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 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.64M - $1.78M
|
28.3K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$605K - $655K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-711Closed |
$41.3K - $44.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-15.2KClosed |
$882K - $956K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.41KClosed |
$198K - $214K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$2.49K - $2.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.87KNew |
$282K - $306K
|
4.87K
$315K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$26.1K - $28.3K
|
450
$29.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50Closed |
$2.9K - $3.14K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-16.1KClosed |
$935K - $1.01M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
177New |
$10.3K - $11.1K
|
177
$11.5K
|
|
| Q2 2021 | |||||||
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-134KClosed |
$7.79M - $8.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.76KClosed |
$566K - $603K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.42KClosed |
$256K - $273K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.1KClosed |
$1.8M - $1.92M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9.71KClosed |
$564K - $600K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
36New |
$2.09K - $2.22K
|
36
$2.33K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.17KClosed |
$67.6K - $72K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$23.2K - $24.7K
|
400
$25.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-24Closed |
$1.39K - $1.48K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.43KClosed |
$83K - $88.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.74K - $1.85K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$115K - $123K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.36KClosed |
$67.8K - $82.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.5KClosed |
$974K - $1.19M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-150Closed |
$7.49K - $9.16K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
136New |
$5.77K - $6.95K
|
136
$8.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.55KClosed |
$65.7K - $79.3K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-484Closed |
$20.5K - $24.7K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-32.6KClosed |
$1.38M - $1.67M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-175- 54.69% |
$7.42K - $8.95K
|
145
$9.39K
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-6.17KClosed |
$262K - $315K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-310Closed |
$11.6K - $13.8K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.41KClosed |
$89.8K - $107K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-152Closed |
$5.67K - $6.78K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
96+ 64.0% |
$2.31K - $4.12K
|
246
$15.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-534Closed |
$12.9K - $22.9K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-200Closed |
$4.82K - $8.59K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-252Closed |
$6.08K - $10.8K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-169Closed |
$4.07K - $7.26K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-500Closed |
$11.6K - $23K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31KClosed |
$718K - $1.42M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.99KClosed |
$46.1K - $91.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-48.3KClosed |
$1.12M - $2.22M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$2.32K - $4.59K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.9KClosed |
$531K - $1.05M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-23Closed |
$533 - $1.06K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.98KClosed |
$231K - $458K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-196Closed |
$4.54K - $9K
|
0
$0
|
|