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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-24- 1.1% |
$549 - $576
|
2.17K
$51.1K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
721New |
$16.5K - $17.3K
|
721
$17K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29.9KNew |
$685K - $719K
|
29.9K
$706K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
649+ 2.15% |
$14.9K - $15.6K
|
30.8K
$727K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.23K- 14.31% |
$73.8K - $77.5K
|
19.3K
$456K
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-18K- 2.69% |
$413K - $434K
|
653K
$15.4M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.2K- 53.02% |
$1.08M - $1.13M
|
41.8K
$987K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.15K+ 26.51% |
$26.4K - $27.7K
|
5.5K
$130K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.79K+ 12.75% |
$201K - $211K
|
77.7K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.31KNew |
$213K - $224K
|
9.31K
$220K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.45K- 8.03% |
$102K - $107K
|
51K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3KNew |
$235K - $246K
|
10.3K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.44K
|
13.2K
$313K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
239+ 1.96% |
$5.47K - $5.74K
|
12.4K
$293K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
56.5K+ 195.5% |
$1.29M - $1.36M
|
85.4K
$2.02M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.36K+ 14.17% |
$123K - $129K
|
43.1K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
15.7K+ 58.07% |
$359K - $377K
|
42.7K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.72K+ 8.28% |
$62.4K - $65.4K
|
35.6K
$841K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 1.06% |
$36K - $37.8K
|
147K
$3.46M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.25K+ 13.26% |
$74.5K - $78.2K
|
27.8K
$656K
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
8.69K+ 9.47% |
$199K - $209K
|
100K
$2.37M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-358- 1.64% |
$8.19K - $8.6K
|
21.5K
$508K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.05K- 4.48% |
$139K - $145K
|
129K
$3.04M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.55K+ 6.97% |
$35.4K - $37.1K
|
23.7K
$559K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.8K+ 32.54% |
$1.87M - $1.96M
|
333K
$7.86M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.44K- 62.48% |
$32.9K - $34.5K
|
863
$20.4K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.22K+ 9.08% |
$119K - $125K
|
62.7K
$1.48M
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-49.8K- 41.1% |
$1.14M - $1.2M
|
71.4K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.99K- 10.53% |
$91.4K - $95.9K
|
33.9K
$800K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-25.8K- 8.36% |
$590K - $619K
|
283K
$6.67M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.96KNew |
$228K - $239K
|
9.96K
$235K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.81K+ 13.63% |
$41.5K - $43.5K
|
15.1K
$356K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.2KNew |
$50.4K - $52.8K
|
2.2K
$51.9K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.35K+ 17.59% |
$122K - $128K
|
35.7K
$843K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.44K+ 16.36% |
$125K - $131K
|
38.7K
$913K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.8KNew |
$64.2K - $67.3K
|
2.8K
$66.2K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.4K+ 74.51% |
$444K - $466K
|
45.5K
$1.07M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.8KNew |
$408K - $428K
|
17.8K
$420K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34KNew |
$778K - $817K
|
34K
$802K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
143+ 1.43% |
$3.27K - $3.43K
|
10.1K
$239K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.1KNew |
$301K - $316K
|
13.1K
$310K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
182K+ 138919.84% |
$3.91M - $4.21M
|
182K
$4.3M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17KNew |
$365K - $394K
|
17K
$401K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-144K- 79.06% |
$3.1M - $3.34M
|
38.2K
$901K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39.4K+ 12.5% |
$846K - $912K
|
354K
$8.36M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9.24KNew |
$198K - $214K
|
9.24K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.1K+ 22.98% |
$346K - $374K
|
86.3K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.2K+ 97.35% |
$283K - $306K
|
26.8K
$632K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 8.25% |
$49.3K - $53.2K
|
30.1K
$711K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.1KNew |
$839K - $905K
|
39.1K
$922K
|