Who owns First Tr Exchange Traded Fd senior ln fd?

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Analyze quarterly positions in First Tr Exchange Traded Fd senior ln with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Tr Exchange Traded Fd senior ln stock

Who bought or sold First Tr Exchange Traded Fd senior ln fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 4.7M $213M 4% Jun 2024
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Bank of America Corporation 1.8M $82M -6% Sep 2024
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Royal Bank of Canada 1.7M $79M -9% Sep 2024
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LPL Financial 1.6M $71M -28% Sep 2024
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Wells Fargo & Company 1.4M $62M 1% Sep 2024
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One Capital Management 997k $46M -27% Sep 2024
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First Trust Advisors 972k $45M 4% Sep 2024
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Raymond James Financial Services Advisors 956k $44M 4% Sep 2024
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Envestnet Asset Management 810k $37M 11% Sep 2024
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Flaharty Asset Management 745k $34M 0% Sep 2024
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Welch & Forbes 623k $29M 1% Sep 2024
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Kovitz Investment Group Partners 583k $27M 12% Sep 2024
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Hikari Tsushin 570k $26M 12% Sep 2024
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Advisor Group Holdings 512k $24M -28% Sep 2024
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Raymond James & Associates 476k $22M -8% Sep 2024
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TL Private Wealth 460k $21M -1% Sep 2024
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Stifel Financial 453k $21M 5% Jun 2024
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Cyndeo Wealth Partners 364k $17M 4% Sep 2024
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International Assets Investment Management 340k $7.4M 3387% Sep 2024
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CWM 339k $16M -12% Sep 2024
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Cambridge Investment Research Advisors 335k $15M 49% Sep 2024
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Cetera Investment Advisers 328k $15M 2% Jun 2024
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Branch Banking & Trust Company 277k $13M 2% Jun 2024
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Renaissance Technologies 241k $11M 75% Sep 2024
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Tower Wealth Partners 234k $11M 1% Sep 2024
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Goss Wealth Management 230k $11M 17% Jun 2024
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Susquehanna International 213k $9.8M 100% Sep 2024
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Jpmorgan Chase & Co 192k $8.8M 238% Sep 2024
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RFG Advisory 179k $8.2M 0% Sep 2024
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Chicago Partners Investment 152k $7.0M 6% Sep 2024
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Nilsine Partners 151k $6.9M 2% Sep 2024
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Commonwealth Equity Services 150k $6.9M -9% Sep 2024
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Lake Street Financial 143k $6.6M 5% Sep 2024
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Capital Investment Counsel 140k $6.4M 593% Sep 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 140k $6.4M 2% Sep 2024
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Brookstone Capital Management 138k $6.3M -17% Sep 2024
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Relative Value Partners 136k $6.2M 100% Jun 2024
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Little Harbor Advisors 133k $6.1M 0% Jun 2024
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Concurrent Investment Advisors 131k $6.0M 9% Sep 2024
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Clear Creek Financial Management 131k $6.0M 13% Sep 2024
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HighTower Advisors 130k $6.0M 26% Jun 2024
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RiverTree Advisors 128k $5.9M 2% Sep 2024
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RPg Family Wealth Advisory 128k $5.9M 7% Sep 2024
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Jane Street 126k $5.8M 25% Sep 2024
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Steward Partners Investment Advisory 125k $5.7M 4% Jun 2024
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Wealth Enhancement Advisory Services 125k $5.7M 32% Jun 2024
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Prospera Financial Services 123k $5.6M -39% Sep 2024
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CacheTech 121k $5.5M 15% Sep 2024
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Adams Wealth Management 121k $5.5M 15% Sep 2024
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Mission Hills Financial Advisory 117k $5.4M 100% Sep 2024
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Midwest Heritage Bank 116k $5.3M -4% Sep 2024
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Asset Allocation & Management Company 112k $5.2M 561% Sep 2024
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Asset Allocation Strategies 107k $4.9M -3% Jun 2024
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Burns Wealth Management 103k $4.7M 4% Sep 2024
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Janney Montgomery Scott 100k $4.6M -22% Sep 2024
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Harvest Investment Services 94k $4.3M 114% Sep 2024
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Sanctuary Advisors 92k $4.3M 100% Jun 2024
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TrueWealth Advisors 92k $4.2M 18% Sep 2024
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Davenport & Co 92k $4.2M 14% Sep 2024
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Mml Investors Services 92k $4.2M -4% Sep 2024
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Financial Enhancement 89k $4.0M 226% Sep 2024
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Nations Financial Group 88k $4.1M 7% Sep 2024
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Trustmark National Bank - Trust Department 85k $3.9M 21% Sep 2024
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Integrity Financial Corp 85k $3.9M 1% Sep 2024
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Pine Valley Investments Ltd Liability 83k $3.8M 504% Jun 2024
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Kestra Advisory Services 83k $3.8M -77% Sep 2024
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H D Vest Advisory Services 82k $3.7M 10% Jun 2024
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Trinity Legacy Partners 79k $3.7M 54% Sep 2024
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Colorado Capital Management 76k $3.5M -2% Sep 2024
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J.w. Cole Advisors 73k $3.4M 1% Sep 2024
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Aspen Investment Management 70k $3.2M -1% Sep 2024
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Rockefeller Capital Management 70k $3.2M 5% Jun 2024
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McNaughton Wealth Management 69k $3.2M 4% Sep 2024
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Blackhawk Capital Partners 69k $3.2M 27% Sep 2024
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SageView Advisory Group 68k $3.1M -4% Sep 2024
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Aurora Private Wealth 68k $3.1M -9% Sep 2024
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Integrated Advisors Network 68k $3.1M -12% Sep 2024
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WBI Investments 67k $3.1M 100% Sep 2024
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Coppell Advisory Solutions 66k $3.0M -13% Sep 2024
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Western Wealth Management 65k $3.0M 258% Sep 2024
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Private Advisor 64k $2.9M -12% Sep 2024
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Kovack Advisors 63k $2.9M -5% Sep 2024
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Oder Investment Management 60k $2.7M 0% Sep 2024
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Legacy Investment Solutions 60k $2.8M 100% Sep 2024
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Legacy Wealth Managment 60k $2.8M 100% Sep 2024
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Twin Peaks Wealth Advisors 60k $2.7M 6% Sep 2024
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Paradigm Financial Partners 59k $2.7M -6% Sep 2024
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Signature Securities Group Corporation 58k $2.6M 6% Sep 2024
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Wagner Wealth Management 58k $2.6M 6% Sep 2024
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Gladstone Institutional Advisory 58k $2.6M 4% Sep 2024
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Prudential 56k $2.6M -3% Jun 2024
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National Asset Management 56k $2.6M 6% Jun 2024
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U.S. Capital Wealth Advisors 56k $2.6M -25% Sep 2024
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Kingsview Wealth Management 55k $2.5M 12% Sep 2024
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Private Advisory 55k $2.5M 3% Sep 2024
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DHK Financial Advisors 54k $2.5M 2% Sep 2024
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Visionary Wealth Advisors 53k $2.4M 1% Sep 2024
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Snowden Capital Advisors 53k $2.4M 32% Sep 2024
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Sowell Financial Services 53k $2.4M -16% Sep 2024
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First Heartland Consultants 51k $2.4M -5% Sep 2024
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Resources Investment Advisors 51k $2.3M -4% Sep 2024
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Atria Wealth Solutions 50k $2.3M -47% Sep 2024
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Brian McDonald 50k $2.3M -8% Sep 2024
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ShoreHaven Wealth Partners 49k $2.2M 168% Sep 2024
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American Financial Advisors 49k $2.2M -10% Sep 2024
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Moloney Securities Asset Management 48k $2.2M 6% Sep 2024
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Accel Wealth Management 47k $2.2M -59% Sep 2024
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Private Portfolio Partners 46k $2.1M 2% Sep 2024
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Ifrah Financial Services 46k $2.1M 2% Sep 2024
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Prosperity Consulting Group 45k $2.0M 100% Sep 2024
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Mariner Wealth Advisors 44k $2.0M -56% Sep 2024
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Harbour Investments 43k $2.0M -9% Sep 2024
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Coastwise Capital Group 43k $2.0M 43% Sep 2024
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CoreCap Advisors 43k $2.0M 17% Sep 2024
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Key Client Fiduciary Advisors 42k $1.9M 1% Sep 2024
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Murphy, Middleton, Hinkle & Parker 42k $1.9M 1% Sep 2024
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Park Avenue Securities 42k $1.9M 5% Sep 2024
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Oppenheimer & Co 40k $1.9M 8% Sep 2024
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PCG Wealth Advisors 40k $1.8M 5% Sep 2024
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Old Mission Capital 39k $1.8M 100% Jun 2024
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Arete Wealth Advisors 37k $1.7M 111% Sep 2024
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Clear Point Advisors 36k $1.7M -2% Sep 2024
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Legacy Capital Wealth Partners 35k $1.6M -7% Sep 2024
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Proequities 35k $1.6B -6% Sep 2024
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Flow Traders US 33k $1.5M 3% Sep 2024
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Fullcircle Wealth 32k $1.5M -38% Sep 2024
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Capital Investment Advisory Services 32k $1.5M -3% Sep 2024
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Dynamic Advisors Solutions 32k $1.4M 9% Sep 2024
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Investors Research Corp 31k $1.4M 0% Sep 2024
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D.A. Davidson & Co. 31k $1.4M 13% Jun 2024
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Endowment Wealth Management 30k $1.4M -23% Sep 2024
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NewEdge Wealth 29k $1.3M -1% Sep 2024
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Ameritas Advisory Services 28k $1.3M -2% Sep 2024
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Captrust Financial Advisors 28k $1.3M 4% Sep 2024
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Mutual Advisors 27k $1.2M -43% Sep 2024
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Citadel Advisors 26k $1.2M 100% Sep 2024
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Envestnet Portfolio Solutions 25k $1.1M -49% Sep 2024
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Tcfg Wealth Management 24k $1.1M 100% Sep 2024
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ValMark Advisers 23k $1.0M 4% Sep 2024
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Advisory Services Network 23k $1.0M 0% Sep 2024
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WealthCare Investment Partners 23k $1.0M -8% Sep 2024
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TAP Consulting 23k $1.0M 3% Sep 2024
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Quad-Cities Investment Group 22k $988k -2% Sep 2024
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My Legacy Advisors 20k $924k -20% Sep 2024
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Wealthfront Advisers 20k $904k 100% Sep 2024
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Beacon Financial 20k $898k -6% Sep 2024
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Geneos Wealth Management 19k $884k -10% Jun 2024
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Northwestern Mutual Wealth Management Company 19k $880k -4% Sep 2024
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L & S Advisors 19k $865k 0% Sep 2024
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Moors & Cabot 19k $861k 4% Sep 2024
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Hilltop Holdings 19k $851k 213% Sep 2024
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Schonfeld Strategic Advisors 18k $807k -47% Sep 2024
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Intl Fcstone 18k $807k -53% Sep 2024
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Clarity Financial 16k $751k -17% Sep 2024
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Silver Oak Securities 14k $652k -58% Sep 2024
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Apollon Wealth Management 12k $533k -76% Sep 2024
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ICA Group Wealth Management 12k $527k -65% Jun 2024
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Financial Advocates Investment Management 10k $477k -74% Sep 2024
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Milestone Asset Management 10k $464k -82% Sep 2024
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Presidio Capital Management 6.6k $303k -96% Sep 2024
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Lokken Investment Group 5.7k $261k -95% Sep 2024
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Saxon Interests 4.4k $201k -91% Sep 2024
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Assetmark 1.7k $80k -91% Sep 2024
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Who sold out of First Tr Exchange Traded Fd senior ln?

Fund or Company Name Date Sold Shares Held Valued At
Cherry Creek Investment Advisors Jun 2024 182k $8.3M
Friedenthal Financial Jun 2024 94k $4.3M
EWG Elevate Jun 2024 43k $2.0M
OneAscent Financial Services Jun 2024 30k $1.4M
Hilton Capital Management Jun 2024 25k $1.1M
WESPAC Advisors Jun 2024 22k $985k
Iams Wealth Management Jun 2024 21k $953k