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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.4K- 14.19% |
$3.05M - $3.54M
|
135K
$21.4M
|
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.72KNew |
$235K - $273K
|
1.72K
$272K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
344New |
$46.8K - $54.4K
|
344
$54.3K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-372- 1.08% |
$50.7K - $58.9K
|
34.1K
$5.39M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
125New |
$17K - $19.8K
|
125
$19.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$13.6K - $15.8K
|
100
$15.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 21.28% |
$169K - $197K
|
4.59K
$726K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.05KNew |
$279K - $324K
|
2.05K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14- 17.5% |
$1.91K - $2.22K
|
66
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16.1K+ 805.0% |
$2.19M - $2.55M
|
18.1K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$457K - $531K
|
3.36K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19KNew |
$2.59M - $3.01M
|
19K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 3.62% |
$21.8K - $25.3K
|
4.27K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
167New |
$22.7K - $26.4K
|
167
$26.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.3K- 98.54% |
$450K - $522K
|
49
$7.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-764- 31.16% |
$104K - $121K
|
1.69K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.44KNew |
$196K - $227K
|
1.44K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
337+ 5.88% |
$45.9K - $53.3K
|
6.07K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693New |
$94.4K - $110K
|
693
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160+ 16.0% |
$21.8K - $25.3K
|
1.16K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 3.37% |
$409 - $475
|
86
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29- 0.47% |
$3.95K - $4.59K
|
6.1K
$963K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
729New |
$99.3K - $115K
|
729
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80New |
$10.9K - $12.7K
|
80
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-74- 1.37% |
$10.1K - $11.7K
|
5.31K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-532- 95.0% |
$72.4K - $84.2K
|
28
$4.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.99% |
$2.86K - $3.32K
|
2.14K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.89KNew |
$666K - $774K
|
4.89K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.59K - $3.01K
|
19
$3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
650New |
$88.5K - $103K
|
650
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.78% |
$136 - $158
|
129
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79KNew |
$10.8M - $12.5M
|
79K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.45% |
$7.22K - $8.39K
|
11.7K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.52KNew |
$207K - $241K
|
1.52K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.7K- 51.15% |
$231K - $269K
|
1.62K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.55KNew |
$212K - $246K
|
1.55K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.4KNew |
$3.06M - $3.55M
|
22.4K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.01% |
$13.6K - $15.8K
|
2.39K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40- 0.85% |
$5.45K - $6.33K
|
4.69K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 7.76% |
$15.3K - $17.7K
|
1.33K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
661New |
$90K - $105K
|
661
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
22+ 0.5% |
$3K - $3.48K
|
4.46K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 4.49% |
$6.81K - $7.91K
|
1.06K
$168K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 1.8% |
$37.4K - $43.5K
|
15K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42New |
$5.72K - $6.65K
|
42
$6.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
2+ 8.7% |
$272 - $317
|
25
$3.95K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
7.09KNew |
$965K - $1.12M
|
7.09K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-45- 2.99% |
$6.13K - $7.12K
|
1.46K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 4.49% |
$16.3K - $19K
|
2.8K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$1.77K - $2.06K
|
2.18K
$344K
|