Latest Institutional Transactions on First Tr Exchange Traded Fd (FXD)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FXD) 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 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.56K- 10.26% |
$145K - $163K
|
22.4K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
24KNew |
$1.36M - $1.53M
|
24K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 24.56% |
$67K - $75.5K
|
3.64K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
135New |
$7.63K - $8.6K
|
135
$8.41K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
7.57K+ 2.4% |
$428K - $482K
|
323K
$20.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-58- 1.98% |
$3.28K - $3.7K
|
2.87K
$178K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.1K- 17.91% |
$175K - $198K
|
14.2K
$886K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.02K+ 1.65% |
$227K - $256K
|
248K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-350- 3.21% |
$19.8K - $22.3K
|
10.6K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.87K- 4.4% |
$502K - $565K
|
193K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-747- 8.79% |
$42.2K - $47.6K
|
7.75K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.38K+ 7.66% |
$135K - $152K
|
33.5K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
328+ 2.4% |
$18.5K - $20.9K
|
14K
$872K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
332New |
$18.8K - $21.2K
|
332
$20.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-78- 12.09% |
$4.41K - $4.97K
|
567
$35.3K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
297K+ 6228.5% |
$16.8M - $18.9M
|
302K
$18.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.19K- 7.91% |
$67.4K - $76K
|
13.9K
$864K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-338- 0.34% |
$19.1K - $21.5K
|
100K
$6.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 4.32% |
$625K - $704K
|
245K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 0.64% |
$143K - $161K
|
396K
$24.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$56.6 - $63.7
|
33.4K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
284+ 0.71% |
$16.1K - $18.1K
|
40.1K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
17New |
$961 - $1.08K
|
17
$1.06K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.6 - $63.7
|
573
$35.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
277+ 6.57% |
$15.7K - $17.7K
|
4.49K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.96K- 61.49% |
$224K - $252K
|
2.48K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-57- 0.39% |
$3.22K - $3.63K
|
14.6K
$907K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
5.07K+ 36.85% |
$287K - $323K
|
18.8K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$185K - $208K
|
3.27K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.02K- 17.82% |
$57.5K - $64.8K
|
4.69K
$292K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$182K - $206K
|
3.23K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 14.65% |
$643K - $725K
|
66.3K
$4.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
14KNew |
$793K - $893K
|
14K
$873K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38KNew |
$191K - $216K
|
3.38K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.12% |
$283 - $319
|
4.22K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-475- 46.57% |
$26.9K - $30.3K
|
545
$33.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.09% |
$566 - $637
|
11.1K
$692K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.89K- 0.17% |
$168K - $185K
|
1.66M
$103M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-316- 1.07% |
$18.4K - $20.3K
|
29.1K
$1.81M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.05K+ 1.96% |
$178K - $196K
|
159K
$9.88M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 7.47% |
$1.2M - $1.32M
|
296K
$18.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166+ 15.66% |
$9.68K - $10.6K
|
1.23K
$76.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.32K+ 4.2% |
$77.1K - $84.8K
|
32.8K
$2.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 23.76% |
$608K - $668K
|
33.5K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-221- 3.37% |
$12.9K - $14.2K
|
6.33K
$394K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.52K- 1.26% |
$263K - $290K
|
355K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.8K- 1.75% |
$221K - $243K
|
213K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-992- 9.28% |
$57.8K - $63.6K
|
9.7K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-82- 0.61% |
$4.78K - $5.26K
|
13.3K
$827K
|
|