Latest Institutional Purchases of First Tr Exchange Traded Fd (FXD)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FXD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
853+ 2.52% |
$52.9K - $58.4K
|
34.7K
$2.24M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
786+ 4.18% |
$48.8K - $53.9K
|
19.6K
$1.27M
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
593+ 4.07% |
$36.8K - $40.6K
|
15.2K
$981K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
550New |
$34.1K - $37.7K
|
550
$35.6K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
264+ 2.48% |
$16.4K - $18.1K
|
10.9K
$706K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
198+ 3.49% |
$12.3K - $13.6K
|
5.86K
$380K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
166+ 0.69% |
$10.3K - $11.4K
|
24.2K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
146+ 3.86% |
$9.06K - $10K
|
3.93K
$254K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
134New |
$8.31K - $9.18K
|
134
$8.67K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
131+ 1.24% |
$8.13K - $8.98K
|
10.7K
$692K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
104New |
$6.45K - $7.13K
|
104
$6.73K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$4.47K - $4.93K
|
72
$4.66K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
66New |
$4.1K - $4.52K
|
66
$4.27K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
64New |
$3.97K - $4.39K
|
64
$4.14K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.14% |
$372 - $411
|
4.23K
$274K
|
|
Q3 2024 | |||||||
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38KNew |
$191K - $216K
|
3.38K
$219K
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.32K+ 134.1% |
$188K - $212K
|
5.8K
$375K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$182K - $206K
|
3.23K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 0.64% |
$143K - $161K
|
396K
$25.7M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
304New |
$17.2K - $19.4K
|
304
$19.7K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
175New |
$9.9K - $11.2K
|
175
$11.3K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
135New |
$7.63K - $8.6K
|
135
$8.74K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
108+ 0.11% |
$6.11K - $6.88K
|
98.4K
$6.37M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
17New |
$961 - $1.08K
|
17
$1.1K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$396K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
434New |
$25.3K - $27.8K
|
434
$28.1K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
361New |
$21K - $23.1K
|
361
$23.4K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$9.79K - $10.8K
|
168
$10.9K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 825.0% |
$9.62K - $10.6K
|
185
$12K
|
|
Q1 2024 | |||||||
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
48.9K+ 439.2% |
$2.76M - $3.16M
|
60.1K
$3.89M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
40.6KNew |
$2.29M - $2.62M
|
40.6K
$2.63M
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.9K+ 88.62% |
$446K - $510K
|
16.8K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32KNew |
$188K - $214K
|
3.32K
$215K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 25.04% |
$144K - $164K
|
12.7K
$824K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
218New |
$12.3K - $14.1K
|
218
$14.1K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76New |
$4.29K - $4.91K
|
76
$4.92K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$2.37K - $2.71K
|
42
$2.72K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$235K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.42KNew |
$160K - $203K
|
3.42K
$221K
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$159K - $202K
|
3.4K
$220K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.61KNew |
$122K - $155K
|
2.61K
$169K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
630New |
$29.5K - $37.4K
|
630
$40.8K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565New |
$26.4K - $33.6K
|
565
$36.6K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
522+ 12.29% |
$24.4K - $31K
|
4.77K
$309K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216New |
$10.1K - $12.8K
|
216
$14K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159New |
$7.44K - $9.45K
|
159
$10.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
110New |
$5.15K - $6.54K
|
110
$7.12K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$230K - $267K
|
4.6K
$298K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
137New |
$6.84K - $7.97K
|
137
$8.87K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$250 - $291
|
5
$324
|