Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXL)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXL) 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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.45% |
$7.22K - $8.39K
|
11.7K
$1.84M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79KNew |
$10.8M - $12.5M
|
79K
$12.4M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
575+ 4.02% |
$78.3K - $91K
|
14.9K
$2.33M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.81K- 3.59% |
$656K - $762K
|
129K
$20.3M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 0.09% |
$681 - $791
|
5.66K
$889K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
720+ 17.0% |
$98K - $114K
|
4.96K
$778K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-347- 11.5% |
$47.3K - $54.9K
|
2.67K
$419K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
443KNew |
$60.3M - $70.1M
|
443K
$69.6M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.36K+ 1.02% |
$186K - $216K
|
135K
$21.2M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-18.5K- 45.0% |
$2.52M - $2.92M
|
22.6K
$3.54M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.52KNew |
$207K - $241K
|
1.52K
$239K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
162+ 0.83% |
$22.1K - $25.6K
|
19.6K
$3.08M
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
15.1KNew |
$2.06M - $2.39M
|
15.1K
$2.37M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 4.7% |
$66.6K - $77.4K
|
9.91K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.36K+ 52.55% |
$321K - $373K
|
6.84K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-237- 2.54% |
$32.3K - $37.5K
|
9.1K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36+ 1.53% |
$4.9K - $5.7K
|
2.39K
$375K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.7K- 51.15% |
$231K - $269K
|
1.62K
$255K
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.55KNew |
$212K - $246K
|
1.55K
$244K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.4KNew |
$3.06M - $3.55M
|
22.4K
$3.52M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 1.34% |
$35.3K - $41K
|
19.1K
$3.01M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.63K- 28.82% |
$222K - $258K
|
4.03K
$633K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.85% |
$5.45K - $6.33K
|
4.69K
$736K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.5K- 3.33% |
$477K - $554K
|
102K
$16M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-540- 1.21% |
$73.5K - $85.5K
|
44K
$6.9M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-255- 1.5% |
$34.7K - $40.4K
|
16.7K
$2.62M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
143New |
$19.5K - $22.6K
|
143
$22.5K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.01% |
$13.6K - $15.8K
|
2.39K
$376K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.69K- 12.25% |
$230K - $267K
|
12.1K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
661New |
$90K - $105K
|
661
$104K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 7.76% |
$15.3K - $17.7K
|
1.33K
$209K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
22+ 0.5% |
$3K - $3.48K
|
4.46K
$700K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 4.49% |
$6.81K - $7.91K
|
1.06K
$167K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.37K- 57.53% |
$187K - $217K
|
1.01K
$159K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-2K- 40.0% |
$272K - $317K
|
3K
$471K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2+ 8.7% |
$272 - $317
|
25
$3.93K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.55KNew |
$1.03M - $1.19M
|
7.55K
$1.19M
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.8K+ 52.61% |
$245K - $284K
|
5.21K
$818K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42New |
$5.72K - $6.65K
|
42
$6.6K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42KNew |
$193K - $225K
|
1.42K
$223K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 1.8% |
$37.4K - $43.5K
|
15K
$2.35M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$6.81K - $7.91K
|
50
$7.85K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45- 2.99% |
$6.13K - $7.12K
|
1.46K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
251+ 2.77% |
$34.2K - $39.7K
|
9.31K
$1.46M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
243+ 3.41% |
$33.1K - $38.5K
|
7.36K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$965K - $1.12M
|
7.09K
$1.11M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.22K- 13.45% |
$710K - $825K
|
33.6K
$5.27M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
112+ 0.69% |
$15.3K - $17.7K
|
16.4K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.5KNew |
$4.7M - $5.46M
|
34.5K
$5.42M
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-9.15K- 25.09% |
$1.25M - $1.45M
|
27.3K
$4.29M
|