Purchases and Sales Made in Q2 2023 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
882KNew |
$17.6M - $19.6M
|
882K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732K+ 382.31% |
$14.6M - $16.3M
|
923K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447K+ 792.88% |
$8.93M - $9.95M
|
504K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
382K+ 194.33% |
$7.63M - $8.5M
|
579K
$16.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
377KNew |
$7.52M - $8.38M
|
377K
$10.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
213K+ 683.19% |
$4.26M - $4.75M
|
245K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
194KNew |
$3.87M - $4.31M
|
194K
$5.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
139KNew |
$2.77M - $3.09M
|
139K
$3.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
134K+ 852.74% |
$2.68M - $2.99M
|
150K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.4K+ 68.16% |
$1.87M - $2.08M
|
230K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
73.3KNew |
$1.46M - $1.63M
|
73.3K
$2.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
66.2KNew |
$1.32M - $1.47M
|
66.2K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
64.9KNew |
$1.3M - $1.44M
|
64.9K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.8KNew |
$934K - $1.04M
|
46.8K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.5KNew |
$908K - $1.01M
|
45.5K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42.1KNew |
$840K - $936K
|
42.1K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.6K+ 124.07% |
$832K - $927K
|
75.2K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
35.4KNew |
$707K - $788K
|
35.4K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
32.7K+ 128.12% |
$652K - $727K
|
58.1K
$1.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.4KNew |
$647K - $721K
|
32.4K
$927K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.2KNew |
$523K - $583K
|
26.2K
$750K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25.3KNew |
$506K - $564K
|
25.3K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.7K+ 75.7% |
$494K - $550K
|
57.4K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.3KNew |
$386K - $430K
|
19.3K
$554K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
14.3KNew |
$286K - $318K
|
14.3K
$410K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
14.2KNew |
$283K - $316K
|
14.2K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$264K - $294K
|
13.2K
$378K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13KNew |
$260K - $290K
|
13K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$258K - $288K
|
12.9K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.7KNew |
$253K - $282K
|
12.7K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8KNew |
$216K - $240K
|
10.8K
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.6KNew |
$211K - $235K
|
10.6K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.19K+ 85.0% |
$184K - $204K
|
20K
$573K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.17KNew |
$183K - $204K
|
9.17K
$262K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.03KNew |
$180K - $201K
|
9.03K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
9KNew |
$180K - $200K
|
9K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.78K+ 4.86% |
$155K - $173K
|
168K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69KNew |
$53.7K - $59.9K
|
2.69K
$77K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$40K - $44.6K
|
2K
$57.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77KNew |
$35.4K - $39.4K
|
1.77K
$50.7K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$24K - $26.7K
|
1.2K
$34.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
410+ 2.81% |
$8.19K - $9.12K
|
15K
$429K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
363New |
$7.25K - $8.08K
|
363
$10.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-245- 2.32% |
$4.89K - $5.45K
|
10.3K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 2.74% |
$5.99K - $6.68K
|
10.6K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1K- 2.96% |
$20K - $22.3K
|
32.7K
$937K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.92K- 0.73% |
$38.3K - $42.7K
|
260K
$7.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.89K- 2.37% |
$57.7K - $64.3K
|
119K
$3.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.97K- 37.86% |
$119K - $133K
|
9.8K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.62K- 45.7% |
$192K - $214K
|
11.4K
$327K
|