Purchases and Sales Made in Q2 2024 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
318K+ 176.95% |
$7.81M - $8.45M
|
498K
$14.3M
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
314KNew |
$7.7M - $8.34M
|
314K
$8.99M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
187K+ 29.84% |
$4.6M - $4.98M
|
816K
$23.4M
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
150KNew |
$3.68M - $3.98M
|
150K
$4.29M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
132KNew |
$3.23M - $3.5M
|
132K
$3.77M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
70.2KNew |
$1.72M - $1.86M
|
70.2K
$2.01M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
70.1KNew |
$1.72M - $1.86M
|
70.1K
$2.01M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39K+ 16.54% |
$957K - $1.04M
|
275K
$7.87M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.4KNew |
$894K - $967K
|
36.4K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
35.2KNew |
$863K - $934K
|
35.2K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
31K+ 54.72% |
$761K - $824K
|
87.8K
$2.51M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 238.42% |
$730K - $790K
|
42.2K
$1.21M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.2KNew |
$693K - $750K
|
28.2K
$808K
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.5KNew |
$650K - $704K
|
26.5K
$759K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.4KNew |
$624K - $675K
|
25.4K
$728K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 179.27% |
$562K - $608K
|
35.7K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 10.25% |
$466K - $505K
|
204K
$5.85M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 14.14% |
$459K - $496K
|
151K
$4.32M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.1KNew |
$395K - $427K
|
16.1K
$461K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 121.18% |
$339K - $367K
|
25.2K
$722K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.6KNew |
$333K - $361K
|
13.6K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.5KNew |
$332K - $359K
|
13.5K
$387K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13.1KNew |
$320K - $347K
|
13.1K
$374K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12KNew |
$294K - $319K
|
12K
$344K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 108.09% |
$274K - $296K
|
21.5K
$615K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7KNew |
$264K - $285K
|
10.7K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.07KNew |
$223K - $241K
|
9.07K
$260K
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8.37KNew |
$205K - $222K
|
8.37K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.59KNew |
$186K - $201K
|
7.59K
$217K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.67K+ 69.65% |
$164K - $177K
|
16.2K
$465K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.5KNew |
$159K - $173K
|
6.5K
$186K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.82K+ 31.85% |
$118K - $128K
|
20K
$572K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.47K+ 41.06% |
$110K - $119K
|
15.3K
$439K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
4.36KNew |
$107K - $116K
|
4.36K
$125K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.01KNew |
$98.4K - $107K
|
4.01K
$115K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.56K+ 1.84% |
$62.8K - $68K
|
142K
$4.06M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 1.69% |
$48.8K - $52.8K
|
120K
$3.42M
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.63K+ 13.49% |
$40.1K - $43.4K
|
13.7K
$393K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.35K+ 22.93% |
$33K - $35.7K
|
7.22K
$207K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 5.45% |
$28.2K - $30.5K
|
22.3K
$637K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 4.61% |
$24.6K - $26.7K
|
22.8K
$652K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
916+ 14.89% |
$22.5K - $24.3K
|
7.07K
$202K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
681New |
$16.7K - $18.1K
|
681
$19.5K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415New |
$10.2K - $11K
|
415
$11.9K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
205+ 0.98% |
$5.03K - $5.44K
|
21.1K
$604K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76New |
$1.86K - $2.02K
|
76
$2.18K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 19.24% |
$1.5K - $1.62K
|
378
$10.8K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.92% |
$1.05K - $1.14K
|
4.63K
$133K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-46- 14.51% |
$1.13K - $1.22K
|
271
$7.76K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-80- 0.43% |
$1.96K - $2.12K
|
18.4K
$527K
|