Latest Institutional Purchases of First Tr Exchange Traded Fd (FCG)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FCG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
200+ 16.0% |
$4.61K - $5.46K
|
1.45K
$34.5K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39New |
$898 - $1.06K
|
39
$927
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5New |
$115 - $137
|
5
$119
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
70.2KNew |
$1.59M - $1.9M
|
70.2K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51.2KNew |
$1.16M - $1.39M
|
51.2K
$1.22M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.7KNew |
$310K - $371K
|
13.7K
$325K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$251K - $301K
|
11.1K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.74KNew |
$198K - $237K
|
8.74K
$208K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.95KNew |
$180K - $215K
|
7.95K
$189K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$21.4K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$20.4K - $24.4K
|
1K
$23.8K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$21.4K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436New |
$9.87K - $11.8K
|
436
$10.4K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 0.86% |
$6.79K - $8.13K
|
35.2K
$836K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
276New |
$6.25K - $7.48K
|
276
$6.56K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
45New |
$1.02K - $1.22K
|
45
$1.07K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 2.44% |
$22.6 - $27.1
|
42
$998
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
149KNew |
$3.17M - $3.58M
|
149K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.7KNew |
$186K - $209K
|
8.7K
$207K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1KNew |
$21.3K - $24.1K
|
1K
$23.8K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
991New |
$21.1K - $23.9K
|
991
$23.6K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
170New |
$3.63K - $4.09K
|
170
$4.04K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89New |
$1.9K - $2.14K
|
89
$2.12K
|
|
Q1 2023 | |||||||
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 15, 2023
Q1 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
58.5KNew |
$1.21M - $1.5M
|
58.5K
$1.39M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.7K+ 92.46% |
$325K - $402K
|
32.6K
$775K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$265K - $328K
|
12.8K
$304K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.76KNew |
$57.1K - $70.7K
|
2.76K
$65.5K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.06KNew |
$21.9K - $27.1K
|
1.06K
$25.1K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
810New |
$16.8K - $20.8K
|
810
$19.3K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
607New |
$12.6K - $15.6K
|
607
$14.4K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
600+ 4.96% |
$12.4K - $15.4K
|
12.7K
$302K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
120New |
$2.49K - $3.08K
|
120
$2.85K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.38K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.38K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
28New |
$580 - $718
|
28
$666
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
213K+ 25.1% |
$5.07M - $6.04M
|
1.06M
$25.2M
|
|
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
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
104KNew |
$2.49M - $2.97M
|
104K
$2.48M
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
36.4KNew |
$868K - $1.04M
|
36.4K
$866K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31.2KNew |
$744K - $887K
|
31.2K
$742K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4KNew |
$462K - $551K
|
19.4K
$461K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 33.42% |
$248K - $296K
|
41.6K
$989K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.42K+ 36.33% |
$225K - $268K
|
35.4K
$840K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
9.11KNew |
$217K - $259K
|
9.11K
$216K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.41KNew |
$200K - $239K
|
8.41K
$200K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.16KNew |
$195K - $232K
|
8.16K
$194K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.3KNew |
$78.5K - $93.6K
|
3.3K
$78.3K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.2K+ 16.45% |
$76.2K - $90.9K
|
22.6K
$538K
|