Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-149- 1.01% |
$18.2K - $20.6K
|
14.6K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-160- 27.4% |
$19.5K - $22.2K
|
424
$66.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-168- 2.2% |
$20.5K - $23.3K
|
7.46K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 2.24% |
$20.9K - $23.7K
|
7.45K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-172- 1.49% |
$21K - $23.8K
|
11.4K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-177- 3.14% |
$21.6K - $24.5K
|
5.47K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189- 0.54% |
$23.1K - $26.2K
|
34.5K
$5.43M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-189- 0.14% |
$23.1K - $26.2K
|
132K
$20.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 12.16% |
$24.4K - $27.7K
|
1.45K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-227- 56.61% |
$27.7K - $31.5K
|
174
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-256- 1.55% |
$31.3K - $35.5K
|
16.2K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-257- 14.63% |
$31.4K - $35.6K
|
1.5K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-269- 5.03% |
$32.9K - $37.3K
|
5.08K
$798K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-272- 0.76% |
$33.2K - $37.7K
|
35.6K
$5.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-275- 2.88% |
$33.6K - $38.1K
|
9.27K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 6.83% |
$36.6K - $41.6K
|
4.09K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-310- 4.41% |
$37.9K - $43K
|
6.73K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-310- 2.89% |
$37.9K - $43K
|
10.4K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-323- 68.58% |
$39.5K - $44.8K
|
148
$23.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-333- 5.39% |
$40.7K - $46.1K
|
5.85K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-383- 5.68% |
$46.8K - $53.1K
|
6.36K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-390- 4.43% |
$47.6K - $54K
|
8.41K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-400- 3.77% |
$48.9K - $55.4K
|
10.2K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-528- 9.16% |
$64.5K - $73.2K
|
5.24K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-554- 4.41% |
$67.7K - $76.8K
|
12K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-578- 3.93% |
$70.6K - $80.1K
|
14.1K
$2.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-614- 4.4% |
$75K - $85.1K
|
13.3K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-616- 24.69% |
$75.2K - $85.4K
|
1.88K
$295K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-643- 4.58% |
$78.5K - $89.1K
|
13.4K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-750- 35.63% |
$91.6K - $104K
|
1.36K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-855- 16.54% |
$104K - $118K
|
4.31K
$677K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-871- 0.89% |
$106K - $121K
|
97.3K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-914- 14.73% |
$112K - $127K
|
5.29K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-935- 22.45% |
$114K - $130K
|
3.23K
$507K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02K- 26.97% |
$124K - $141K
|
2.75K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.18K- 1.08% |
$144K - $164K
|
109K
$17M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.27K- 2.67% |
$155K - $175K
|
46.1K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.5K- 50.0% |
$183K - $208K
|
1.5K
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.56K- 2.89% |
$191K - $216K
|
52.5K
$8.24M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 1.41% |
$201K - $229K
|
115K
$18.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.83K- 29.47% |
$223K - $253K
|
4.37K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1K- 50.18% |
$256K - $291K
|
2.08K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.35K- 4.64% |
$288K - $326K
|
48.3K
$7.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.53K- 1.45% |
$309K - $350K
|
171K
$26.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-3.89K- 10.31% |
$475K - $538K
|
33.8K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.91K- 67.37% |
$477K - $542K
|
1.89K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.26K- 3.03% |
$642K - $728K
|
168K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.67K- 7.75% |
$692K - $786K
|
67.4K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8K- 41.45% |
$977K - $1.11M
|
11.3K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.7K- 38.49% |
$1.3M - $1.48M
|
17.1K
$2.68M
|