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 |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
111+ 1.41% |
$13.6K - $15.4K
|
8.01K
$1.1M
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
252New |
$26.2K - $32.6K
|
252
$34.7K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$104K - $129K
|
1K
$138K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-642- 5.69% |
$66.8K - $83K
|
10.6K
$1.47M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
796New |
$82.8K - $103K
|
796
$110K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 27.47% |
$1.2M - $1.49M
|
30.5K
$4.19M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-792- 31.37% |
$82.4K - $102K
|
1.73K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-99- 5.25% |
$10.3K - $12.8K
|
1.79K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$214K - $266K
|
2.06K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.63KNew |
$169K - $210K
|
1.63K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26.7K+ 28376.6% |
$2.78M - $3.45M
|
26.8K
$3.68M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
56+ 0.94% |
$5.83K - $7.24K
|
6.01K
$827K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.98KNew |
$206K - $256K
|
1.98K
$272K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$269K - $335K
|
2.59K
$356K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$104 - $129
|
428
$58.9K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.2% |
$208 - $259
|
1K
$138K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 224.29% |
$452K - $561K
|
6.28K
$864K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.65KNew |
$171K - $213K
|
1.65K
$227K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
475New |
$49.4K - $61.4K
|
475
$65.4K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-102- 4.65% |
$10.6K - $13.2K
|
2.09K
$288K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$577K - $717K
|
5.55K
$763K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.01KNew |
$209K - $259K
|
2.01K
$276K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$11K - $13.7K
|
106
$14.6K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 11.11% |
$5.83K - $7.24K
|
560
$77.1K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-858- 3.79% |
$89.3K - $111K
|
21.8K
$3M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-694- 30.61% |
$72.2K - $89.8K
|
1.57K
$216K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-834- 28.33% |
$86.8K - $108K
|
2.11K
$290K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44- 1.35% |
$4.58K - $5.69K
|
3.21K
$441K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $129
|
264
$36.3K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124- 16.23% |
$12.9K - $16K
|
640
$88.1K
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.77KNew |
$184K - $229K
|
1.77K
$243K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 4.98% |
$20.8K - $25.9K
|
3.82K
$526K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
200+ 9.29% |
$20.8K - $25.9K
|
2.35K
$324K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.34% |
$104 - $129
|
292
$40.2K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
203+ 6.34% |
$21.1K - $26.3K
|
3.41K
$469K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.63K+ 4.29% |
$482K - $599K
|
113K
$15.5M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-581- 9.38% |
$60.5K - $75.2K
|
5.61K
$772K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 1.12% |
$6.35K - $7.89K
|
5.38K
$740K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.13% |
$2.08K - $2.59K
|
15.9K
$2.19M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.94% |
$2.5K - $3.1K
|
2.58K
$355K
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
105+ 2.82% |
$10.9K - $13.6K
|
3.83K
$527K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 4.24% |
$2.81K - $3.49K
|
664
$91.4K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.24K- 37.97% |
$129K - $161K
|
2.03K
$280K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-839- 8.48% |
$87.3K - $109K
|
9.05K
$1.25M
|
|
Q3 2023 | |||||||
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-270- 31.62% |
$29.1K - $32.7K
|
584
$80.4K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.3K- 73.61% |
$2.29M - $2.58M
|
7.63K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$91.6K - $103K
|
850
$117K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-368- 98.66% |
$39.6K - $44.5K
|
5
$688
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
100+ 5.06% |
$10.8K - $12.1K
|
2.08K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.45K- 27.4% |
$264K - $297K
|
6.5K
$894K
|