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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-183- 4.2% |
$9.01K - $10.1K
|
4.17K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.22% |
$49.3 - $55.2
|
83
$5.37K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.4KNew |
$1.1M - $1.24M
|
22.4K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.18KNew |
$58K - $65K
|
1.18K
$76.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.76KNew |
$481K - $539K
|
9.76K
$632K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.86K - $3.2K
|
58
$3.75K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.47KNew |
$368K - $412K
|
7.47K
$483K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
804+ 5.24% |
$39.6K - $44.4K
|
16.1K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.65% |
$49.3 - $55.2
|
154
$9.97K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.65K- 41.24% |
$278K - $312K
|
8.04K
$521K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 25.84% |
$7.03K - $8.31K
|
419
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11New |
$530 - $626
|
11
$712
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.45KNew |
$310K - $367K
|
6.45K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-93- 25.14% |
$4.48K - $5.29K
|
277
$17.9K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-819- 14.41% |
$39.4K - $46.6K
|
4.87K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.3KNew |
$351K - $415K
|
7.3K
$472K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.09KNew |
$52.4K - $62K
|
1.09K
$70.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$48.2 - $56.9
|
406
$26.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.06KNew |
$292K - $345K
|
6.06K
$392K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
315New |
$15.2K - $17.9K
|
315
$20.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99New |
$4.77K - $5.64K
|
99
$6.41K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-150- 7.77% |
$7.22K - $8.54K
|
1.78K
$115K
|
|
| Q4 2022 | |||||||
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
48New |
$2.12K - $2.49K
|
48
$3.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
869+ 249.71% |
$38.4K - $45.1K
|
1.22K
$78.8K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
121New |
$5.35K - $6.28K
|
121
$7.83K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$233K - $273K
|
5.27K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.03K- 31.73% |
$89.8K - $105K
|
4.37K
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
611New |
$27K - $31.7K
|
611
$39.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.93K- 79.55% |
$85.3K - $100K
|
496
$32.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$21K - $24.6K
|
475
$30.7K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.2K- 59.05% |
$480K - $592K
|
7.73K
$500K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.45K- 40.53% |
$62.4K - $77K
|
2.13K
$138K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
430New |
$18.5K - $22.8K
|
430
$27.8K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.31KClosed |
$186K - $229K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-7- 4.9% |
$301 - $372
|
136
$8.8K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.74KClosed |
$426K - $540K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.81KClosed |
$211K - $267K
|
0
$0
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.53K - $1.94K
|
35
$2.27K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.4KClosed |
$1.86M - $2.35M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-56Closed |
$2.45K - $3.11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.01KClosed |
$351K - $445K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$616K - $781K
|
14.1K
$911K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8KClosed |
$559K - $709K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.14KClosed |
$269K - $341K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-8KClosed |
$350K - $444K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-503Closed |
$22K - $27.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.07KClosed |
$222K - $281K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-365- 38.83% |
$16K - $20.3K
|
575
$37.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.61KClosed |
$333K - $422K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
304New |
$13.3K - $16.9K
|
304
$19.7K
|
|