Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXL)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
212+ 6.47% |
$19.3K - $22.8K
|
3.49K
$551K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
200+ 1.64% |
$18.2K - $21.5K
|
12.4K
$1.96M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
181New |
$16.5K - $19.5K
|
181
$28.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
181+ 1.87% |
$16.5K - $19.5K
|
9.85K
$1.56M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
143+ 7.61% |
$13K - $15.4K
|
2.02K
$320K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94+ 15.99% |
$8.56K - $10.1K
|
682
$108K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
77New |
$7.01K - $8.28K
|
77
$12.2K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 4.34% |
$6.83K - $8.06K
|
1.8K
$285K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
63+ 34.24% |
$5.74K - $6.77K
|
247
$39K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55New |
$5.01K - $5.91K
|
55
$8.69K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
50+ 0.33% |
$4.55K - $5.37K
|
15.3K
$2.42M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46New |
$4.19K - $4.94K
|
46
$7.27K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.69% |
$3.1K - $3.65K
|
4.99K
$788K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25+ 56.82% |
$2.28K - $2.69K
|
69
$10.9K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.83K
|
2.28K
$360K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 20.0% |
$455 - $537
|
30
$4.74K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.1% |
$273 - $322
|
3.13K
$495K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.03% |
$273 - $322
|
10.5K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$91.1 - $107
|
427
$67.5K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 3.23% |
$273 - $322
|
90
$14.2K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3- 0.03% |
$273 - $322
|
11.5K
$1.82M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 0.84% |
$820 - $967
|
1.06K
$167K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11- 0.19% |
$1K - $1.18K
|
5.85K
$924K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12- 0.25% |
$1.09K - $1.29K
|
4.88K
$772K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 0.24% |
$1.55K - $1.83K
|
7.15K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18- 0.23% |
$1.64K - $1.93K
|
7.82K
$1.24M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-26- 0.45% |
$2.37K - $2.79K
|
5.74K
$906K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29- 0.33% |
$2.64K - $3.12K
|
8.85K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35- 0.76% |
$3.19K - $3.76K
|
4.57K
$722K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-44- 0.61% |
$4.01K - $4.73K
|
7.22K
$1.14M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-45- 14.29% |
$4.1K - $4.84K
|
270
$42.7K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 68.49% |
$4.55K - $5.37K
|
23
$3.63K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50- 1.23% |
$4.55K - $5.37K
|
4.02K
$635K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-53- 2.16% |
$4.83K - $5.7K
|
2.41K
$380K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-58- 0.3% |
$5.28K - $6.23K
|
19.6K
$3.1M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-65- 1.99% |
$5.92K - $6.99K
|
3.2K
$506K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-67- 0.47% |
$6.1K - $7.2K
|
14.2K
$2.25M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-77- 3.58% |
$7.01K - $8.28K
|
2.07K
$327K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-86- 1.07% |
$7.83K - $9.24K
|
7.96K
$1.26M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105Closed |
$9.56K - $11.3K
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-123- 1.29% |
$11.2K - $13.2K
|
9.41K
$1.49M
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-145- 4.14% |
$13.2K - $15.6K
|
3.36K
$531K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.96% |
$13.8K - $16.2K
|
15.6K
$2.47M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-157- 5.61% |
$14.3K - $16.9K
|
2.64K
$417K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-163- 5.47% |
$14.8K - $17.5K
|
2.82K
$445K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-181- 2.92% |
$16.5K - $19.5K
|
6.02K
$951K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-184- 17.13% |
$16.8K - $19.8K
|
890
$141K
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-220- 0.61% |
$20K - $23.6K
|
35.8K
$5.66M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-241- 4.16% |
$21.9K - $25.9K
|
5.55K
$877K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-475- 6.07% |
$43.3K - $51.1K
|
7.35K
$1.16M
|