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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.43KNew |
$195K - $226K
|
1.43K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.5KNew |
$4.7M - $5.46M
|
34.5K
$5.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-105- 4.9% |
$14.3K - $16.6K
|
2.04K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68New |
$9.26K - $10.8K
|
68
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 27.17% |
$3.4K - $3.96K
|
67
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 2.5% |
$6.81K - $7.91K
|
1.95K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 8.73% |
$2.72K - $3.17K
|
209
$33K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$341K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
146New |
$17.9K - $20.8K
|
146
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-196- 8.73% |
$24K - $27.9K
|
2.05K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.05K- 9.36% |
$129K - $150K
|
10.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$424K - $493K
|
3.46K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-292- 5.52% |
$35.8K - $41.6K
|
5K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
428New |
$52.4K - $61K
|
428
$67.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-100- 5.4% |
$12.2K - $14.3K
|
1.75K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 38.97% |
$131K - $152K
|
1.67K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
145New |
$17.8K - $20.7K
|
145
$22.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $143
|
2.01K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.81K- 96.89% |
$1.2M - $1.4M
|
315
$49.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655New |
$80.2K - $93.3K
|
655
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
44KNew |
$5.39M - $6.27M
|
44K
$6.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.89KNew |
$231K - $269K
|
1.89K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-82- 61.19% |
$10K - $11.7K
|
52
$8.21K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 9.09% |
$857 - $998
|
70
$11.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.56KNew |
$192K - $223K
|
1.56K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-382- 15.48% |
$46.8K - $54.4K
|
2.09K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 19.26% |
$3.18K - $3.71K
|
109
$17.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.14K- 1.85% |
$384K - $447K
|
166K
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.1K - $1.28K
|
9
$1.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-199- 29.22% |
$24.4K - $28.4K
|
482
$76.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
285+ 0.1% |
$34.9K - $40.6K
|
276K
$43.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-747- 1.47% |
$91.5K - $106K
|
50.2K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-216- 9.84% |
$26.5K - $30.8K
|
1.98K
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46KNew |
$178K - $207K
|
1.46K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-323- 2.44% |
$39.6K - $46K
|
12.9K
$2.04M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.69KNew |
$209K - $230K
|
1.69K
$267K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
67New |
$8.28K - $9.13K
|
67
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$12.4K - $13.6K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
256+ 14.65% |
$31.6K - $34.9K
|
2K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
682+ 29.65% |
$84.3K - $92.9K
|
2.98K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.83K+ 202.17% |
$473K - $521K
|
5.72K
$903K
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.29K+ 10.65% |
$406K - $448K
|
34.2K
$5.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.79KNew |
$221K - $243K
|
1.79K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-54- 2.6% |
$6.67K - $7.36K
|
2.02K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.97KNew |
$367K - $405K
|
2.97K
$470K
|
|