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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93.2K+ 13.44% |
$1.83M - $2.13M
|
786K
$18.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-784- 0.6% |
$15.4K - $17.9K
|
129K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 7.24% |
$103K - $120K
|
67.4K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 75.0% |
$118K - $137K
|
2K
$47.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
11.2KNew |
$221K - $256K
|
11.2K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
2.15K+ 3.6% |
$42.3K - $49.2K
|
61.9K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.8KNew |
$822K - $955K
|
41.8K
$991K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 0.91% |
$41.9K - $48.7K
|
233K
$5.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.05K- 10.08% |
$79.7K - $92.6K
|
36.1K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1K+ 5.3% |
$19.7K - $22.9K
|
19.9K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.02% |
$649 - $754
|
1.67K
$39.6K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.48KNew |
$205K - $225K
|
9.48K
$225K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.7KNew |
$295K - $324K
|
13.7K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 17.57% |
$40K - $43.9K
|
12.4K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.5KNew |
$464K - $510K
|
21.5K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-790- 4.66% |
$17.1K - $18.8K
|
16.2K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.7KNew |
$210K - $230K
|
9.7K
$230K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
152K+ 132.1% |
$3.29M - $3.61M
|
267K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$5.86K - $6.43K
|
271
$6.43K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
467+ 141.09% |
$10.1K - $11.1K
|
798
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.2KNew |
$891K - $978K
|
41.2K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
24.6KNew |
$531K - $583K
|
24.6K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.6K- 47.26% |
$337K - $371K
|
17.4K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
19.9KNew |
$429K - $471K
|
19.9K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.74K+ 11.63% |
$37.7K - $41.4K
|
16.7K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 72.4% |
$519K - $569K
|
9.14K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
207K+ 2377.75% |
$4.47M - $4.91M
|
215K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.82K+ 33.55% |
$104K - $114K
|
19.2K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 57.27% |
$923K - $1.01M
|
117K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
197New |
$4.26K - $4.68K
|
197
$4.67K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.65K+ 16.83% |
$165K - $182K
|
53.1K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.11K+ 34.58% |
$88.8K - $97.5K
|
16K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.3KNew |
$201K - $221K
|
9.3K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 24.89% |
$346K - $380K
|
48.3K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 40.0% |
$86.5 - $95
|
14
$332
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.6KNew |
$900K - $988K
|
41.6K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19K- 95.43% |
$412K - $452K
|
913
$21.7K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68.1KNew |
$1.56M - $1.63M
|
68.1K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79KNew |
$224K - $235K
|
9.79K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.35K- 61.79% |
$76.7K - $80.4K
|
2.07K
$49.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.84% |
$1.24K - $1.3K
|
6.39K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
67KNew |
$1.53M - $1.61M
|
67K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
128New |
$2.93K - $3.07K
|
128
$3.04K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
13.5KNew |
$309K - $325K
|
13.5K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-803- 66.86% |
$18.4K - $19.3K
|
398
$9.44K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$48.8K - $51.2K
|
2.13K
$50.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.1K- 4.2% |
$25.1K - $26.3K
|
25K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
721New |
$16.5K - $17.3K
|
721
$17.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.2K- 53.02% |
$1.08M - $1.13M
|
41.8K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3KNew |
$235K - $246K
|
10.3K
$243K
|
|