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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19.9K- 8.1% |
$238K - $264K
|
226K
$3.25M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60.2K- 99.58% |
$721K - $798K
|
254
$3.66K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.2% |
$47.9 - $53.1
|
1.96K
$28.2K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5KNew |
$18K - $19.9K
|
1.5K
$21.6K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.67K+ 13.81% |
$79.9K - $88.5K
|
55K
$792K
|
|
Q4 2023 | |||||||
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.56KNew |
$18.8K - $20.7K
|
1.56K
$22.5K
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-75K- 25.0% |
$902K - $992K
|
225K
$3.24M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.13K- 9.93% |
$110K - $121K
|
82.8K
$1.19M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 0.01% |
$108 - $119
|
118K
$1.71M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223New |
$2.68K - $2.95K
|
223
$3.21K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$3.71K - $4.07K
|
300
$4.32K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.1K- 30.52% |
$13.6K - $14.9K
|
2.51K
$36.2K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
346+ 6.58% |
$4.28K - $4.69K
|
5.6K
$80.7K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.45K- 19.7% |
$42.7K - $46.8K
|
14.1K
$203K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 94.73% |
$16.2K - $17.8K
|
73
$1.05K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$163K - $178K
|
13.2K
$190K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-147- 29.58% |
$1.82K - $1.99K
|
350
$5.04K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
59.1KNew |
$732K - $801K
|
59.1K
$852K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
19+ 1.17% |
$235 - $257
|
1.65K
$23.8K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$198 - $217
|
16
$231
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-396- 0.92% |
$4.68K - $5.42K
|
42.4K
$611K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.9KNew |
$34.3K - $39.7K
|
2.9K
$41.8K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.6KNew |
$18.9K - $21.9K
|
1.6K
$23.1K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.46K- 15.77% |
$17.3K - $20K
|
7.82K
$113K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 68.75% |
$13K - $15K
|
500
$7.21K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.2KClosed |
$229K - $272K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
32.4KNew |
$409K - $484K
|
32.4K
$468K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.99K+ 0.94% |
$50.2K - $59.5K
|
426K
$6.14M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.5KNew |
$246K - $292K
|
19.5K
$282K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
16.6KNew |
$210K - $248K
|
16.6K
$240K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
56K+ 11.37% |
$705K - $836K
|
548K
$7.9M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-659- 4.12% |
$8.3K - $9.83K
|
15.4K
$221K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
227New |
$2.86K - $3.39K
|
227
$3.27K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
17.5KNew |
$216K - $251K
|
17.5K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.47KNew |
$67.7K - $78.5K
|
5.47K
$78.9K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.57KNew |
$81.2K - $94.2K
|
6.57K
$94.6K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
14.4KNew |
$178K - $206K
|
14.4K
$207K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29+ 3.53% |
$359 - $416
|
851
$12.3K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.06K+ 11.72% |
$37.9K - $44K
|
29.2K
$421K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
725+ 6.23% |
$8.97K - $10.4K
|
12.4K
$178K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
127+ 0.35% |
$1.57K - $1.82K
|
36.8K
$530K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$212K - $262K
|
17.9K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
420New |
$4.96K - $6.14K
|
420
$6.05K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.56K- 3.52% |
$30.3K - $37.5K
|
70.1K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
8.05K+ 27.45% |
$95.1K - $118K
|
37.4K
$538K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.69K+ 46.52% |
$79K - $97.8K
|
21.1K
$304K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
75New |
$887 - $1.1K
|
75
$1.08K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-68.1K- 75.93% |
$805K - $996K
|
21.6K
$311K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.03K+ 12.41% |
$47.7K - $59K
|
36.5K
$526K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-2K- 14.48% |
$23.6K - $29.3K
|
11.8K
$170K
|