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 |
|---|---|---|---|---|---|---|---|
|
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
$70.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71New |
$4.14K - $4.66K
|
71
$4.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.64KClosed |
$561K - $632K
|
0
$0
|
|
|
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
$65.6K
|
|
|
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
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.64M - $1.78M
|
28.3K
$1.84M
|
|
|
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
$317K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$26.1K - $28.3K
|
450
$29.3K
|
|
|
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 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.42KClosed |
$256K - $273K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.76KClosed |
$566K - $603K
|
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
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.17KClosed |
$67.6K - $72K
|
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
$2.35K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$23.2K - $24.7K
|
400
$26.1K
|
|
|
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
$8.87K
|
|
|
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
$9.45K
|
|
|
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
$16K
|
|
|
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
|
|