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
Bank of America Corporation 3.4M $156M 62% Dec 2023
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Royal Bank of Canada 2.1M $98M -16% Dec 2023
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Jane Street 1.4M $65M 8535% Dec 2023
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UBS Group 1.4M $63M 2% Dec 2023
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Wells Fargo & Company 1.2M $56M -17% Dec 2023
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Wagner Wealth Management 1.1M $51M 16% Dec 2023
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One Capital Management 1.1M $51M 12% Dec 2023
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Raymond James Financial Services Advisors 921k $42M 28% Dec 2023
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Flaharty Asset Management 783k $36M 0% Dec 2023
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Advisor Group Holdings 710k $33M -23% Dec 2023
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Welch & Forbes 564k $26M -2% Dec 2023
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Raymond James & Associates 483k $22M -17% Dec 2023
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Global Assets Advisory 476k $10M 4518% Mar 2024
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TL Private Wealth 464k $22M 5% Mar 2024
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Telemus Capital 450k $21M 4% Dec 2023
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Virtue Capital Management 403k $19M 13% Dec 2023
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Stifel Financial 381k $18M -16% Dec 2023
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Kestra Advisory Services 348k $16M 3% Dec 2023
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CWM 344k $16M 20% Mar 2024
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Cyndeo Wealth Partners 331k $15M -1% Dec 2023
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Commonwealth Equity Services 293k $14M -9% Dec 2023
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Cambridge Investment Research Advisors 241k $11M -22% Dec 2023
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Branch Banking & Trust Company 236k $11M 21% Dec 2023
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Hikari Tsushin 207k $9.5M 100% Dec 2023
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Tower Wealth Partners 192k $8.8M 100% Dec 2023
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Cherry Creek Investment Advisors 178k $8.2M 7% Dec 2023
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RFG Advisory 166k $7.7M 8% Mar 2024
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Presidio Capital Management 156k $7.2M 10% Dec 2023
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Janney Montgomery Scott 154k $7.1M -10% Dec 2023
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Axxcess Wealth Management 153k $7.0M 9% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 146k $6.7M -1% Dec 2023
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Nilsine Partners 142k $6.5M 2% Dec 2023
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Sowell Financial Services 133k $6.1M 2% Dec 2023
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Prospera Financial Services 129k $6.0M 108% Dec 2023
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Chicago Partners Investment 129k $5.9M 9% Dec 2023
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RiverTree Advisors 127k $5.9M 0% Mar 2024
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Lake Street Financial 127k $5.8M -3% Dec 2023
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Coppell Advisory Solutions 126k $5.8M 1367% Dec 2023
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Accel Wealth Management 122k $5.6M -1% Dec 2023
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Baird Financial 119k $5.5M -1% Dec 2023
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RPg Family Wealth Advisory 118k $5.4M -6% Dec 2023
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HighTower Advisors 107k $4.9M -19% Dec 2023
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Steward Partners Investment Advisory 104k $4.8M 4% Dec 2023
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Private Advisor 100k $4.6M 1% Dec 2023
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Midwest Heritage Bank 98k $4.5M -2% Dec 2023
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Wealth Enhancement Advisory Services 95k $4.4M 0% Mar 2024
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Mariner Wealth Advisors 91k $4.2M 46% Dec 2023
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Aspen Investment Management 88k $4.1M -8% Dec 2023
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Cottonwood Capital Advisors 86k $4.0M 8% Dec 2023
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J.w. Cole Advisors 83k $3.8M 0% Dec 2023
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U.S. Capital Wealth Advisors 83k $3.8M 33% Dec 2023
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Adams Wealth Management 83k $3.8M 26% Dec 2023
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Gladstone Institutional Advisory 81k $3.7M 35% Dec 2023
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Harbour Investments 81k $3.7M -38% Dec 2023
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Geneos Wealth Management 78k $3.6M -26% Dec 2023
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Integrated Advisors Network 77k $3.6M -19% Dec 2023
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SageView Advisory Group 77k $3.5M -1% Dec 2023
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H D Vest Advisory Services 76k $3.5M 55% Dec 2023
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Colorado Capital Management 75k $3.5M -10% Mar 2024
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Integrity Financial Corp 71k $3.3M -2% Dec 2023
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Nations Financial Group 69k $3.2M 4% Dec 2023
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Rockefeller Capital Management 68k $3.1M -8% Dec 2023
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Paradigm Financial Partners 65k $3.0M -2% Dec 2023
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Aurora Private Wealth 64k $3.0M 20% Dec 2023
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American Financial Advisors 63k $2.9M -21% Dec 2023
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Philip James Wealth Mangement 63k $2.9M 100% Dec 2023
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AE Wealth Management 63k $2.9M 20% Dec 2023
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McNaughton Wealth Management 62k $2.8M 5% Mar 2024
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Clear Creek Financial Management 61k $2.8M 10% Dec 2023
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Davenport & Co 59k $2.7M 26% Dec 2023
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Apollon Wealth Management 58k $2.7M 15% Dec 2023
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Oder Investment Management 57k $2.6M 3% Dec 2023
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Kovack Advisors 57k $2.6M 0% Dec 2023
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Financial Enhancement 56k $2.6M -17% Mar 2024
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First Heartland Consultants 54k $2.5M -3% Dec 2023
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Western Wealth Management 54k $2.5M 9% Dec 2023
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Blackhawk Capital Partners 53k $2.4M 0% Dec 2023
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Twin Peaks Wealth Advisors 53k $2.4M 100% Dec 2023
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Trinity Legacy Partners 52k $2.4M 105% Dec 2023
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Concurrent Investment Advisors 52k $2.4M 100% Dec 2023
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Fiduciary Trust Company 51k $2.4M 100% Dec 2023
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DHK Financial Advisors 51k $2.4M 2% Dec 2023
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National Asset Management 51k $2.3M -4% Dec 2023
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Signature Securities Group Corporation 51k $2.3M -18% Mar 2024
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Kingsview Wealth Management 49k $2.3M -25% Dec 2023
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Atria Wealth Solutions 49k $2.2M 10% Dec 2023
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Saxon Interests 48k $2.2M 100% Dec 2023
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Creekmur Asset Management 45k $2.1M 100% Dec 2023
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Mutual Advisors 44k $2.0M -37% Dec 2023
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Private Portfolio Partners 44k $2.0M 5% Dec 2023
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Capital Wealth Management 43k $2.0M -8% Dec 2023
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Ifrah Financial Services 42k $1.9M -3% Dec 2023
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EWG Elevate 42k $1.9M 5% Mar 2024
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Murphy, Middleton, Hinkle & Parker 42k $1.9M -7% Mar 2024
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Captrust Financial Advisors 38k $1.8M 10% Dec 2023
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ICA Group Wealth Management 38k $1.7M -9% Dec 2023
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Park Avenue Securities 37k $1.7M 23% Mar 2024
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Harvest Investment Services 37k $1.7M 37% Dec 2023
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Silver Oak Securities 37k $1.7M 363% Dec 2023
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Strategic Financial 37k $1.7M 10% Dec 2023
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Proequities 36k $1.7B 1% Dec 2023
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Miracle Mile Advisors 36k $1.6M -36% Dec 2023
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Jpmorgan Chase & Co 35k $1.6M 3971% Dec 2023
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Schonfeld Strategic Advisors 34k $1.6M 100% Dec 2023
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PCG Wealth Advisors 34k $1.5M 6% Dec 2023
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Moloney Securities Asset Management 33k $1.5M 9% Dec 2023
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Endowment Wealth Management 33k $1.5M 9% Dec 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33k $1.5M 11% Dec 2023
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Investors Research Corp 32k $1.5M 0% Dec 2023
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WESPAC Advisors 32k $1.5M 4% Dec 2023
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Bank Of Montreal 30k $1.4M 20% Dec 2023
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Dynamic Advisors Solutions 30k $1.4M -8% Mar 2024
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NewEdge Wealth 30k $1.4M -8% Dec 2023
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Capital Investment Advisory Services 29k $1.3M -5% Dec 2023
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Flow Traders US 28k $1.3M 152% Dec 2023
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Mattern Wealth Management 27k $1.3M 2% Dec 2023
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Citadel Advisors 27k $1.3M 199% Dec 2023
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United Capital Financial Advisers 27k $1.2M -68% Dec 2023
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Quad-Cities Investment Group 26k $1.2M -11% Mar 2024
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My Legacy Advisors 26k $1.2M -3% Dec 2023
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Beacon Financial 25k $1.1M -88% Dec 2023
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RVW Wealth 25k $1.1M -14% Mar 2024
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Coastwise Capital Group 24k $1.1M 25% Dec 2023
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Creative Financial Designs 24k $1.1M -27% Dec 2023
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WealthCare Investment Partners 24k $1.1M -6% Mar 2024
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D.A. Davidson & Co. 24k $1.1M -2% Dec 2023
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Snowden Capital Advisors 23k $1.1M -53% Dec 2023
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Atria Investments 22k $1.0M -55% Dec 2023
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Key Client Fiduciary Advisors 22k $1.0M 6% Mar 2024
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Ameritas Advisory Services 22k $1.0M -28% Dec 2023
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Retirement Group 22k $998k 1% Dec 2023
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Americana Partners 21k $968k 0% Dec 2023
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Lincoln National 20k $909k -47% Dec 2023
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Clarity Financial 20k $906k 0% Mar 2024
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Kestra Private Wealth Services 20k $901k -26% Dec 2023
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Intl Fcstone 19k $890k -12% Dec 2023
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Coastal Investment Advisors 19k $881k -45% Dec 2023
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Financial Partners Group 19k $851k -88% Dec 2023
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Kmg Fiduciary Partners 18k $851k 0% Mar 2024
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Pine Valley Investments Ltd Liability 18k $822k -4% Dec 2023
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Arete Wealth Advisors 18k $820k 100% Dec 2023
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Koshinski Asset Management 17k $784k 65% Dec 2023
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Asset Allocation & Management Company 17k $786k 0% Mar 2024
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Anfield Capital Management 17k $782k -79% Dec 2023
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ValMark Advisers 17k $773k 0% Dec 2023
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Meridian Wealth Management 17k $773k 100% Dec 2023
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Morris Retirement Advisors 16k $749k 90% Dec 2023
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Northwest Wealth Management 15k $691k 0% Dec 2023
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Advisory Services Network 15k $677k 0% Dec 2023
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Walkner Condon Financial Advisors 15k $669k -26% Dec 2023
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TrueWealth Advisors 14k $665k -35% Dec 2023
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Moors & Cabot 14k $664k -24% Dec 2023
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Glass Jacobson Investment Advisors 14k $630k -10% Dec 2023
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Fortress Wealth Group 13k $577k -18% Dec 2023
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Stratos Wealth Partners 12k $570k -22% Dec 2023
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Sigma Planning 9.4k $434k -47% Dec 2023
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AlphaStar Capital Management 6.8k $548k -64% Dec 2023
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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
Wright Fund Managment Sep 2023 250k $11M
Synergy Financial Management Sep 2023 217k $9.9M
Friedenthal Financial Sep 2023 88k $4.0M
Foundations Investment Advisors Sep 2023 59k $2.7M