Latest Institutional Transactions on First Tr Exchange Trd Fd Healt (FXH)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Healt (FXH) 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 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-735Closed |
$84.8K - $91.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
70New |
$8.07K - $8.73K
|
70
$7.04K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.85KClosed |
$560K - $605K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-75Closed |
$8.65K - $9.36K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.25KNew |
$605K - $655K
|
5.25K
$528K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-255Closed |
$29.4K - $31.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-62.5KClosed |
$7.21M - $7.8M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.31K - $2.49K
|
20
$2.01K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.84KClosed |
$213K - $230K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-114Closed |
$13.1K - $14.2K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$284K - $307K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-425- 6.57% |
$49K - $53K
|
6.04K
$608K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
825+ 43.6% |
$95.1K - $103K
|
2.72K
$273K
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-2.9KClosed |
$334K - $361K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-587Closed |
$68.7K - $75.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-18- 1.08% |
$2.11K - $2.31K
|
1.65K
$166K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200Closed |
$23.4K - $25.6K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
76.1KNew |
$8.91M - $9.75M
|
76.1K
$7.66M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
43.5KNew |
$5.09M - $5.57M
|
43.5K
$4.38M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-129Closed |
$15.1K - $16.5K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-32- 1.38% |
$3.75K - $4.1K
|
2.29K
$231K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2KClosed |
$1.31M - $1.43M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-500Closed |
$58.5K - $64.1K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.4KClosed |
$281K - $307K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
PUT |
-402KClosed |
$43.9M - $47.3M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.37KClosed |
$478K - $514K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$547 - $588
|
5
$503
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32New |
$3.5K - $3.76K
|
32
$3.22K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39KClosed |
$152K - $163K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-2.76KClosed |
$301K - $324K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.95KClosed |
$213K - $229K
|
0
$0
|
|
Q1 2021 | |||||||
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-121Closed |
$12.5K - $13.8K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$20.6K - $22.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-137Closed |
$14.1K - $15.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.28KClosed |
$338K - $375K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$10.3K - $11.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
464New |
$47.8K - $53.1K
|
464
$46.7K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41KClosed |
$248K - $275K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-400Closed |
$41.2K - $45.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-184Closed |
$18.9K - $21K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-14.2KClosed |
$1.47M - $1.63M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-165Closed |
$17K - $18.9K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-351Closed |
$36.1K - $40.1K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$412 - $458
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-140Closed |
$14.4K - $16K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4KClosed |
$412K - $458K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-305- 21.86% |
$31.4K - $34.9K
|
1.09K
$110K
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-6.63KClosed |
$683K - $759K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
60New |
$5.65K - $6.47K
|
60
$6.04K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-11Closed |
$1.04K - $1.19K
|
0
$0
|