Purchases and Sales Made in Q3 2025 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
70.3KNew |
$4.48M - $4.94M
|
70.3K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.6K+ 168.83% |
$2.33M - $2.58M
|
58.3K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 6.24% |
$1.98M - $2.18M
|
529K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.1K+ 13.32% |
$1.92M - $2.12M
|
256K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.5KNew |
$1.69M - $1.86M
|
26.5K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.9KNew |
$1.46M - $1.61M
|
22.9K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.6K+ 40.39% |
$1.06M - $1.16M
|
57.6K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$844K - $931K
|
13.2K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 14.31% |
$759K - $837K
|
95.2K
$6.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.07KNew |
$514K - $567K
|
8.07K
$526K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.93K+ 28.46% |
$250K - $276K
|
17.7K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.4KNew |
$216K - $239K
|
3.4K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.3KNew |
$210K - $232K
|
3.3K
$215K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$170K - $188K
|
2.67K
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
2.28K+ 10.07% |
$145K - $160K
|
24.9K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.05KNew |
$131K - $144K
|
2.05K
$134K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.87K+ 54.79% |
$119K - $131K
|
5.28K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.66KNew |
$106K - $117K
|
1.66K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15K+ 5.63% |
$73.1K - $80.6K
|
21.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.03K+ 6.8% |
$65.5K - $72.3K
|
16.1K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
849+ 37.06% |
$54.1K - $59.7K
|
3.14K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
522+ 12.78% |
$33.3K - $36.7K
|
4.61K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
464+ 15.07% |
$29.6K - $32.6K
|
3.54K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
331+ 2.42% |
$21.1K - $23.3K
|
14K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 5.89% |
$17.7K - $19.5K
|
5K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
106+ 0.48% |
$6.75K - $7.45K
|
22.1K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 0.77% |
$5.8K - $6.4K
|
11.9K
$773K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
86New |
$5.48K - $6.04K
|
86
$5.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36+ 0.61% |
$2.29K - $2.53K
|
5.98K
$390K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 18.18% |
$1.53K - $1.69K
|
156
$10.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
23+ 1.44% |
$1.47K - $1.62K
|
1.62K
$106K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 12.57% |
$1.4K - $1.55K
|
197
$12.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$191 - $211
|
6.62K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $141
|
3.78K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.11% |
$63.7 - $70.3
|
925
$60.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$63.7 - $70.3
|
579
$37.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 1.41% |
$127 - $141
|
140
$9.13K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 4.7% |
$2.29K - $2.53K
|
730
$47.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 19.43% |
$2.61K - $2.88K
|
170
$11.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-52- 6.44% |
$3.31K - $3.66K
|
756
$49.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-94- 0.92% |
$5.99K - $6.61K
|
10.1K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-104- 9.47% |
$6.63K - $7.31K
|
994
$64.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-105- 2.43% |
$6.69K - $7.38K
|
4.22K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-160- 1.84% |
$10.2K - $11.2K
|
8.52K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-180- 4.37% |
$11.5K - $12.7K
|
3.94K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-198- 1.49% |
$12.6K - $13.9K
|
13.1K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-330- 0.77% |
$21K - $23.2K
|
42.4K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-426- 4.01% |
$27.1K - $29.9K
|
10.2K
$664K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-427- 12.5% |
$27.2K - $30K
|
2.99K
$195K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-554- 20.39% |
$35.3K - $38.9K
|
2.16K
$141K
|
|