Latest Institutional Transactions on First Tr Exchange Traded Fd (FCG)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FCG) 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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
409KNew |
$9.16M - $11.1M
|
409K
$9.56M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
7.34K+ 42.72% |
$164K - $199K
|
24.5K
$573K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$22.4 - $27.1
|
1
$23.4
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-500- 50.0% |
$11.2K - $13.5K
|
500
$11.7K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-84- 0.57% |
$1.88K - $2.28K
|
14.5K
$339K
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.2K+ 12.03% |
$26.9K - $32.5K
|
11.2K
$261K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
205New |
$4.71K - $5.43K
|
205
$4.79K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-300- 3.31% |
$6.89K - $7.94K
|
8.76K
$205K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.8K+ 21.69% |
$41.4K - $47.7K
|
10.1K
$236K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 9.29% |
$5.29K - $6.09K
|
2.71K
$63.2K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.52% |
$46 - $53
|
389
$9.09K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.35K- 91.33% |
$31K - $35.7K
|
128
$2.99K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
250New |
$5.75K - $6.62K
|
250
$5.84K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.26KNew |
$98K - $113K
|
4.26K
$99.6K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.1KNew |
$255K - $294K
|
11.1K
$259K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$1.15K - $1.32K
|
50
$1.17K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
352New |
$8.09K - $9.32K
|
352
$8.22K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.41KNew |
$216K - $249K
|
9.41K
$220K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
13.3KNew |
$307K - $363K
|
13.3K
$311K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$1.15K - $1.36K
|
50
$1.17K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$1.15K - $1.36K
|
50
$1.17K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.8K- 99.99% |
$387K - $457K
|
1
$23.4
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-829- 8.68% |
$19.1K - $22.6K
|
8.72K
$204K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 32.49% |
$4.13K - $4.88K
|
372
$8.69K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.86K+ 9.4% |
$42.9K - $50.7K
|
21.7K
$506K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
463New |
$10.7K - $12.6K
|
463
$10.8K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.07KNew |
$24.6K - $29.1K
|
1.07K
$24.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
522K+ 132.39% |
$12M - $14.2M
|
917K
$21.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.41K+ 6.21% |
$217K - $256K
|
161K
$3.76M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.21K- 20.26% |
$51K - $60.2K
|
8.7K
$203K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.5K- 43.61% |
$401K - $440K
|
20.1K
$469K
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
22.3KNew |
$575K - $632K
|
22.3K
$521K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22K- 73.89% |
$568K - $625K
|
7.79K
$182K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.3K+ 1364.29% |
$163K - $179K
|
6.77K
$158K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.35K- 46.48% |
$190K - $208K
|
8.47K
$198K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.28KNew |
$213K - $235K
|
8.28K
$193K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.2KNew |
$211K - $232K
|
8.2K
$192K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.71K+ 14.76% |
$44K - $48.3K
|
13.3K
$310K
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
20.2KNew |
$521K - $572K
|
20.2K
$472K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-98.5K- 99.94% |
$2.54M - $2.79M
|
60
$1.4K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$2.58K - $2.83K
|
100
$2.34K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.29K- 48.4% |
$240K - $263K
|
9.91K
$231K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4K+ 27.93% |
$103K - $113K
|
18.3K
$428K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
60New |
$1.55K - $1.7K
|
60
$1.4K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
103+ 20.0% |
$2.66K - $2.92K
|
618
$14.4K
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
14.6K+ 85.94% |
$378K - $415K
|
31.7K
$740K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 30.49% |
$10.3K - $11.3K
|
912
$21.3K
|
|
Q1 2024 | |||||||
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
450+ 1.62% |
$10.2K - $12.3K
|
28.3K
$660K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$22.6 - $27.4
|
1
$23.4
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
70.8KNew |
$1.6M - $1.94M
|
70.8K
$1.65M
|