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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.09% |
$566 - $637
|
11.1K
$741K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38KNew |
$191K - $216K
|
3.38K
$226K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.58KNew |
$209K - $230K
|
3.58K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 7.82% |
$985K - $1.08M
|
233K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-416- 9.92% |
$24.3K - $26.7K
|
3.78K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.32K- 2.26% |
$252K - $277K
|
187K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
434New |
$25.3K - $27.8K
|
434
$28.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
170+ 2.0% |
$9.91K - $10.9K
|
8.66K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26.5K- 87.03% |
$1.55M - $1.7M
|
3.95K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 32.29% |
$96.1K - $106K
|
3.46K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 7.83% |
$11.1K - $12.2K
|
2.24K
$149K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$9.79K - $10.8K
|
168
$11.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 825.0% |
$9.62K - $10.6K
|
185
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
361New |
$21K - $23.1K
|
361
$24.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-190- 2.66% |
$11.1K - $12.2K
|
6.96K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$466K - $513K
|
8K
$533K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.4KNew |
$81.4K - $89.5K
|
1.4K
$93.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-380- 53.6% |
$21.5K - $24.5K
|
329
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-380- 53.6% |
$21.5K - $24.5K
|
329
$21.9K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76New |
$4.29K - $4.91K
|
76
$5.07K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
40.6KNew |
$2.29M - $2.62M
|
40.6K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 28.3% |
$847 - $968
|
38
$2.53K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-512- 5.75% |
$28.9K - $33K
|
8.4K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 25.04% |
$144K - $164K
|
12.7K
$848K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-895Closed |
$50.6K - $57.8K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$2.37K - $2.71K
|
42
$2.8K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65KNew |
$206K - $235K
|
3.65K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32KNew |
$188K - $214K
|
3.32K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 0.74% |
$113 - $129
|
270
$18K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.3K- 24.2% |
$73.6K - $84.1K
|
4.08K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-438- 8.95% |
$24.7K - $28.3K
|
4.46K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-171- 30.65% |
$9.66K - $11K
|
387
$25.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.9K+ 88.62% |
$446K - $510K
|
16.8K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
48.9K+ 439.2% |
$2.76M - $3.16M
|
60.1K
$4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
218New |
$12.3K - $14.1K
|
218
$14.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81- 11.05% |
$4.58K - $5.23K
|
652
$43.5K
|
|
| Q4 2023 | |||||||
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.42KNew |
$160K - $203K
|
3.42K
$228K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-225- 75.0% |
$10.5K - $13.4K
|
75
$5K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.61KNew |
$122K - $155K
|
2.61K
$174K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
110New |
$5.15K - $6.54K
|
110
$7.33K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-73.3K- 40.67% |
$3.43M - $4.36M
|
107K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$159K - $202K
|
3.4K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-80.8K- 82.75% |
$3.78M - $4.8M
|
16.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08KNew |
$378K - $480K
|
8.08K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
522+ 12.29% |
$24.4K - $31K
|
4.77K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-20.3K- 85.35% |
$952K - $1.21M
|
3.49K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216New |
$10.1K - $12.8K
|
216
$14.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159New |
$7.44K - $9.45K
|
159
$10.6K
|
|