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.1% |
$482 - $569
|
9.66K
$642K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$96.3 - $114
|
567
$37.7K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$48.2 - $56.9
|
406
$27K
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-29- 0.11% |
$1.4K - $1.65K
|
27.5K
$1.83M
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 0.39% |
$2.21K - $2.62K
|
11.8K
$786K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47- 4.97% |
$2.26K - $2.68K
|
899
$59.7K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 53.44% |
$3.37K - $3.99K
|
61
$4.05K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 0.82% |
$3.56K - $4.21K
|
8.97K
$596K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-93- 25.14% |
$4.48K - $5.29K
|
277
$18.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 25.84% |
$7.03K - $8.31K
|
419
$27.8K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-150- 7.77% |
$7.22K - $8.54K
|
1.78K
$118K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-166- 2.61% |
$7.99K - $9.45K
|
6.19K
$412K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-213- 4.87% |
$10.3K - $12.1K
|
4.16K
$276K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-352Closed |
$16.9K - $20K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-488- 15.72% |
$23.5K - $27.8K
|
2.62K
$174K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-779- 8.86% |
$37.5K - $44.3K
|
8.01K
$532K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-819- 14.41% |
$39.4K - $46.6K
|
4.87K
$323K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-832- 16.27% |
$40.1K - $47.4K
|
4.28K
$285K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.66K- 32.13% |
$79.7K - $94.2K
|
3.5K
$232K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.03K- 70.62% |
$97.8K - $116K
|
845
$56.2K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.37K- 25.48% |
$114K - $135K
|
6.93K
$461K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-5.22K- 25.12% |
$251K - $297K
|
15.6K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.62K- 34.1% |
$271K - $320K
|
10.9K
$722K
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-5.7K- 53.79% |
$274K - $324K
|
4.9K
$325K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.17K- 18.95% |
$297K - $351K
|
26.4K
$1.76M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.33K- 65.77% |
$305K - $360K
|
3.29K
$219K
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.87K- 49.58% |
$331K - $391K
|
6.99K
$464K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.93K- 18.79% |
$430K - $508K
|
38.6K
$2.56M
|