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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.46KClosed |
$472K - $577K
|
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
$9.07K
|
|
|
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
$9.67K
|
|
|
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
$16.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-534Closed |
$12.9K - $22.9K
|
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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100Closed |
$2.32K - $4.59K
|
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
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.99KClosed |
$46.1K - $91.4K
|
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
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.4KClosed |
$242K - $479K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-196Closed |
$4.54K - $9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-81.6KClosed |
$1.89M - $3.75M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Old National Bancorp
|
SELL
|
- |
-6.3KClosed |
$146K - $289K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-1.51KClosed |
$34.9K - $69.2K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.24KClosed |
$145K - $287K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-732Closed |
$29.7K - $33.4K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-94Closed |
$3.81K - $4.29K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.7KClosed |
$231K - $260K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.79KClosed |
$271K - $300K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-202Closed |
$8.05K - $8.92K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.44KClosed |
$336K - $373K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.02KClosed |
$320K - $354K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.1KClosed |
$163K - $181K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.09KClosed |
$83.6K - $92.9K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.45KClosed |
$97.9K - $109K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.94KClosed |
$118K - $131K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-468Closed |
$18.7K - $20.8K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-163Closed |
$6.52K - $7.25K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-162Closed |
$6.48K - $7.2K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-47KClosed |
$1.88M - $2.09M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
D.B. Root & Company, LLC
|
SELL
|
- |
-14.8KClosed |
$591K - $657K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-466Closed |
$17.1K - $19.7K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-699Closed |
$25.7K - $29.5K
|
0
$0
|
|