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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$8.11K - $8.52K
|
400
$8.96K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
547New |
$11.1K - $11.7K
|
547
$12.2K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33.1KNew |
$659K - $699K
|
33.1K
$740K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
478New |
$9.53K - $10.1K
|
478
$10.7K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
23.4KNew |
$467K - $495K
|
23.4K
$524K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5K+ 310.74% |
$29.1K - $30.9K
|
1.99K
$44.5K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
355New |
$6.87K - $7.3K
|
355
$7.95K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.32K- 95.15% |
$98.2K - $107K
|
271
$6.07K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.45K- 90.63% |
$26.8K - $29.3K
|
150
$3.36K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27New |
$499 - $546
|
27
$605
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.46K- 16.84% |
$45.4K - $53.2K
|
12.2K
$272K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 2.26% |
$849 - $998
|
1.94K
$43.5K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.29K- 19.6% |
$64.9K - $76.3K
|
13.5K
$302K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75KNew |
$34.5K - $40.6K
|
1.75K
$39.2K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.11KNew |
$61.5K - $72.3K
|
3.11K
$69.7K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$27.8K - $30.2K
|
1.31K
$29.2K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$6.4K - $6.95K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
693New |
$14.8K - $16K
|
693
$15.5K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22.4KNew |
$477K - $518K
|
22.4K
$501K
|
|
Q4 2021 | |||||||
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
128New |
$2.72K - $2.91K
|
128
$2.87K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-134Closed |
$2.85K - $3.05K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-373Closed |
$7.78K - $8.22K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-12.9KClosed |
$270K - $285K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.9KClosed |
$316K - $335K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.15K- 36.84% |
$45.5K - $48.2K
|
3.69K
$82.5K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100Closed |
$2.02K - $2.16K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.8KClosed |
$222K - $239K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6+ 1.33% |
$99.8 - $119
|
456
$10.2K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.59KClosed |
$59.8K - $71.1K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.6KClosed |
$276K - $328K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-996Closed |
$16.6K - $19.7K
|
0
$0
|
|
Q1 2020 | |||||||
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4KClosed |
$21.6K - $32.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-23.4KClosed |
$362K - $540K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.88KClosed |
$29.1K - $43.5K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-28KClosed |
$433K - $647K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-5.09KClosed |
$78.7K - $118K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22KClosed |
$340K - $509K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-27KClosed |
$417K - $623K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-16.9KClosed |
$262K - $391K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 25, 2019
Q3 2019
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.5KClosed |
$380K - $398K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-233Closed |
$5.06K - $5.3K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-314Closed |
$6.82K - $7.14K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1KClosed |
$21.7K - $22.8K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-29Closed |
$619 - $651
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-122Closed |
$2.6K - $2.74K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-209Closed |
$4.46K - $4.69K
|
0
$0
|
|
Q1 2019 | |||||||
Jun 03, 2019
Q1 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-20Closed |
$399 - $445
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-222Closed |
$4.43K - $4.94K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-311Closed |
$6.21K - $6.93K
|
0
$0
|
|
Apr 10, 2019
Q1 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.42KClosed |
$28.4K - $31.7K
|
0
$0
|