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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-67- 0.27% |
$3.91K - $4.29K
|
25K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-82- 0.61% |
$4.78K - $5.26K
|
13.3K
$887K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-109- 0.99% |
$6.35K - $6.99K
|
10.9K
$729K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123- 2.62% |
$7.17K - $7.88K
|
4.56K
$305K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 7.83% |
$11.1K - $12.2K
|
2.24K
$149K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-190- 2.66% |
$11.1K - $12.2K
|
6.96K
$465K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-190- 0.06% |
$11.1K - $12.2K
|
315K
$21M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-219- 0.57% |
$12.8K - $14K
|
38.3K
$2.56M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-221- 3.37% |
$12.9K - $14.2K
|
6.33K
$423K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-287- 8.94% |
$16.7K - $18.4K
|
2.92K
$195K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-295- 4.38% |
$17.2K - $18.9K
|
6.44K
$430K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-316- 1.07% |
$18.4K - $20.3K
|
29.1K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-416- 9.92% |
$24.3K - $26.7K
|
3.78K
$253K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-429- 2.85% |
$25K - $27.5K
|
14.6K
$977K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-651- 4.14% |
$38K - $41.7K
|
15.1K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-808- 7.83% |
$47.1K - $51.8K
|
9.52K
$636K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-836- 16.54% |
$48.7K - $53.6K
|
4.22K
$282K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-911- 17.63% |
$53.1K - $58.4K
|
4.26K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-992- 9.28% |
$57.8K - $63.6K
|
9.7K
$648K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09K- 2.91% |
$63.5K - $69.8K
|
36.4K
$2.43M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.14K- 11.79% |
$66.2K - $72.7K
|
8.49K
$568K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.25K- 26.95% |
$73K - $80.2K
|
3.39K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.27K- 12.98% |
$73.9K - $81.2K
|
8.49K
$567K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 32.29% |
$96.1K - $106K
|
3.46K
$231K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.83K- 64.21% |
$107K - $117K
|
1.02K
$68.2K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 6.59% |
$119K - $131K
|
28.9K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 0.17% |
$168K - $185K
|
1.66M
$111M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 0.17% |
$168K - $185K
|
1.66M
$111M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.8K- 1.75% |
$221K - $243K
|
213K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 8.87% |
$223K - $245K
|
39.3K
$2.63M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.32K- 2.26% |
$252K - $277K
|
187K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.52K- 1.26% |
$263K - $290K
|
355K
$23.8M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.84K- 4.05% |
$341K - $374K
|
138K
$9.25M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.14K- 17.6% |
$416K - $457K
|
33.4K
$2.23M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.28K- 8.58% |
$425K - $467K
|
77.6K
$5.19M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.74K- 8.67% |
$568K - $624K
|
103K
$6.86M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 7.49% |
$600K - $659K
|
127K
$8.49M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 23.76% |
$608K - $668K
|
33.5K
$2.24M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26.5K- 87.03% |
$1.55M - $1.7M
|
3.95K
$264K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-31.9K- 0.26% |
$1.86M - $2.05M
|
12.2M
$813M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.3K- 30.04% |
$5.44M - $5.98M
|
217K
$14.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-109K- 27.84% |
$6.37M - $7M
|
283K
$18.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116K- 22.74% |
$6.76M - $7.43M
|
394K
$26.3M
|