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 |
---|---|---|---|---|---|---|---|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
125New |
$17K - $19.8K
|
125
$17.4K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$13.6K - $15.8K
|
100
$13.9K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.39KNew |
$189K - $220K
|
1.39K
$193K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
227+ 0.5% |
$30.9K - $35.9K
|
46K
$6.4M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.83KNew |
$658K - $764K
|
4.83K
$672K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 21.28% |
$169K - $197K
|
4.59K
$639K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.55KNew |
$348K - $404K
|
2.55K
$355K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.05KNew |
$279K - $324K
|
2.05K
$285K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.69K+ 57.22% |
$502K - $584K
|
10.1K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.86K- 1.84% |
$389K - $452K
|
152K
$21.2M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19KNew |
$2.59M - $3.01M
|
19K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
78.3KNew |
$10.7M - $12.4M
|
78.3K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.03KNew |
$413K - $480K
|
3.03K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.36KNew |
$458K - $532K
|
3.36K
$468K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$457K - $531K
|
3.36K
$467K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16.1K+ 805.0% |
$2.19M - $2.55M
|
18.1K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.6K- 73.82% |
$3.21M - $3.73M
|
8.36K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-237- 0.72% |
$32.3K - $37.5K
|
32.6K
$4.54M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.6K+ 97.05% |
$354K - $411K
|
5.28K
$734K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14- 17.5% |
$1.91K - $2.22K
|
66
$9.18K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-187- 3.45% |
$25.5K - $29.6K
|
5.23K
$728K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.58K- 3.33% |
$760K - $883K
|
162K
$22.5M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.15K- 18.75% |
$429K - $498K
|
13.6K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.1K+ 4.97% |
$286K - $332K
|
44.3K
$6.16M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
167New |
$22.7K - $26.4K
|
167
$23.2K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.8K- 75.62% |
$4.61M - $5.35M
|
10.9K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.37K- 53.97% |
$595K - $692K
|
3.73K
$519K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.8K- 4.22% |
$4.74M - $5.51M
|
790K
$110M
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
10.3KNew |
$1.4M - $1.63M
|
10.3K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
463+ 6.88% |
$63.1K - $73.3K
|
7.19K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18+ 0.23% |
$2.45K - $2.85K
|
7.7K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.14K- 4.75% |
$564K - $655K
|
83.1K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 27.39% |
$1.84M - $2.13M
|
62.7K
$8.73M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-495- 5.94% |
$67.4K - $78.3K
|
7.84K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 3.62% |
$21.8K - $25.3K
|
4.27K
$593K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-229- 1.49% |
$31.2K - $36.2K
|
15.1K
$2.11M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-330- 1.29% |
$44.9K - $52.2K
|
25.3K
$3.52M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 5.88% |
$45.9K - $53.3K
|
6.07K
$845K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.44KNew |
$196K - $227K
|
1.44K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
134+ 3.43% |
$18.2K - $21.2K
|
4.04K
$562K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-764- 31.16% |
$104K - $121K
|
1.69K
$235K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.3K- 98.54% |
$450K - $522K
|
49
$6.82K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 2.73% |
$2.18K - $2.53K
|
570
$79.3K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.65K- 9.52% |
$1.18M - $1.37M
|
82.3K
$11.4M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
875+ 15.43% |
$119K - $138K
|
6.55K
$911K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 4.06% |
$364K - $423K
|
68.5K
$9.53M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693New |
$94.4K - $110K
|
693
$96.4K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
349New |
$47.5K - $55.2K
|
349
$48.5K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.7KNew |
$640K - $744K
|
4.7K
$653K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.22K+ 3.09% |
$302K - $351K
|
74K
$10.3M
|