Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43K+ 2.48% |
$2.51M - $2.76M
|
1.78M
$118M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.2K+ 30.86% |
$2.05M - $2.26M
|
149K
$9.93M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
20.9KNew |
$1.22M - $1.34M
|
20.9K
$1.39M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 7.47% |
$1.2M - $1.32M
|
296K
$19.7M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 7.82% |
$985K - $1.08M
|
233K
$15.5M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$802K - $881K
|
13.7K
$914K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8K+ 179.02% |
$748K - $822K
|
20K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$466K - $513K
|
8K
$532K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.16K+ 20.38% |
$359K - $395K
|
36.4K
$2.42M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$407K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.08KNew |
$354K - $389K
|
6.08K
$404K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.65K+ 2.37% |
$329K - $362K
|
244K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.22K+ 131.84% |
$246K - $271K
|
7.43K
$494K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.1KNew |
$239K - $263K
|
4.1K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.58KNew |
$209K - $230K
|
3.58K
$238K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.05K+ 1.96% |
$178K - $196K
|
159K
$10.5M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 2.82% |
$161K - $177K
|
100K
$6.67M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.43K+ 4.31% |
$142K - $156K
|
58.7K
$3.9M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.84K+ 18.24% |
$107K - $118K
|
11.9K
$792K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.83K+ 1.85% |
$107K - $117K
|
101K
$6.7M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.69K+ 13.11% |
$98.4K - $108K
|
14.6K
$967K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.68K+ 53.22% |
$97.7K - $107K
|
4.83K
$321K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.41K+ 22.43% |
$82K - $90.2K
|
7.68K
$510K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.4KNew |
$81.4K - $89.5K
|
1.4K
$92.8K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 4.68% |
$81K - $89.1K
|
31.1K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.33K+ 1.37% |
$77.4K - $85K
|
98.2K
$6.53M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.32K+ 4.2% |
$77.1K - $84.8K
|
32.8K
$2.18M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 1.37% |
$75K - $82.4K
|
94.8K
$6.3M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.16K+ 0.98% |
$67.9K - $74.6K
|
120K
$7.99M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
643+ 0.25% |
$37.5K - $41.2K
|
256K
$17M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
590+ 0.29% |
$34.4K - $37.8K
|
202K
$13.4M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
574+ 2.77% |
$33.5K - $36.8K
|
21.3K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
473+ 0.75% |
$27.6K - $30.3K
|
63.3K
$4.21M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
434New |
$25.3K - $27.8K
|
434
$28.8K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
426+ 9.81% |
$24.8K - $27.3K
|
4.77K
$317K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
403+ 1.02% |
$23.5K - $25.8K
|
39.8K
$2.65M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
361New |
$21K - $23.1K
|
361
$24K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
322+ 12.57% |
$18.8K - $20.6K
|
2.88K
$192K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
257+ 3.31% |
$15K - $16.5K
|
8.03K
$533K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
170+ 2.0% |
$9.91K - $10.9K
|
8.66K
$575K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$9.79K - $10.8K
|
168
$11.2K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166+ 15.66% |
$9.68K - $10.6K
|
1.23K
$81.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 825.0% |
$9.62K - $10.6K
|
185
$12.3K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
108+ 0.63% |
$6.3K - $6.92K
|
17.3K
$1.15M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
59+ 1.04% |
$3.44K - $3.78K
|
5.71K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23+ 0.18% |
$1.34K - $1.47K
|
12.6K
$838K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.05% |
$117 - $128
|
4.21K
$280K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$58.3 - $64.1
|
572
$38K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 0.26% |
$1.34K - $1.47K
|
8.76K
$582K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 3.73% |
$1.46K - $1.6K
|
645
$42.9K
|