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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-368- 98.66% |
$39.6K - $44.5K
|
5
$768
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
133New |
$14.3K - $16.1K
|
133
$20.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
135New |
$14.5K - $16.3K
|
135
$20.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-293- 52.6% |
$31.6K - $35.5K
|
264
$40.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24New |
$2.59K - $2.9K
|
24
$3.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7New |
$754 - $847
|
7
$1.08K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.4K- 99.29% |
$1.45M - $1.62M
|
96
$14.7K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.59KNew |
$249K - $298K
|
2.59K
$398K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
79.8KNew |
$7.68M - $9.18M
|
79.8K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.43M
|
12.5K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.82KNew |
$175K - $209K
|
1.82K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-325- 13.51% |
$31.3K - $37.4K
|
2.08K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8KNew |
$173K - $207K
|
1.8K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
46New |
$4.43K - $5.29K
|
46
$7.07K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$14.4K - $17.3K
|
150
$23K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.78KNew |
$171K - $205K
|
1.78K
$273K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1K- 94.89% |
$96.6K - $115K
|
54
$8.29K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$186K - $222K
|
1.93K
$296K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.84KNew |
$177K - $212K
|
1.84K
$283K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$22.9K - $27.1K
|
252
$38.7K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
859+ 818.1% |
$78.2K - $92.3K
|
964
$148K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85KNew |
$168K - $199K
|
1.85K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-641- 12.06% |
$58.4K - $68.9K
|
4.68K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.68KNew |
$882K - $1.04M
|
9.68K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55New |
$5.01K - $5.91K
|
55
$8.45K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46New |
$4.19K - $4.94K
|
46
$7.07K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 68.49% |
$4.55K - $5.37K
|
23
$3.53K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.97KNew |
$179K - $212K
|
1.97K
$303K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.83K
|
2.28K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-44- 0.61% |
$4.01K - $4.73K
|
7.22K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$67.6K - $79.8K
|
742
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-157- 5.61% |
$14.3K - $16.9K
|
2.64K
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-184- 17.13% |
$16.8K - $19.8K
|
890
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.53K- 5.13% |
$140K - $165K
|
28.4K
$4.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
212+ 6.47% |
$19.3K - $22.8K
|
3.49K
$536K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.25KNew |
$660K - $779K
|
7.25K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
500+ 19.8% |
$45.5K - $53.7K
|
3.03K
$465K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
145+ 2.14% |
$12.3K - $14.3K
|
6.94K
$1.07M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47New |
$3.99K - $4.62K
|
47
$7.22K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-610- 14.63% |
$51.8K - $60K
|
3.56K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6KNew |
$306K - $354K
|
3.6K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$93.6K - $108K
|
2.21K
$339K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
76New |
$6.45K - $7.48K
|
76
$11.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
962New |
$81.6K - $94.6K
|
962
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.58K - $5.31K
|
54
$8.29K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
23.7KNew |
$2.01M - $2.33M
|
23.7K
$3.64M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310New |
$26.3K - $30.5K
|
310
$47.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
225New |
$19.1K - $22.1K
|
225
$34.6K
|
|