Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-520- 30.68% |
$50.1K - $59.8K
|
1.18K
$185K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-568- 20.16% |
$54.7K - $65.3K
|
2.25K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-602- 8.99% |
$58K - $69.3K
|
6.09K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-621- 91.06% |
$59.8K - $71.4K
|
61
$9.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-701- 0.57% |
$67.5K - $80.6K
|
123K
$19.2M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-706- 6.12% |
$68K - $81.2K
|
10.8K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-792- 8.04% |
$76.2K - $91.1K
|
9.06K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-854- 12.87% |
$82.2K - $98.2K
|
5.78K
$908K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-900- 7.83% |
$86.6K - $104K
|
10.6K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-970- 13.92% |
$93.4K - $112K
|
6K
$942K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-991- 25.77% |
$95.4K - $114K
|
2.86K
$448K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1K- 94.89% |
$96.6K - $115K
|
54
$8.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 10.19% |
$99.9K - $119K
|
9.15K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 9.19% |
$134K - $160K
|
13.8K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 3.43% |
$173K - $206K
|
50.5K
$7.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.8K- 38.88% |
$173K - $207K
|
2.83K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.83K- 24.41% |
$176K - $210K
|
5.65K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 21.38% |
$205K - $245K
|
7.85K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.37K- 1.83% |
$228K - $273K
|
127K
$19.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.52K- 2.03% |
$243K - $290K
|
121K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.61K- 28.98% |
$251K - $300K
|
6.4K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.62K- 51.2% |
$252K - $301K
|
2.5K
$392K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.63K- 8.14% |
$253K - $302K
|
29.7K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.63K- 8.14% |
$253K - $302K
|
29.7K
$4.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 44.62% |
$303K - $362K
|
3.91K
$613K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.35K- 62.22% |
$322K - $385K
|
2.03K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.44K- 35.54% |
$331K - $396K
|
6.24K
$979K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.73K- 6.43% |
$359K - $429K
|
54.3K
$8.53M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.93K- 4.44% |
$571K - $682K
|
128K
$20M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.18K- 4.43% |
$787K - $941K
|
177K
$27.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.37K- 33.49% |
$902K - $1.08M
|
18.6K
$2.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.39K- 2.17% |
$904K - $1.08M
|
423K
$66.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.2K- 24.61% |
$1.08M - $1.28M
|
34.2K
$5.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-12.4K- 12.87% |
$1.2M - $1.43M
|
84.2K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 24.01% |
$1.22M - $1.46M
|
40.1K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 39.4% |
$1.4M - $1.67M
|
22.3K
$3.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 8.2% |
$1.84M - $2.2M
|
214K
$33.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.7K- 81.17% |
$1.9M - $2.27M
|
4.57K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.7K- 16.42% |
$1.9M - $2.27M
|
100K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.5K- 20.06% |
$3.23M - $3.86M
|
134K
$21M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.4K- 4.6% |
$3.31M - $3.95M
|
712K
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.6K- 19.84% |
$4.1M - $4.9M
|
172K
$27M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-63.8KClosed |
$6.14M - $7.34M
|
0
$0
|