Latest Institutional Transactions on First Tr ETF Fd Ii First Tr In (FTRI)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Ii First Tr In (FTRI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-396- 0.92% |
$4.68K - $5.42K
|
42.4K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.9KNew |
$34.3K - $39.7K
|
2.9K
$34.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.6KNew |
$18.9K - $21.9K
|
1.6K
$19K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 68.75% |
$13K - $15K
|
500
$5.95K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.46K- 15.77% |
$17.3K - $20K
|
7.82K
$93.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.99K+ 0.94% |
$50.2K - $59.5K
|
426K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
32.4KNew |
$409K - $484K
|
32.4K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.2KClosed |
$229K - $272K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$246K - $292K
|
19.5K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
16.6KNew |
$210K - $248K
|
16.6K
$198K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-659- 4.12% |
$8.3K - $9.83K
|
15.4K
$183K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
56K+ 11.37% |
$705K - $836K
|
548K
$6.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
227New |
$2.86K - $3.39K
|
227
$2.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
17.5KNew |
$216K - $251K
|
17.5K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.47KNew |
$67.7K - $78.5K
|
5.47K
$65.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.4KNew |
$178K - $206K
|
14.4K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.57KNew |
$81.2K - $94.2K
|
6.57K
$78.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29+ 3.53% |
$359 - $416
|
851
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.06K+ 11.72% |
$37.9K - $44K
|
29.2K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-11.3K- 97.4% |
$139K - $161K
|
300
$3.57K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
725+ 6.23% |
$8.97K - $10.4K
|
12.4K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
127+ 0.35% |
$1.57K - $1.82K
|
36.8K
$438K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
420New |
$4.96K - $6.14K
|
420
$5K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$212K - $262K
|
17.9K
$213K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.56K- 3.52% |
$30.3K - $37.5K
|
70.1K
$835K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
360+ 3.56% |
$4.26K - $5.27K
|
10.5K
$125K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
8.05K+ 27.45% |
$95.1K - $118K
|
37.4K
$445K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.69K+ 46.52% |
$79K - $97.8K
|
21.1K
$251K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
75New |
$887 - $1.1K
|
75
$893
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-68.1K- 75.93% |
$805K - $996K
|
21.6K
$257K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.03K+ 12.41% |
$47.7K - $59K
|
36.5K
$435K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-2K- 14.48% |
$23.6K - $29.3K
|
11.8K
$141K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-400- 2.29% |
$5.26K - $6.84K
|
17.1K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$159K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-404Closed |
$5.32K - $6.91K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-97.2KClosed |
$1.28M - $1.66M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14KNew |
$184K - $239K
|
14K
$166K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
68.3KNew |
$899K - $1.17M
|
68.3K
$813K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
490KNew |
$6.44M - $8.38M
|
490K
$5.83M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
36KNew |
$474K - $616K
|
36K
$429K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
18KNew |
$237K - $308K
|
18K
$214K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
230New |
$3.03K - $3.94K
|
230
$2.74K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-128KClosed |
$1.78M - $2.13M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.3K- 99.2% |
$144K - $157K
|
91
$1.08K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.77KClosed |
$48.1K - $52.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-176Closed |
$2.28K - $2.64K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100Closed |
$727 - $1.29K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 22, 2019
Q3 2019
|
Investors Research Corp
|
SELL
|
- |
-85- 9.6% |
$915 - $1.05K
|
800
$9.52K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-427Closed |
$5.04K - $5.39K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-1Closed |
$12 - $13.1
|
0
$0
|
|