Latest Institutional Transactions on First Tr Exchange Traded First (FXG)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded First (FXG) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24K- 59.31% |
$1.37M - $1.52M
|
16.5K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 9.84% |
$85.6K - $95.1K
|
16.7K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.12K- 57.94% |
$178K - $198K
|
2.26K
$145K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.6KNew |
$434K - $482K
|
7.6K
$487K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-42.4K- 90.18% |
$2.42M - $2.69M
|
4.62K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.23K- 19.03% |
$70.2K - $78K
|
5.24K
$336K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.46KNew |
$197K - $219K
|
3.46K
$222K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$171 - $190
|
1
$64.1
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-201- 2.52% |
$11.5K - $12.7K
|
7.79K
$500K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$399 - $444
|
7
$449
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-443- 10.92% |
$25.3K - $28.1K
|
3.61K
$232K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 157.21% |
$271K - $301K
|
7.78K
$499K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
84+ 0.71% |
$4.79K - $5.32K
|
11.9K
$760K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
389New |
$22.2K - $24.7K
|
389
$25K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 10.11% |
$14.9K - $16.6K
|
2.33K
$149K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$1.43K - $1.58K
|
25
$1.6K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-550- 7.06% |
$31.4K - $34.9K
|
7.24K
$464K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-497- 18.38% |
$28.3K - $31.5K
|
2.21K
$142K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-14.1K- 76.61% |
$803K - $892K
|
4.3K
$276K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-992- 7.98% |
$56.6K - $62.9K
|
11.4K
$733K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.53% |
$57 - $63.4
|
191
$12.3K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-973K- 96.29% |
$55.5M - $61.6M
|
37.5K
$2.4M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$22.8K - $25.3K
|
400
$25.7K
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-264- 2.19% |
$15.1K - $16.7K
|
11.8K
$757K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-44- 2.21% |
$2.51K - $2.79K
|
1.95K
$125K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 26.19% |
$60.2K - $66.9K
|
2.97K
$191K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
712+ 16.26% |
$43K - $46K
|
5.09K
$327K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.6K- 97.74% |
$823K - $881K
|
315
$20.2K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.31K- 34.53% |
$139K - $149K
|
4.37K
$280K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46New |
$2.78K - $2.97K
|
46
$2.95K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 1.79% |
$8.75K - $9.36K
|
8.23K
$528K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 25.7% |
$74.7K - $79.9K
|
3.58K
$230K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
650+ 12.89% |
$39.2K - $42K
|
5.69K
$365K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.18K+ 3.8% |
$71.4K - $76.4K
|
32.3K
$2.07M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-211K- 96.55% |
$12.7M - $13.6M
|
7.55K
$484K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
280+ 1.51% |
$16.9K - $18.1K
|
18.8K
$1.21M
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-332- 0.74% |
$20K - $21.4K
|
44.5K
$2.86M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 8.51% |
$65.3K - $69.9K
|
11.6K
$746K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-420- 9.94% |
$25.3K - $27.1K
|
3.81K
$244K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.35KNew |
$81.3K - $87K
|
1.35K
$86.5K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
9.17KNew |
$553K - $592K
|
9.17K
$588K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-298- 3.99% |
$18K - $19.2K
|
7.18K
$460K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 1.04% |
$3.02K - $3.23K
|
4.78K
$307K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
120+ 3.04% |
$7.24K - $7.75K
|
4.06K
$261K
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.73KNew |
$289K - $303K
|
4.73K
$303K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$2.14K - $2.24K
|
35
$2.24K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.3KClosed |
$201K - $211K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.3K- 73.42% |
$2.04M - $2.13M
|
12.1K
$774K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.75K- 47.89% |
$229K - $240K
|
4.08K
$262K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.18K- 13.53% |
$255K - $267K
|
26.7K
$1.71M
|