Latest Institutional Transactions on First Tr Exc Trd Fd Ii Nasdaq (EKG)
This table provides information on the latest institutional transactions involving First Tr Exc Trd Fd Ii Nasdaq (EKG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
123+ 141.38% |
$1.89K - $2.13K
|
210
$3.69K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.22K+ 17.09% |
$80.1K - $90.6K
|
35.8K
$628K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.05K- 5.37% |
$31.5K - $34.5K
|
36.1K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-651- 2.59% |
$9.99K - $10.9K
|
24.5K
$430K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$281K - $374K
|
23.2K
$407K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
332KNew |
$4.02M - $5.35M
|
332K
$5.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20KNew |
$242K - $323K
|
20K
$352K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.6KNew |
$22K - $29.6K
|
1.6K
$28.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
830New |
$13.9K - $15K
|
830
$14.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
741New |
$12.4K - $13.4K
|
741
$13K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1KNew |
$15.9K - $18K
|
1K
$17.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
23.7KNew |
$332K - $403K
|
23.7K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.97KNew |
$126K - $153K
|
8.97K
$158K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
4.71KNew |
$66K - $83.1K
|
4.71K
$82.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.8KNew |
$458K - $727K
|
33.8K
$593K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$21.6K - $34.4K
|
0
$0
|
|