Purchases and Sales Made in Q1 2024 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
552K+ 783.73% |
$13.1M - $14.1M
|
622K
$17.8M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
253K+ 6565.07% |
$5.98M - $6.44M
|
256K
$7.34M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
218KNew |
$5.15M - $5.55M
|
218K
$6.23M
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
83.3K+ 78.9% |
$1.97M - $2.13M
|
189K
$5.41M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.5KNew |
$627K - $676K
|
26.5K
$759K
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
26.2K+ 85.65% |
$619K - $668K
|
56.7K
$1.62M
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
21.8KNew |
$517K - $557K
|
21.8K
$625K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.1KNew |
$358K - $386K
|
15.1K
$434K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$316K - $340K
|
13.3K
$382K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$286K - $308K
|
12.1K
$346K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$244K - $263K
|
10.3K
$296K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.66KNew |
$229K - $246K
|
9.66K
$277K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.92K+ 100.38% |
$211K - $227K
|
17.8K
$510K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$229K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$229K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.58K+ 1.54% |
$84.8K - $91.4K
|
236K
$6.75M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.22KNew |
$76.2K - $82.1K
|
3.22K
$92.2K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28K+ 1.51% |
$30.3K - $32.6K
|
85.9K
$2.46M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.2KNew |
$28.4K - $30.6K
|
1.2K
$34.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
818+ 0.35% |
$19.4K - $20.9K
|
234K
$6.69M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47+ 6.9% |
$1.11K - $1.2K
|
728
$20.8K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2+ 0.63% |
$47.3 - $51
|
317
$9.08K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-100- 16.05% |
$2.37K - $2.55K
|
523
$15K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-155- 0.68% |
$3.67K - $3.95K
|
22.8K
$652K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-162- 0.67% |
$3.83K - $4.13K
|
24.1K
$690K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 0.97% |
$4.85K - $5.23K
|
20.9K
$598K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-210- 1.62% |
$4.97K - $5.36K
|
12.8K
$366K
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-252- 0.1% |
$5.96K - $6.43K
|
253K
$7.23M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 17.39% |
$9.47K - $10.2K
|
1.9K
$54.4K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-450- 1.95% |
$10.7K - $11.5K
|
22.6K
$648K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-612- 1.33% |
$14.5K - $15.6K
|
45.3K
$1.3M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-615- 5.35% |
$14.6K - $15.7K
|
10.9K
$311K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-658- 6.43% |
$15.6K - $16.8K
|
9.58K
$274K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.13K- 5.76% |
$26.7K - $28.8K
|
18.5K
$529K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 2.61% |
$33.1K - $35.7K
|
52.3K
$1.5M
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.71K- 1.45% |
$40.5K - $43.7K
|
116K
$3.33M
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.2K- 14.44% |
$52.2K - $56.2K
|
13.1K
$374K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.68K- 4.12% |
$87K - $93.8K
|
85.6K
$2.45M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 31.71% |
$106K - $114K
|
9.66K
$277K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.6K- 31.94% |
$109K - $117K
|
9.8K
$281K
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.66K- 25.45% |
$110K - $119K
|
13.6K
$391K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.06K- 51.96% |
$120K - $129K
|
4.68K
$134K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.39K- 22.91% |
$128K - $137K
|
18.1K
$519K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.74K- 3.09% |
$136K - $146K
|
180K
$5.15M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.98K- 37.58% |
$141K - $152K
|
9.93K
$284K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.2K- 36.59% |
$170K - $184K
|
12.5K
$357K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.9K- 40.91% |
$187K - $201K
|
11.4K
$327K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.5K- 8.26% |
$297K - $320K
|
139K
$3.99M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 4.83% |
$498K - $537K
|
415K
$11.9M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.1K- 24.15% |
$498K - $537K
|
66.1K
$1.89M
|