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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 81.61% |
$1.42M - $1.61M
|
25.9K
$3.57M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-390- 4.43% |
$47.6K - $54K
|
8.41K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-51- 28.33% |
$6.23K - $7.07K
|
129
$17.8K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
30.7K+ 16.67% |
$3.75M - $4.25M
|
215K
$29.5M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1K- 9.84% |
$2.21M - $2.5M
|
165K
$22.8M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02K- 26.97% |
$124K - $141K
|
2.75K
$378K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-149- 1.01% |
$18.2K - $20.6K
|
14.6K
$2M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.27K- 2.67% |
$155K - $175K
|
46.1K
$6.35M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-257- 14.63% |
$31.4K - $35.6K
|
1.5K
$206K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-750- 35.63% |
$91.6K - $104K
|
1.36K
$186K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.8K- 34.43% |
$1.32M - $1.5M
|
20.6K
$2.84M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-871- 0.89% |
$106K - $121K
|
97.3K
$13.4M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$1.79K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.4K- 9.04% |
$5.18M - $5.87M
|
426K
$58.7M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
44+ 0.27% |
$5.37K - $6.1K
|
16.1K
$2.22M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389New |
$47.5K - $53.9K
|
389
$53.5K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-30- 1.11% |
$3.66K - $4.16K
|
2.68K
$368K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-383- 5.68% |
$46.8K - $53.1K
|
6.36K
$875K
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-46- 1.01% |
$5.62K - $6.37K
|
4.52K
$622K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-189- 0.14% |
$23.1K - $26.2K
|
132K
$18.2M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 6.97% |
$1.38M - $1.57M
|
151K
$20.8M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70New |
$8.55K - $9.7K
|
70
$9.63K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-100- 1.33% |
$12.2K - $13.9K
|
7.42K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.6K+ 7.37% |
$6.18M - $7.01M
|
737K
$101M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20- 1.78% |
$2.44K - $2.77K
|
1.1K
$152K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
168+ 4.0% |
$20.5K - $23.3K
|
4.37K
$602K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 0.28% |
$1.83K - $2.08K
|
5.36K
$737K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49KNew |
$181K - $206K
|
1.49K
$204K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87KNew |
$351K - $398K
|
2.87K
$395K
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-272- 0.76% |
$33.2K - $37.7K
|
35.6K
$4.9M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.18K- 1.08% |
$144K - $164K
|
109K
$14.9M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.11K+ 46.65% |
$868K - $985K
|
22.3K
$3.07M
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
486+ 607.5% |
$59.4K - $67.3K
|
566
$77.9K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$190K - $215K
|
1.55K
$214K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-177- 3.14% |
$21.6K - $24.5K
|
5.47K
$753K
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.5K- 50.0% |
$183K - $208K
|
1.5K
$206K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.7K- 38.49% |
$1.3M - $1.48M
|
17.1K
$2.35M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
172+ 0.96% |
$21K - $23.8K
|
18.1K
$2.48M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.1KNew |
$623K - $707K
|
5.1K
$702K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111New |
$13.6K - $15.4K
|
111
$15.3K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
530+ 13.59% |
$64.7K - $73.4K
|
4.43K
$610K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-643- 4.58% |
$78.5K - $89.1K
|
13.4K
$1.84M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
231+ 11.2% |
$28.2K - $32K
|
2.29K
$316K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
151+ 1.81% |
$18.4K - $20.9K
|
8.51K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
17+ 0.07% |
$2.08K - $2.36K
|
22.8K
$3.13M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 41.04% |
$268K - $304K
|
7.54K
$1.04M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
681New |
$83.2K - $94.4K
|
681
$93.7K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 2.24% |
$20.9K - $23.7K
|
7.45K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.13% |
$489 - $554
|
3.13K
$431K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.02K+ 14.73% |
$369K - $419K
|
23.5K
$3.24M
|