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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.23K- 7.11% |
$28.4K - $33.7K
|
16.1K
$427K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-38.5K- 43.25% |
$887K - $1.05M
|
50.6K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.1KNew |
$716K - $848K
|
31.1K
$825K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.2K- 82.12% |
$926K - $1.1M
|
8.75K
$232K
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.3KNew |
$306K - $363K
|
13.3K
$353K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55.5K+ 266.42% |
$1.28M - $1.51M
|
76.3K
$2.02M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 2.34% |
$31.8K - $37.7K
|
57.6K
$1.53M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.7K+ 207.56% |
$453K - $537K
|
29.1K
$773K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39New |
$898 - $1.06K
|
39
$1.03K
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
8.5KNew |
$196K - $232K
|
8.5K
$226K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-314- 82.63% |
$7.23K - $8.57K
|
66
$1.75K
|
|
Feb 01, 2024
Q4 2023
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
CALL |
800New |
$18.4K - $21.8K
|
800
$21.2K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.36K- 12.73% |
$31.4K - $37.2K
|
9.34K
$248K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
50New |
$1.15K - $1.37K
|
50
$1.33K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.6KNew |
$1.05M - $1.25M
|
45.6K
$1.21M
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5New |
$115 - $137
|
5
$133
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-926- 8.35% |
$21.3K - $25.3K
|
10.2K
$270K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
200+ 16.0% |
$4.61K - $5.46K
|
1.45K
$38.5K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-968- 6.33% |
$22.3K - $26.4K
|
14.3K
$380K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
250New |
$5.76K - $6.83K
|
250
$6.63K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
220+ 13.97% |
$5.07K - $6.01K
|
1.8K
$47.6K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 0.86% |
$6.79K - $8.13K
|
35.2K
$933K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$23.9K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 30.09% |
$95K - $114K
|
9.76K
$259K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
276New |
$6.25K - $7.48K
|
276
$7.32K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.7KNew |
$310K - $371K
|
13.7K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51.2KNew |
$1.16M - $1.39M
|
51.2K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.74KNew |
$198K - $237K
|
8.74K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436New |
$9.87K - $11.8K
|
436
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 52.68% |
$23.3K - $27.9K
|
926
$24.6K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.8K- 12.87% |
$109K - $130K
|
32.5K
$862K
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-403- 99.75% |
$9.12K - $10.9K
|
1
$26.5
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$251K - $301K
|
11.1K
$295K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.95KNew |
$180K - $215K
|
7.95K
$211K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$20.4K - $24.4K
|
1K
$26.5K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
45New |
$1.02K - $1.22K
|
45
$1.19K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 11.14% |
$31.8K - $38.1K
|
11.2K
$297K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
70.2KNew |
$1.59M - $1.9M
|
70.2K
$1.86M
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 2.44% |
$22.6 - $27.1
|
42
$1.11K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$302K - $362K
|
13.3K
$354K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$23.9K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
419+ 436.46% |
$9.48K - $11.4K
|
515
$13.7K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.7KNew |
$186K - $209K
|
8.7K
$231K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
991New |
$21.1K - $23.9K
|
991
$26.3K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
170New |
$3.63K - $4.09K
|
170
$4.51K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
850+ 103.03% |
$18.1K - $20.5K
|
1.68K
$44.4K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
592New |
$12.6K - $14.3K
|
592
$15.7K
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
149KNew |
$3.17M - $3.58M
|
149K
$3.95M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
900+ 15.52% |
$19.2K - $21.7K
|
6.7K
$178K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-69- 88.46% |
$1.47K - $1.66K
|
9
$239
|