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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
172+ 1.75% |
$21K - $23.8K
|
10K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 6.15% |
$307K - $349K
|
43.4K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-257- 14.63% |
$31.4K - $35.6K
|
1.5K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389New |
$47.5K - $53.9K
|
389
$59.8K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-30- 1.11% |
$3.66K - $4.16K
|
2.68K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70New |
$8.55K - $9.7K
|
70
$10.8K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
486+ 607.5% |
$59.4K - $67.3K
|
566
$86.9K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.5K- 50.0% |
$183K - $208K
|
1.5K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$190K - $215K
|
1.55K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111New |
$13.6K - $15.4K
|
111
$17K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
235+ 48.55% |
$28.7K - $32.6K
|
719
$110K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$1.34K - $1.52K
|
11
$1.69K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
120+ 5.93% |
$14.7K - $16.6K
|
2.14K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
22KNew |
$2.69M - $3.05M
|
22K
$3.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-227- 56.61% |
$27.7K - $31.5K
|
174
$26.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-160- 27.4% |
$19.5K - $22.2K
|
424
$65.1K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
210+ 8.01% |
$25.7K - $29.1K
|
2.83K
$435K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-30- 71.43% |
$3.66K - $4.16K
|
12
$1.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 71.43% |
$6.11K - $6.93K
|
20
$3.07K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 17.21% |
$7.08K - $8.04K
|
279
$42.9K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-52- 0.47% |
$5.41K - $6.73K
|
11.1K
$1.71M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
252New |
$26.2K - $32.6K
|
252
$38.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$104K - $129K
|
1K
$154K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
796New |
$82.8K - $103K
|
796
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-792- 31.37% |
$82.4K - $102K
|
1.73K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-99- 5.25% |
$10.3K - $12.8K
|
1.79K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.63KNew |
$169K - $210K
|
1.63K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.98KNew |
$206K - $256K
|
1.98K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$269K - $335K
|
2.59K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.2% |
$208 - $259
|
1K
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
475New |
$49.4K - $61.4K
|
475
$73K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.65KNew |
$171K - $213K
|
1.65K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 224.29% |
$452K - $561K
|
6.28K
$964K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$577K - $717K
|
5.55K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$11K - $13.7K
|
106
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 11.11% |
$5.83K - $7.24K
|
560
$86K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-858- 3.79% |
$89.3K - $111K
|
21.8K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-694- 30.61% |
$72.2K - $89.8K
|
1.57K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-834- 28.33% |
$86.8K - $108K
|
2.11K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44- 1.35% |
$4.58K - $5.69K
|
3.21K
$493K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $129
|
264
$40.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-124- 16.23% |
$12.9K - $16K
|
640
$98.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.77KNew |
$184K - $229K
|
1.77K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
200+ 9.29% |
$20.8K - $25.9K
|
2.35K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.34% |
$104 - $129
|
292
$44.9K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.63K+ 4.29% |
$482K - $599K
|
113K
$17.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.94% |
$2.5K - $3.1K
|
2.58K
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 1.12% |
$6.35K - $7.89K
|
5.38K
$826K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-270- 31.62% |
$29.1K - $32.7K
|
584
$89.7K
|
|