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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9+ 0.08% |
$509 - $573
|
11.8K
$760K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.12% |
$283 - $319
|
4.22K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$56.6 - $63.7
|
28.9K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$56.6 - $63.7
|
8.49K
$547K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.6 - $63.7
|
573
$36.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 7.82% |
$985K - $1.08M
|
233K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$466K - $513K
|
8K
$515K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.58KNew |
$209K - $230K
|
3.58K
$231K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.4KNew |
$81.4K - $89.5K
|
1.4K
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
434New |
$25.3K - $27.8K
|
434
$27.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
361New |
$21K - $23.1K
|
361
$23.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
170+ 2.0% |
$9.91K - $10.9K
|
8.66K
$558K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$9.79K - $10.8K
|
168
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 825.0% |
$9.62K - $10.6K
|
185
$11.9K
|
|
| Q1 2024 | |||||||
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
48.9K+ 439.2% |
$2.76M - $3.16M
|
60.1K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
40.6KNew |
$2.29M - $2.62M
|
40.6K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.9K+ 88.62% |
$446K - $510K
|
16.8K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65KNew |
$206K - $235K
|
3.65K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32KNew |
$188K - $214K
|
3.32K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 25.04% |
$144K - $164K
|
12.7K
$819K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
218New |
$12.3K - $14.1K
|
218
$14K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76New |
$4.29K - $4.91K
|
76
$4.89K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$2.37K - $2.71K
|
42
$2.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08KNew |
$378K - $480K
|
8.08K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$170K - $216K
|
3.63K
$234K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.42KNew |
$160K - $203K
|
3.42K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$159K - $202K
|
3.4K
$219K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.61KNew |
$122K - $155K
|
2.61K
$168K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
630New |
$29.5K - $37.4K
|
630
$40.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
565New |
$26.4K - $33.6K
|
565
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
522+ 12.29% |
$24.4K - $31K
|
4.77K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216New |
$10.1K - $12.8K
|
216
$13.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
159New |
$7.44K - $9.45K
|
159
$10.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
110New |
$5.15K - $6.54K
|
110
$7.08K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$230K - $267K
|
4.6K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$206K - $240K
|
4.13K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
137New |
$6.84K - $7.97K
|
137
$8.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$250 - $291
|
5
$322
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
64.4KNew |
$3.17M - $3.55M
|
64.4K
$4.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.4KNew |
$1.1M - $1.24M
|
22.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.3KNew |
$656K - $736K
|
13.3K
$858K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.76KNew |
$481K - $539K
|
9.76K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.47KNew |
$368K - $412K
|
7.47K
$481K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
5.47KNew |
$269K - $302K
|
5.47K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.18KNew |
$58K - $65K
|
1.18K
$75.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
842+ 19.22% |
$41.5K - $46.5K
|
5.22K
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
804+ 5.24% |
$39.6K - $44.4K
|
16.1K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.86K - $3.2K
|
58
$3.73K
|
|