Latest Institutional Purchases of First Tr Exchange Traded First (FXG)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded First (FXG) 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.35KNew |
$81.3K - $87K
|
1.35K
$86.5K
|
|
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 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
712+ 16.26% |
$43K - $46K
|
5.09K
$327K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
650+ 12.89% |
$39.2K - $42K
|
5.69K
$365K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
280+ 1.51% |
$16.9K - $18.1K
|
18.8K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 1.79% |
$8.75K - $9.36K
|
8.23K
$528K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
120+ 3.04% |
$7.24K - $7.75K
|
4.06K
$261K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
46New |
$2.78K - $2.97K
|
46
$2.95K
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
7.42KNew |
$453K - $475K
|
7.42K
$476K
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.73KNew |
$289K - $303K
|
4.73K
$303K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$207K - $217K
|
3.38K
$217K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$2.14K - $2.24K
|
35
$2.24K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
366K+ 67.78% |
$21.7M - $23.4M
|
906K
$58.1M
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.6M - $3.88M
|
60.6K
$3.89M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.59K+ 4.51% |
$213K - $230K
|
83.1K
$5.33M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $209K
|
3.26K
$209K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.32K+ 14.9% |
$137K - $148K
|
17.9K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$52.2K - $56.2K
|
879
$56.4K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
339New |
$20.1K - $21.7K
|
339
$21.7K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
251+ 0.36% |
$14.9K - $16.1K
|
69.5K
$4.46M
|
|
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 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
46+ 0.11% |
$2.73K - $2.94K
|
43.5K
$2.79M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44New |
$2.61K - $2.81K
|
44
$2.82K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.3K+ 9.01% |
$1.26M - $1.34M
|
245K
$15.7M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.87KNew |
$489K - $520K
|
7.87K
$505K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.67KNew |
$414K - $441K
|
6.67K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$297K - $316K
|
4.78K
$307K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.87K+ 13.09% |
$178K - $190K
|
24.8K
$1.59M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 882.48% |
$75.1K - $80K
|
1.35K
$86.3K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
240+ 0.89% |
$14.9K - $15.9K
|
27.2K
$1.75M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$12.4K - $13.2K
|
200
$12.8K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 25.0% |
$3.11K - $3.31K
|
250
$16K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
48.5KNew |
$2.84M - $3.2M
|
48.5K
$3.11M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.7KNew |
$687K - $773K
|
11.7K
$752K
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.44KNew |
$377K - $424K
|
6.44K
$413K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.92K+ 2958.5% |
$346K - $390K
|
6.12K
$392K
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.73KNew |
$218K - $246K
|
3.73K
$239K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.63KNew |
$212K - $239K
|
3.63K
$233K
|
|
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 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
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
223KNew |
$13.2M - $15.1M
|
223K
$14.3M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
190KNew |
$11.3M - $12.9M
|
190K
$12.2M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
140KNew |
$8.3M - $9.5M
|
140K
$8.97M
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
117K+ 83.83% |
$6.94M - $7.94M
|
256K
$16.4M
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
26.1KNew |
$1.55M - $1.77M
|
26.1K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.7KNew |
$1.4M - $1.61M
|
23.7K
$1.52M
|