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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-578- 74.29% |
$27K - $34.3K
|
200
$13.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565New |
$26.4K - $33.6K
|
565
$37.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-375- 2.95% |
$17.5K - $22.3K
|
12.3K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 30.12% |
$707K - $898K
|
35K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-103- 91.15% |
$4.82K - $6.12K
|
10
$667
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
630New |
$29.5K - $37.4K
|
630
$42K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$242K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.5K- 27.3% |
$164K - $208K
|
9.32K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-630- 59.72% |
$29.5K - $37.4K
|
425
$28.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$206K - $240K
|
4.13K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$230K - $267K
|
4.6K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.14K- 2.02% |
$56.7K - $66K
|
55.2K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$250 - $291
|
5
$333
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
137New |
$6.84K - $7.97K
|
137
$9.14K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-121- 0.97% |
$5.96K - $6.68K
|
12.4K
$825K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.01K- 33.92% |
$247K - $277K
|
9.77K
$651K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
5.47KNew |
$269K - $302K
|
5.47K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
64.4KNew |
$3.17M - $3.55M
|
64.4K
$4.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
842+ 19.22% |
$41.5K - $46.5K
|
5.22K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.3KNew |
$656K - $736K
|
13.3K
$888K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-183- 4.2% |
$9.01K - $10.1K
|
4.17K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.4KNew |
$1.1M - $1.24M
|
22.4K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.22% |
$49.3 - $55.2
|
83
$5.53K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.18KNew |
$58K - $65K
|
1.18K
$78.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.76KNew |
$481K - $539K
|
9.76K
$651K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.86K - $3.2K
|
58
$3.87K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.47KNew |
$368K - $412K
|
7.47K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
804+ 5.24% |
$39.6K - $44.4K
|
16.1K
$1.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.65% |
$49.3 - $55.2
|
154
$10.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.65K- 41.24% |
$278K - $312K
|
8.04K
$536K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 25.84% |
$7.03K - $8.31K
|
419
$27.9K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11New |
$530 - $626
|
11
$733
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.45KNew |
$310K - $367K
|
6.45K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-93- 25.14% |
$4.48K - $5.29K
|
277
$18.5K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-819- 14.41% |
$39.4K - $46.6K
|
4.87K
$324K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.3KNew |
$351K - $415K
|
7.3K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$52.4K - $62K
|
1.09K
$72.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$48.2 - $56.9
|
406
$27.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.06KNew |
$292K - $345K
|
6.06K
$404K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
315New |
$15.2K - $17.9K
|
315
$21K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99New |
$4.77K - $5.64K
|
99
$6.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-150- 7.77% |
$7.22K - $8.54K
|
1.78K
$119K
|
|
| Q4 2022 | |||||||
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
48New |
$2.12K - $2.49K
|
48
$3.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
869+ 249.71% |
$38.4K - $45.1K
|
1.22K
$81.1K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
121New |
$5.35K - $6.28K
|
121
$8.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$233K - $273K
|
5.27K
$351K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.03K- 31.73% |
$89.8K - $105K
|
4.37K
$292K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
611New |
$27K - $31.7K
|
611
$40.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.93K- 79.55% |
$85.3K - $100K
|
496
$33.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$21K - $24.6K
|
475
$31.7K
|
|