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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
428New |
$52.4K - $61K
|
428
$65.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3K+ 6736.73% |
$404K - $470K
|
3.35K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-292- 5.52% |
$35.8K - $41.6K
|
5K
$768K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.09KNew |
$378K - $440K
|
3.09K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 1.36% |
$173K - $201K
|
105K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
586New |
$71.8K - $83.5K
|
586
$90K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.5K- 2.3% |
$1.9M - $2.21M
|
659K
$101M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.52K- 10.44% |
$554K - $644K
|
38.8K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 9.44% |
$1.42M - $1.65M
|
134K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-206- 0.46% |
$25.2K - $29.4K
|
44.5K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.35K+ 16.24% |
$287K - $334K
|
16.8K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 1.11% |
$122 - $143
|
89
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
764+ 1.17% |
$93.6K - $109K
|
65.9K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-100- 5.4% |
$12.2K - $14.3K
|
1.75K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 7.86% |
$257K - $300K
|
28.9K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 26.99% |
$174K - $203K
|
3.85K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.43KNew |
$542K - $631K
|
4.43K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.02K- 6.25% |
$125K - $145K
|
15.3K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-210- 2.39% |
$25.7K - $29.9K
|
8.57K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.62K+ 66.54% |
$321K - $374K
|
6.57K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
145New |
$17.8K - $20.7K
|
145
$22.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19+ 1.28% |
$2.33K - $2.71K
|
1.5K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.45K+ 120.72% |
$300K - $350K
|
4.49K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 38.97% |
$131K - $152K
|
1.67K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 1.55% |
$10.9K - $12.7K
|
5.67K
$870K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $143
|
2.01K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-130- 2.3% |
$15.9K - $18.5K
|
5.51K
$846K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-401- 2.54% |
$49.1K - $57.1K
|
15.4K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
254+ 4.69% |
$31.1K - $36.2K
|
5.67K
$870K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.23K- 2.02% |
$1.13M - $1.31M
|
447K
$68.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.09K- 6.65% |
$133K - $155K
|
15.2K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.38KNew |
$659K - $767K
|
5.38K
$827K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 0.78% |
$122 - $143
|
128
$19.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-186- 3.14% |
$22.8K - $26.5K
|
5.74K
$881K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-23K- 21.61% |
$2.81M - $3.27M
|
83.3K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
236+ 1.68% |
$28.9K - $33.6K
|
14.3K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 0.4% |
$5.02K - $5.84K
|
10.4K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.6K- 18.63% |
$2.52M - $2.93M
|
89.8K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16- 0.68% |
$1.96K - $2.28K
|
2.35K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
17.5K+ 74.33% |
$2.14M - $2.49M
|
41K
$6.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-88- 1.18% |
$10.8K - $12.5K
|
7.37K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-614- 18.02% |
$75.2K - $87.5K
|
2.79K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655New |
$80.2K - $93.3K
|
655
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.37K+ 98.26% |
$290K - $338K
|
4.78K
$734K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.48K- 30.24% |
$182K - $211K
|
3.42K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
16.9KNew |
$2.08M - $2.41M
|
16.9K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 0.82% |
$7.23K - $8.41K
|
7.12K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.81K- 96.89% |
$1.2M - $1.4M
|
315
$48.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
69New |
$8.45K - $9.83K
|
69
$10.6K
|