Purchases and Sales Made in Q4 2024 in First Tr Exchange Traded Fd (FXD)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (FXD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20.7K+ 8.34% |
$1.28M - $1.42M
|
269K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.71K+ 5.43% |
$540K - $596K
|
169K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$496K - $548K
|
8K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.51K+ 38.73% |
$342K - $377K
|
19.7K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 26.01% |
$226K - $250K
|
17.7K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.14KNew |
$195K - $215K
|
3.14K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.41K+ 18.2% |
$87.5K - $96.6K
|
9.16K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
853+ 2.52% |
$52.9K - $58.4K
|
34.7K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
786+ 4.18% |
$48.8K - $53.9K
|
19.6K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
739+ 5.04% |
$45.9K - $50.6K
|
15.4K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
593+ 4.07% |
$36.8K - $40.6K
|
15.2K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
302+ 3.56% |
$18.7K - $20.7K
|
8.8K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
264+ 2.48% |
$16.4K - $18.1K
|
10.9K
$728K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 44.8% |
$15.8K - $17.4K
|
821
$54.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
166+ 0.69% |
$10.3K - $11.4K
|
24.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
131+ 1.24% |
$8.13K - $8.98K
|
10.7K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$4.47K - $4.93K
|
72
$4.81K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.14% |
$372 - $411
|
4.23K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59- 21.85% |
$3.66K - $4.04K
|
211
$14.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-245- 1.75% |
$15.2K - $16.8K
|
13.8K
$919K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-253- 1.82% |
$15.7K - $17.3K
|
13.6K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-299- 1.33% |
$18.6K - $20.5K
|
22.1K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-300- 6.68% |
$18.6K - $20.6K
|
4.19K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-455- 63.64% |
$28.2K - $31.2K
|
260
$17.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.08% |
$102K - $112K
|
38.5K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.61K- 13.79% |
$286K - $316K
|
28.8K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.9K- 6.19% |
$741K - $818K
|
181K
$12.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-297K- 98.5% |
$18.4M - $20.4M
|
4.53K
$303K
|