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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11New |
$530 - $626
|
11
$685
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.25% |
$48.2 - $56.9
|
406
$25.3K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.27KNew |
$233K - $273K
|
5.27K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
869+ 249.71% |
$38.4K - $45.1K
|
1.22K
$75.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
611New |
$27K - $31.7K
|
611
$38.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
475New |
$21K - $24.6K
|
475
$29.6K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
121New |
$5.35K - $6.28K
|
121
$7.54K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
48New |
$2.12K - $2.49K
|
48
$2.99K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
430New |
$18.5K - $22.8K
|
430
$26.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$616K - $781K
|
14.1K
$876K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.96KNew |
$85.8K - $109K
|
1.96K
$122K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
465New |
$20.4K - $25.8K
|
465
$29K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
304New |
$13.3K - $16.9K
|
304
$18.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
265New |
$11.6K - $14.7K
|
265
$16.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
227New |
$9.94K - $12.6K
|
227
$14.1K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
35New |
$1.53K - $1.94K
|
35
$2.18K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
26+ 0.19% |
$1.14K - $1.44K
|
13.5K
$840K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13+ 0.26% |
$569 - $721
|
4.98K
$310K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7New |
$306 - $388
|
7
$436
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$131 - $166
|
7.69K
$479K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$680K - $823K
|
13.1K
$819K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$20.7K - $25K
|
400
$24.9K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$621 - $751
|
12
$747
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$259 - $313
|
5
$311
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.08KNew |
$63.1K - $71K
|
1.08K
$67.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01KNew |
$58.7K - $66K
|
1.01K
$62.7K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
500New |
$29.1K - $32.8K
|
500
$31.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
71New |
$4.14K - $4.66K
|
71
$4.42K
|
|
| Q3 2021 | |||||||
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
28.3KNew |
$1.64M - $1.78M
|
28.3K
$1.76M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.1K+ 411.67% |
$993K - $1.08M
|
21.3K
$1.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.87KNew |
$282K - $306K
|
4.87K
$303K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450New |
$26.1K - $28.3K
|
450
$28K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
177New |
$10.3K - $11.1K
|
177
$11K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$23.2K - $24.7K
|
400
$24.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
36New |
$2.09K - $2.22K
|
36
$2.24K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
136New |
$5.77K - $6.95K
|
136
$8.47K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
96+ 64.0% |
$2.31K - $4.12K
|
246
$15.3K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
101KNew |
$4.25M - $4.46M
|
101K
$6.32M
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
15New |
$629 - $660
|
15
$934
|
|
| Q1 2018 | |||||||
|
May 08, 2018
Q1 2018
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$16K - $18.1K
|
400
$24.9K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$38.1 - $38.4
|
1
$62.3
|
|