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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-200- 20.0% |
$4.27K - $4.82K
|
800
$19K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-16.4KClosed |
$340K - $421K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
28New |
$580 - $718
|
28
$666
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 41.53% |
$297K - $368K
|
20.2K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-254- 2.71% |
$5.27K - $6.52K
|
9.11K
$217K
|
|
|
May 15, 2023
Q1 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
58.5KNew |
$1.21M - $1.5M
|
58.5K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-261- 7.26% |
$5.41K - $6.69K
|
3.33K
$79.2K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
600+ 4.96% |
$12.4K - $15.4K
|
12.7K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.8K- 64.85% |
$555K - $687K
|
14.5K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
810New |
$16.8K - $20.8K
|
810
$19.3K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.7K+ 92.46% |
$325K - $402K
|
32.6K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
59.4KNew |
$1.23M - $1.52M
|
59.4K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.38K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.06KNew |
$21.9K - $27.1K
|
1.06K
$25.1K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
607New |
$12.6K - $15.6K
|
607
$14.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.38K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$57.1K - $70.7K
|
2.76K
$65.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
120New |
$2.49K - $3.08K
|
120
$2.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$265K - $328K
|
12.8K
$304K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
104KNew |
$2.49M - $2.97M
|
104K
$2.48M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.16KNew |
$195K - $232K
|
8.16K
$194K
|
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
36.4KNew |
$868K - $1.04M
|
36.4K
$866K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
750+ 75.0% |
$17.9K - $21.3K
|
1.75K
$41.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.2KNew |
$744K - $887K
|
31.2K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
167KNew |
$3.98M - $4.74M
|
167K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
150KNew |
$3.57M - $4.26M
|
150K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.42K+ 36.33% |
$225K - $268K
|
35.4K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.41KNew |
$200K - $239K
|
8.41K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-957- 6.17% |
$22.8K - $27.2K
|
14.6K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.2K+ 16.45% |
$76.2K - $90.9K
|
22.6K
$538K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
108+ 0.54% |
$2.57K - $3.07K
|
20.3K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
213K+ 25.1% |
$5.07M - $6.04M
|
1.06M
$25.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 3.45% |
$47.3K - $56.4K
|
55.6K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 33.42% |
$248K - $296K
|
41.6K
$989K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.93K- 41.31% |
$213K - $254K
|
12.7K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.3KNew |
$78.5K - $93.6K
|
3.3K
$78.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.4K- 46.09% |
$343K - $408K
|
16.8K
$400K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4KNew |
$462K - $551K
|
19.4K
$461K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.99K- 16.29% |
$190K - $227K
|
41.1K
$976K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-19K- 11.71% |
$453K - $541K
|
143K
$3.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
59+ 0.12% |
$1.41K - $1.68K
|
50.7K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$4.75K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.11KNew |
$217K - $259K
|
9.11K
$216K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.7K+ 13.42% |
$64.4K - $76.8K
|
22.8K
$543K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.4% |
$238 - $284
|
2.49K
$59.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$4.75K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
128New |
$3.05K - $3.64K
|
128
$3.04K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.79KNew |
$179K - $242K
|
8.79K
$209K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 1.16% |
$27.9K - $37.7K
|
119K
$2.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.52KNew |
$194K - $262K
|
9.52K
$226K
|
|