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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.74K- 20.07% |
$753K - $922K
|
22.9K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
544+ 0.79% |
$71.4K - $87.4K
|
69.1K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-893- 18.02% |
$117K - $144K
|
4.06K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
90+ 130.43% |
$11.8K - $14.5K
|
159
$25.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-246- 2.7% |
$32.3K - $39.5K
|
8.85K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 6.22% |
$274K - $336K
|
31.5K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-455- 3.76% |
$59.7K - $73.1K
|
11.6K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-150- 0.66% |
$19.7K - $24.1K
|
22.4K
$3.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.65K- 98.96% |
$610K - $747K
|
49
$7.74K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-298- 4.05% |
$39.1K - $47.9K
|
7.06K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
178+ 2.47% |
$23.4K - $28.6K
|
7.37K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-112- 0.68% |
$14.7K - $18K
|
16.3K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-159- 45.56% |
$20.9K - $25.6K
|
190
$30K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-195- 2.84% |
$25.6K - $31.3K
|
6.68K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
112+ 78.32% |
$14.7K - $18K
|
255
$40.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-116- 1.85% |
$15.2K - $18.6K
|
6.15K
$972K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 24.37% |
$142K - $173K
|
3.35K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.16K- 3.67% |
$152K - $187K
|
30.5K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.12K+ 8.41% |
$934K - $1.14M
|
91.8K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 7.56% |
$341K - $418K
|
37K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
495+ 0.49% |
$64.9K - $79.6K
|
102K
$16.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.1K- 58.16% |
$1.46M - $1.79M
|
8.01K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.4K- 52.94% |
$708K - $868K
|
4.8K
$758K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.35% |
$131 - $161
|
75
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-983- 2.24% |
$129K - $158K
|
43K
$6.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.55KNew |
$203K - $249K
|
1.55K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-298- 3.45% |
$39.1K - $47.9K
|
8.34K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-8.68K- 31.79% |
$1.14M - $1.4M
|
18.6K
$2.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$6.56K - $8.04K
|
50
$7.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-359- 35.83% |
$47.1K - $57.7K
|
643
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
22.1KNew |
$2.9M - $3.55M
|
22.1K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 18.78% |
$136K - $166K
|
4.48K
$707K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-428- 2.56% |
$56.2K - $68.8K
|
16.3K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-150- 0.72% |
$19.7K - $24.1K
|
20.7K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 81.29% |
$132K - $162K
|
232
$36.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-279- 40.79% |
$36.6K - $44.8K
|
405
$64K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-378Closed |
$49.6K - $60.8K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-759- 21.45% |
$99.6K - $122K
|
2.78K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.96% |
$172K - $211K
|
43K
$6.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 4.68% |
$692K - $848K
|
108K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-25- 0.17% |
$3.28K - $4.02K
|
15.1K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-59- 2.47% |
$7.74K - $9.48K
|
2.33K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-478- 11.74% |
$62.7K - $76.8K
|
3.6K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-80- 2.86% |
$10.5K - $12.9K
|
2.72K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-374- 5.68% |
$49.1K - $60.1K
|
6.21K
$981K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.8K- 16.18% |
$2.33M - $2.86M
|
92K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-22- 0.66% |
$2.89K - $3.54K
|
3.34K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.09K- 16.15% |
$143K - $175K
|
5.64K
$891K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.78K- 53.18% |
$496K - $608K
|
3.33K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
716+ 11.23% |
$93.9K - $115K
|
7.09K
$1.12M
|