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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-36.3K- 99.61% |
$2.05M - $2.47M
|
142
$9.19K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.8KNew |
$607K - $733K
|
10.8K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58K+ 70.27% |
$540K - $652K
|
23.2K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.33K- 8.32% |
$470K - $567K
|
91.8K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-693K- 39.2% |
$39.1M - $47.2M
|
1.07M
$69.6M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-263- 4.61% |
$14.8K - $17.9K
|
5.44K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-259- 3.01% |
$14.6K - $17.6K
|
8.35K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-157K- 24.96% |
$8.83M - $10.7M
|
471K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 19.11% |
$1.43M - $1.73M
|
107K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10K- 8.04% |
$567K - $685K
|
115K
$7.44M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
174K+ 86760.5% |
$9.78M - $11.8M
|
174K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152+ 5.24% |
$8.57K - $10.4K
|
3.05K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.89K- 31.3% |
$557K - $673K
|
21.7K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-129K- 72.85% |
$7.29M - $8.8M
|
48.2K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-193- 0.72% |
$10.9K - $13.1K
|
26.6K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39K+ 78.5% |
$2.2M - $2.65M
|
88.6K
$5.73M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25- 0.76% |
$1.41K - $1.7K
|
3.25K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
76+ 58.46% |
$4.29K - $5.18K
|
206
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.83K- 6.13% |
$272K - $329K
|
74K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 1.01% |
$4.51K - $5.45K
|
7.84K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-256- 50.89% |
$14.4K - $17.4K
|
247
$16K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.52K- 90.76% |
$424K - $512K
|
766
$49.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.5K- 18.36% |
$3.58M - $4.33M
|
282K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
312+ 1.04% |
$17.6K - $21.3K
|
30.4K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 5.62% |
$1.35K - $1.63K
|
403
$26.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-918- 20.83% |
$51.8K - $62.5K
|
3.49K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-928- 6.81% |
$52.3K - $63.2K
|
12.7K
$822K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.4 - $68.1
|
576
$37.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-669- 7.61% |
$37.7K - $45.6K
|
8.13K
$526K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.48K- 8.58% |
$309K - $373K
|
58.4K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.16K- 99.99% |
$516K - $624K
|
1
$64.7
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-83- 0.6% |
$4.68K - $5.65K
|
13.7K
$885K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
802+ 13.07% |
$45.2K - $54.6K
|
6.94K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.55K+ 7.84% |
$87.2K - $105K
|
21.3K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-109- 2.6% |
$6.15K - $7.43K
|
4.08K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.12% |
$56.4 - $68.1
|
822
$53.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-25.9K- 40.52% |
$1.46M - $1.77M
|
38.1K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.49K+ 3.25% |
$310K - $374K
|
174K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.4K+ 51.38% |
$1.77M - $2.14M
|
92.4K
$5.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-70- 0.32% |
$3.95K - $4.77K
|
22K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.07KNew |
$455K - $550K
|
8.07K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
102New |
$5.75K - $6.95K
|
102
$6.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-241K- 89.86% |
$13.6M - $16.4M
|
27.2K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.93K- 20.4% |
$391K - $472K
|
27K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-133- 2.96% |
$7.5K - $9.06K
|
4.36K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
909+ 3.16% |
$51.3K - $61.9K
|
29.7K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-60- 1.18% |
$3.38K - $4.09K
|
5.03K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-324K- 99.88% |
$18.2M - $22M
|
380
$24.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.87KNew |
$218K - $263K
|
3.87K
$250K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.69K+ 9.59% |
$229K - $252K
|
42.1K
$2.72M
|
|