Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.5KNew |
$4.7M - $5.46M
|
34.5K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.55KNew |
$1.03M - $1.19M
|
7.55K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$965K - $1.12M
|
7.09K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.58KNew |
$897K - $1.04M
|
6.58K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.51KNew |
$751K - $872K
|
5.51K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8K+ 52.61% |
$245K - $284K
|
5.21K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 24.47% |
$237K - $276K
|
8.87K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.43KNew |
$195K - $226K
|
1.43K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42KNew |
$193K - $225K
|
1.42K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 4.14% |
$186K - $216K
|
34.4K
$5.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 50.36% |
$161K - $188K
|
3.54K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
783+ 14.01% |
$107K - $124K
|
6.37K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725+ 100.83% |
$98.7K - $115K
|
1.44K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
661New |
$90K - $105K
|
661
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
399+ 25.4% |
$54.3K - $63.1K
|
1.97K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
251+ 2.77% |
$34.2K - $39.7K
|
9.31K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
243+ 3.41% |
$33.1K - $38.5K
|
7.36K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
190+ 0.17% |
$25.9K - $30.1K
|
113K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
143New |
$19.5K - $22.6K
|
143
$22.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
128+ 2.98% |
$17.4K - $20.3K
|
4.43K
$695K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 4.49% |
$16.3K - $19K
|
2.8K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
112+ 0.69% |
$15.3K - $17.7K
|
16.4K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68New |
$9.26K - $10.8K
|
68
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
59+ 0.88% |
$8.03K - $9.34K
|
6.73K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$6.81K - $7.91K
|
50
$7.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42New |
$5.72K - $6.65K
|
42
$6.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
22+ 0.5% |
$3K - $3.48K
|
4.46K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$1.77K - $2.06K
|
2.18K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2+ 8.7% |
$272 - $317
|
25
$3.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.37% |
$136 - $158
|
74
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $158
|
2.15K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 8.73% |
$2.72K - $3.17K
|
209
$32.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 27.17% |
$3.4K - $3.96K
|
67
$10.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 1.15% |
$5.31K - $6.17K
|
3.36K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.85% |
$5.45K - $6.33K
|
4.69K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45- 2.99% |
$6.13K - $7.12K
|
1.46K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 4.49% |
$6.81K - $7.91K
|
1.06K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 2.5% |
$6.81K - $7.91K
|
1.95K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$873K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 14.53% |
$12.7K - $14.7K
|
547
$85.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.01% |
$13.6K - $15.8K
|
2.39K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-105- 4.9% |
$14.3K - $16.6K
|
2.04K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 7.76% |
$15.3K - $17.7K
|
1.33K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-116- 1.6% |
$15.8K - $18.4K
|
7.12K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-255- 1.5% |
$34.7K - $40.4K
|
16.7K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 1.8% |
$37.4K - $43.5K
|
15K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-370- 4.11% |
$50.4K - $58.6K
|
8.64K
$1.36M
|