Latest Institutional Transactions on First Trust Exchange Traded Fd (FTHI)
This table provides information on the latest institutional transactions involving First Trust Exchange Traded Fd (FTHI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
285+ 2.21% |
$6.49K - $6.82K
|
13.2K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.32K+ 12.85% |
$144K - $151K
|
55.5K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.33K+ 24.72% |
$212K - $223K
|
47K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.52KNew |
$34.5K - $36.3K
|
1.52K
$36K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
76KNew |
$1.73M - $1.82M
|
76K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
668+ 82.16% |
$15.2K - $16K
|
1.48K
$35.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
904K+ 140.74% |
$20.6M - $21.6M
|
1.55M
$36.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
137K+ 5.53% |
$3.13M - $3.29M
|
2.62M
$62.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
828+ 4.37% |
$18.8K - $19.8K
|
19.8K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.8K+ 676.3% |
$700K - $736K
|
35.3K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 19.83% |
$232K - $243K
|
61.5K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40.3KNew |
$917K - $964K
|
40.3K
$956K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.89K- 2.14% |
$43.1K - $45.3K
|
86.6K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
751K+ 203.18% |
$17.1M - $18M
|
1.12M
$26.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 27.39% |
$73.1K - $76.8K
|
8.51K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
104KNew |
$2.37M - $2.49M
|
104K
$2.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
214KNew |
$4.87M - $5.12M
|
214K
$5.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
421+ 0.83% |
$9.58K - $10.1K
|
51.1K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
220K+ 70.82% |
$5M - $5.26M
|
530K
$12.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
404+ 1.79% |
$9.2K - $9.66K
|
23K
$545K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
743+ 1.76% |
$16.9K - $17.8K
|
43K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
597+ 3.86% |
$13.6K - $14.3K
|
16.1K
$381K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11.2K+ 5.96% |
$255K - $267K
|
199K
$4.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 20.27% |
$330K - $347K
|
86.2K
$2.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.74K+ 30.32% |
$85.2K - $89.5K
|
16.1K
$382K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-505- 3.06% |
$11.5K - $12.1K
|
16K
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.8K+ 51.28% |
$40.9K - $43K
|
5.31K
$126K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
39.4KNew |
$896K - $942K
|
39.4K
$934K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.5KNew |
$239K - $251K
|
10.5K
$249K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.4K- 82.76% |
$54.6K - $57.4K
|
500
$11.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-350- 2.31% |
$7.97K - $8.37K
|
14.8K
$351K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-1K- 1.97% |
$22.8K - $23.9K
|
49.7K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-3.39K- 6.93% |
$77K - $81K
|
45.4K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
154+ 1.15% |
$3.51K - $3.68K
|
13.6K
$322K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 6.34% |
$453K - $526K
|
386K
$9.16M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.32K+ 146.46% |
$164K - $190K
|
14K
$332K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
388+ 3.3% |
$7.63K - $8.87K
|
12.1K
$288K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.92KNew |
$37.8K - $43.9K
|
1.92K
$45.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
371+ 2.33% |
$7.29K - $8.48K
|
16.3K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
347+ 1.3% |
$6.82K - $7.93K
|
27.1K
$643K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.29K+ 5.95% |
$143K - $167K
|
130K
$3.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163- 0.98% |
$3.2K - $3.72K
|
16.4K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
863K+ 23.28% |
$17M - $19.7M
|
4.57M
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
30K+ 9.12% |
$589K - $685K
|
358K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11New |
$216 - $251
|
11
$261
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.62K+ 5.71% |
$150K - $174K
|
141K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
449KNew |
$8.82M - $10.3M
|
449K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 22.9% |
$325K - $378K
|
88.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
834+ 1.85% |
$16.4K - $19.1K
|
45.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$203K - $235K
|
10.3K
$244K
|
|