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 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.06KNew |
$21.9K - $27.1K
|
1.06K
$26.4K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
607New |
$12.6K - $15.6K
|
607
$15.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$57.1K - $70.7K
|
2.76K
$69K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
120New |
$2.49K - $3.08K
|
120
$3K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$265K - $328K
|
12.8K
$320K
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
104KNew |
$2.49M - $2.97M
|
104K
$2.61M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.16KNew |
$195K - $232K
|
8.16K
$204K
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
36.4KNew |
$868K - $1.04M
|
36.4K
$912K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
750+ 75.0% |
$17.9K - $21.3K
|
1.75K
$43.8K
|
|
Feb 14, 2023
Q4 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
150KNew |
$3.57M - $4.26M
|
150K
$3.75M
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
167KNew |
$3.98M - $4.74M
|
167K
$4.17M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.2KNew |
$744K - $887K
|
31.2K
$781K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.42K+ 36.33% |
$225K - $268K
|
35.4K
$885K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.41KNew |
$200K - $239K
|
8.41K
$210K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-957- 6.17% |
$22.8K - $27.2K
|
14.6K
$364K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
108+ 0.54% |
$2.57K - $3.07K
|
20.3K
$508K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.2K+ 16.45% |
$76.2K - $90.9K
|
22.6K
$566K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 33.42% |
$248K - $296K
|
41.6K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 3.45% |
$47.3K - $56.4K
|
55.6K
$1.39M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
213K+ 25.1% |
$5.07M - $6.04M
|
1.06M
$26.5M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.93K- 41.31% |
$213K - $254K
|
12.7K
$317K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.3KNew |
$78.5K - $93.6K
|
3.3K
$82.4K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.4K- 46.09% |
$343K - $408K
|
16.8K
$421K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4KNew |
$462K - $551K
|
19.4K
$486K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.99K- 16.29% |
$190K - $227K
|
41.1K
$1.03M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-19K- 11.71% |
$453K - $541K
|
143K
$3.59M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
59+ 0.12% |
$1.41K - $1.68K
|
50.7K
$1.27M
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$5K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.11KNew |
$217K - $259K
|
9.11K
$228K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.7K+ 13.42% |
$64.4K - $76.8K
|
22.8K
$571K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.4% |
$238 - $284
|
2.49K
$62.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
200New |
$4.77K - $5.68K
|
200
$5K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
128New |
$3.05K - $3.64K
|
128
$3.2K
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.79KNew |
$179K - $242K
|
8.79K
$220K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 1.16% |
$27.9K - $37.7K
|
119K
$2.97M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.52KNew |
$194K - $262K
|
9.52K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-10K- 50.0% |
$204K - $276K
|
10K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
54+ 0.54% |
$1.1K - $1.49K
|
10K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 52.06% |
$217K - $294K
|
9.8K
$245K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13.5KNew |
$275K - $372K
|
13.5K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$231K - $312K
|
11.3K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-369- 1.23% |
$7.53K - $10.2K
|
29.5K
$739K
|
|
Nov 10, 2022
Q3 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
18.3KNew |
$373K - $504K
|
18.3K
$457K
|
|
Nov 10, 2022
Q3 2022
|
Grand Central Investment Group
|
BUY
|
- |
51.4K+ 22.25% |
$1.05M - $1.42M
|
282K
$7.07M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.1KNew |
$83.7K - $113K
|
4.1K
$103K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
19New |
$388 - $524
|
19
$475
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$6.12K - $8.27K
|
300
$7.51K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-158- 45.8% |
$3.22K - $4.36K
|
187
$4.68K
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$303K - $410K
|
14.9K
$372K
|