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 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13+ 0.26% |
$569 - $721
|
4.98K
$323K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-110- 50.0% |
$4.82K - $6.1K
|
110
$7.12K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.89KClosed |
$170K - $216K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-129- 0.57% |
$5.65K - $7.16K
|
22.6K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$131 - $166
|
7.69K
$498K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
227New |
$9.94K - $12.6K
|
227
$14.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-9.74KClosed |
$426K - $540K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
265New |
$11.6K - $14.7K
|
265
$17.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-463Closed |
$20.3K - $25.7K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-15.5KClosed |
$680K - $862K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.73K- 33.9% |
$426K - $540K
|
19K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-824Closed |
$36.1K - $45.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-46.7KClosed |
$2.05M - $2.59M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7New |
$306 - $388
|
7
$453
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.32KClosed |
$408K - $517K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
26+ 0.19% |
$1.14K - $1.44K
|
13.5K
$873K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.39KClosed |
$367K - $466K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.96KNew |
$85.8K - $109K
|
1.96K
$127K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-59Closed |
$2.58K - $3.27K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32KClosed |
$57.9K - $73.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8.64KClosed |
$378K - $480K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
465New |
$20.4K - $25.8K
|
465
$30.1K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-5.79KClosed |
$253K - $321K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 33.33% |
$8.76K - $11.1K
|
400
$25.9K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-451Closed |
$23.3K - $28.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-391Closed |
$20.2K - $24.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$680K - $823K
|
13.1K
$851K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.93KClosed |
$203K - $246K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$20.7K - $25K
|
400
$25.9K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$259 - $313
|
5
$324
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$621 - $751
|
12
$777
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.23KClosed |
$63.4K - $76.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-547Closed |
$28.3K - $34.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-300Closed |
$15.5K - $18.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-350Closed |
$18.1K - $21.9K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-4.76KClosed |
$246K - $298K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.4KClosed |
$176K - $213K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.42KClosed |
$280K - $339K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-71Closed |
$3.67K - $4.45K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$63.1K - $71K
|
1.08K
$70.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.64KClosed |
$561K - $632K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71New |
$4.14K - $4.66K
|
71
$4.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.14KClosed |
$300K - $337K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-798KClosed |
$46.5M - $52.3M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01KNew |
$58.7K - $66K
|
1.01K
$65.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-11.1KClosed |
$646K - $728K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-128KClosed |
$7.47M - $8.41M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.54KClosed |
$206K - $232K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$211K - $237K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-32Closed |
$1.86K - $2.1K
|
0
$0
|
|