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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$207K - $217K
|
3.38K
$217K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.17K- 9.6% |
$377K - $395K
|
58.1K
$3.73M
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
7.42KNew |
$453K - $475K
|
7.42K
$476K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-682- 8.53% |
$41.7K - $43.7K
|
7.31K
$469K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-57.2K- 74.22% |
$3.5M - $3.66M
|
19.9K
$1.28M
|
|
Q1 2023 | |||||||
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-53- 10.88% |
$3.14K - $3.39K
|
434
$27.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.27K- 99.97% |
$194K - $209K
|
1
$64.1
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.6M - $3.88M
|
60.6K
$3.89M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
339New |
$20.1K - $21.7K
|
339
$21.7K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 10.71% |
$2.14K - $2.3K
|
300
$19.2K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
251+ 0.36% |
$14.9K - $16.1K
|
69.5K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.61K- 52.38% |
$273K - $295K
|
4.19K
$269K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$52.2K - $56.2K
|
879
$56.4K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44New |
$2.61K - $2.81K
|
44
$2.82K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 14.9% |
$137K - $148K
|
17.9K
$1.15M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
366K+ 67.78% |
$21.7M - $23.4M
|
906K
$58.1M
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
46+ 0.11% |
$2.73K - $2.94K
|
43.5K
$2.79M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $209K
|
3.26K
$209K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-92.1K- 94.59% |
$5.46M - $5.89M
|
5.26K
$338K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.59K+ 4.51% |
$213K - $230K
|
83.1K
$5.33M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
145New |
$8.6K - $9.28K
|
145
$9.3K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.44K - $3.71K
|
58
$3.72K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-130- 8.13% |
$7.71K - $8.32K
|
1.47K
$94.3K
|
|
Q4 2022 | |||||||
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-675- 6.82% |
$42K - $44.6K
|
9.22K
$591K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 0.57% |
$3.67K - $3.9K
|
10.2K
$655K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 882.48% |
$75.1K - $80K
|
1.35K
$86.3K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-694K- 98.41% |
$43.1M - $45.9M
|
11.2K
$721K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$297K - $316K
|
4.78K
$307K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.87KNew |
$489K - $520K
|
7.87K
$505K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.3K+ 9.01% |
$1.26M - $1.34M
|
245K
$15.7M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.79K- 48.2% |
$111K - $119K
|
1.93K
$124K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 25.0% |
$3.11K - $3.31K
|
250
$16K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.67KNew |
$414K - $441K
|
6.67K
$428K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.87K+ 13.09% |
$178K - $190K
|
24.8K
$1.59M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$12.4K - $13.2K
|
200
$12.8K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
240+ 0.89% |
$14.9K - $15.9K
|
27.2K
$1.75M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-352- 2.03% |
$21.9K - $23.3K
|
17K
$1.09M
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$11.7K - $13.2K
|
200
$12.8K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
154New |
$9.02K - $10.2K
|
154
$9.88K
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.73KNew |
$218K - $246K
|
3.73K
$239K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.08KNew |
$122K - $137K
|
2.08K
$133K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
669+ 14.43% |
$39.2K - $44.1K
|
5.31K
$340K
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
48.5KNew |
$2.84M - $3.2M
|
48.5K
$3.11M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.63KNew |
$212K - $239K
|
3.63K
$233K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.92K+ 2958.5% |
$346K - $390K
|
6.12K
$392K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-83.9KClosed |
$4.91M - $5.53M
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.44KNew |
$377K - $424K
|
6.44K
$413K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.7KNew |
$687K - $773K
|
11.7K
$752K
|
|
Q2 2022 | |||||||
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-224Closed |
$13.3K - $15.2K
|
0
$0
|