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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-187K- 88.29% |
$11.5M - $12.8M
|
24.9K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 25.14% |
$66.1K - $73.5K
|
3.2K
$205K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-284- 66.98% |
$17.5K - $19.5K
|
140
$8.99K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 2.46% |
$6.16K - $6.85K
|
3.96K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 9.52% |
$616 - $685
|
95
$6.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.52K- 41.36% |
$401K - $446K
|
9.24K
$593K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.89KNew |
$486K - $540K
|
7.89K
$506K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.25K+ 34.35% |
$200K - $223K
|
12.7K
$816K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.77KNew |
$232K - $258K
|
3.77K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$12.4K - $13.8K
|
201
$12.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-165- 0.55% |
$10.2K - $11.3K
|
29.9K
$1.92M
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
704New |
$40.2K - $44.6K
|
704
$45.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30New |
$1.71K - $1.9K
|
30
$1.93K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.15K+ 116.4% |
$237K - $263K
|
7.72K
$495K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
91New |
$5.19K - $5.77K
|
91
$5.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.62KNew |
$206K - $229K
|
3.62K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$171 - $190
|
1
$64.2
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$399 - $444
|
7
$449
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 157.21% |
$271K - $301K
|
7.78K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$1.43K - $1.58K
|
25
$1.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
389New |
$22.2K - $24.7K
|
389
$25K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-992- 7.98% |
$56.6K - $62.9K
|
11.4K
$734K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-14.1K- 76.61% |
$803K - $892K
|
4.3K
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-973K- 96.29% |
$55.5M - $61.6M
|
37.5K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-44- 2.21% |
$2.51K - $2.79K
|
1.95K
$125K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-264- 2.19% |
$15.1K - $16.7K
|
11.8K
$758K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$22.8K - $25.3K
|
400
$25.7K
|
|
|
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
|
Fulcrum Equity Management
|
SELL
|
- |
-2.31K- 34.53% |
$139K - $149K
|
4.37K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.6K- 97.74% |
$823K - $881K
|
315
$20.2K
|
|
|
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
|
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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 25.7% |
$74.7K - $79.9K
|
3.58K
$230K
|
|
|
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
$747K
|
|
|
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 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-298- 3.99% |
$18K - $19.2K
|
7.18K
$461K
|
|
|
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
$2.25K
|
|
|
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
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$207K - $217K
|
3.38K
$217K
|
|