Purchases and Sales Made in Q4 2022 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.8K+ 72.56% |
$1.27M - $1.49M
|
68.5K
$4.58M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
15.6KNew |
$687K - $807K
|
15.6K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
9.65KNew |
$426K - $500K
|
9.65K
$645K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.9K+ 92.49% |
$349K - $410K
|
16.4K
$1.1M
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.57K+ 67.14% |
$246K - $289K
|
13.9K
$926K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$233K - $273K
|
5.27K
$352K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.11KNew |
$226K - $265K
|
5.11K
$342K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$204K - $239K
|
4.62K
$308K
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.38KNew |
$194K - $227K
|
4.38K
$293K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.37KNew |
$193K - $227K
|
4.37K
$292K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.17KNew |
$184K - $216K
|
4.17K
$278K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.98K+ 10.07% |
$132K - $155K
|
32.6K
$2.18M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.8K+ 12.23% |
$79.4K - $93.2K
|
16.5K
$1.1M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.01KNew |
$44.5K - $52.2K
|
1.01K
$67.3K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
895New |
$39.6K - $46.4K
|
895
$59.8K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
869+ 249.71% |
$38.4K - $45.1K
|
1.22K
$81.3K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
611New |
$27K - $31.7K
|
611
$40.8K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
565New |
$25K - $29.3K
|
565
$37.8K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
565New |
$25K - $29.3K
|
565
$37.8K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
488+ 18.65% |
$21.6K - $25.3K
|
3.11K
$207K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
480+ 1846.15% |
$21.2K - $24.9K
|
506
$33.8K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$21K - $24.6K
|
475
$31.7K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
370New |
$16.4K - $19.2K
|
370
$24.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
352New |
$15.6K - $18.3K
|
352
$23.5K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
311+ 4.35% |
$13.7K - $16.1K
|
7.46K
$498K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
146+ 2.49% |
$6.45K - $7.57K
|
6K
$401K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
121New |
$5.35K - $6.28K
|
121
$8.09K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118+ 0.73% |
$5.22K - $6.12K
|
16.3K
$1.09M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51New |
$2.25K - $2.65K
|
51
$3.41K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
48New |
$2.12K - $2.49K
|
48
$3.21K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 200.0% |
$884 - $1.04K
|
30
$2K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7New |
$309 - $363
|
7
$468
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.04% |
$88.4 - $104
|
4.75K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 0.88% |
$44.2 - $51.9
|
115
$7.68K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$44.2 - $51.9
|
405
$27.1K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.04% |
$221 - $259
|
11.9K
$793K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.07% |
$354 - $415
|
11.7K
$779K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 3.29% |
$530 - $622
|
353
$23.6K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 3.29% |
$530 - $622
|
353
$23.6K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 2.67% |
$1.15K - $1.35K
|
946
$63.2K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38- 62.3% |
$1.68K - $1.97K
|
23
$1.54K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-51- 28.02% |
$2.25K - $2.65K
|
131
$8.75K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-297- 1.07% |
$13.1K - $15.4K
|
27.5K
$1.84M
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-310- 6.65% |
$13.7K - $16.1K
|
4.35K
$291K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 4.33% |
$18.1K - $21.2K
|
9.04K
$604K
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-439- 3.98% |
$19.4K - $22.8K
|
10.6K
$708K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-571- 5.53% |
$25.2K - $29.6K
|
9.76K
$652K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-616- 8.83% |
$27.2K - $32K
|
6.36K
$425K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-642- 9.87% |
$28.4K - $33.3K
|
5.86K
$392K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-699- 12.87% |
$30.9K - $36.3K
|
4.73K
$316K
|