Purchases and Sales Made in Q3 2023 in First Tr ETF (QJUN)
This table provides information about the institutional ownership of First Tr ETF (QJUN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
980K+ 169.37% |
$21.3M - $22.4M
|
1.56M
$44.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
560K+ 3733.06% |
$12.2M - $12.8M
|
574K
$16.4M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
434KNew |
$9.43M - $9.92M
|
434K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373K+ 143.27% |
$8.1M - $8.52M
|
633K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
351K+ 1752.26% |
$7.61M - $8.01M
|
371K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 164.76% |
$4.97M - $5.22M
|
368K
$10.5M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
187K+ 20.3% |
$4.07M - $4.28M
|
1.11M
$31.8M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187K+ 325.81% |
$4.06M - $4.27M
|
244K
$7M
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
172KNew |
$3.73M - $3.92M
|
172K
$4.92M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 483.57% |
$3.4M - $3.58M
|
189K
$5.41M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
132K+ 187.64% |
$2.86M - $3.01M
|
202K
$5.78M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
130K+ 172.21% |
$2.81M - $2.96M
|
205K
$5.86M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 44.27% |
$2.35M - $2.47M
|
353K
$10.1M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
99.7K+ 696.82% |
$2.17M - $2.28M
|
114K
$3.26M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
91.3KNew |
$1.98M - $2.09M
|
91.3K
$2.61M
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
84.2K+ 184.02% |
$1.83M - $1.92M
|
130K
$3.72M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.4KNew |
$1.81M - $1.9M
|
83.4K
$2.39M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.1K+ 26.97% |
$1.35M - $1.42M
|
293K
$8.38M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51.4KNew |
$1.12M - $1.17M
|
51.4K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.2KNew |
$1.11M - $1.17M
|
51.2K
$1.47M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.6K+ 1897.8% |
$730K - $768K
|
35.4K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4KNew |
$596K - $627K
|
27.4K
$785K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.2K+ 36.61% |
$526K - $554K
|
90.4K
$2.59M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.6K+ 209.27% |
$491K - $516K
|
33.4K
$956K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
20.6K+ 13.71% |
$447K - $470K
|
171K
$4.89M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$432K - $454K
|
19.9K
$569K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
19.6KNew |
$426K - $448K
|
19.6K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.5K+ 2942.6% |
$423K - $445K
|
20.1K
$577K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1KNew |
$416K - $437K
|
19.1K
$548K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19.1K+ 29.46% |
$415K - $436K
|
84K
$2.4M
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
17.5KNew |
$381K - $400K
|
17.5K
$502K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
16.5K+ 22.54% |
$359K - $378K
|
89.9K
$2.57M
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
15.8KNew |
$343K - $361K
|
15.8K
$452K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 26.64% |
$271K - $285K
|
59.2K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.7K+ 127.97% |
$255K - $268K
|
20.9K
$598K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11.5KNew |
$250K - $263K
|
11.5K
$329K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 5.92% |
$249K - $262K
|
205K
$5.87M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.5K+ 43.73% |
$249K - $262K
|
37.7K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.9K+ 111.45% |
$237K - $249K
|
20.7K
$593K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.8KNew |
$213K - $224K
|
9.8K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.46KNew |
$205K - $216K
|
9.46K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.76K+ 67.65% |
$190K - $200K
|
21.7K
$621K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 59.85% |
$172K - $180K
|
21.1K
$604K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.71K+ 1.33% |
$146K - $153K
|
510K
$14.6M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.37K+ 15.14% |
$138K - $146K
|
48.4K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.87KNew |
$127K - $134K
|
5.87K
$168K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.15K+ 49.86% |
$112K - $118K
|
15.5K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.28K+ 9.4% |
$92.9K - $97.7K
|
49.7K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.57K+ 19.59% |
$77.4K - $81.4K
|
21.8K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.32KNew |
$72.1K - $75.8K
|
3.32K
$95K
|