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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
46New |
$4.43K - $5.29K
|
46
$6.28K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$14.4K - $17.3K
|
150
$20.5K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.78KNew |
$171K - $205K
|
1.78K
$243K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1K- 94.89% |
$96.6K - $115K
|
54
$7.37K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$186K - $222K
|
1.93K
$263K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.84KNew |
$177K - $212K
|
1.84K
$251K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$22.9K - $27.1K
|
252
$34.4K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
859+ 818.1% |
$78.2K - $92.3K
|
964
$132K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85KNew |
$168K - $199K
|
1.85K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.68KNew |
$882K - $1.04M
|
9.68K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55New |
$5.01K - $5.91K
|
55
$7.51K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46New |
$4.19K - $4.94K
|
46
$6.28K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 68.49% |
$4.55K - $5.37K
|
23
$3.14K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.97KNew |
$179K - $212K
|
1.97K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-44- 0.61% |
$4.01K - $4.73K
|
7.22K
$986K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.83K
|
2.28K
$311K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$67.6K - $79.8K
|
742
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-157- 5.61% |
$14.3K - $16.9K
|
2.64K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-184- 17.13% |
$16.8K - $19.8K
|
890
$121K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.53K- 5.13% |
$140K - $165K
|
28.4K
$3.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
212+ 6.47% |
$19.3K - $22.8K
|
3.49K
$476K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
500+ 19.8% |
$45.5K - $53.7K
|
3.03K
$413K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.25KNew |
$660K - $779K
|
7.25K
$989K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
145+ 2.14% |
$12.3K - $14.3K
|
6.94K
$946K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47New |
$3.99K - $4.62K
|
47
$6.41K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-610- 14.63% |
$51.8K - $60K
|
3.56K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6KNew |
$306K - $354K
|
3.6K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$93.6K - $108K
|
2.21K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
962New |
$81.6K - $94.6K
|
962
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
76New |
$6.45K - $7.48K
|
76
$10.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.58K - $5.31K
|
54
$7.37K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
23.7KNew |
$2.01M - $2.33M
|
23.7K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310New |
$26.3K - $30.5K
|
310
$42.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.16KNew |
$98.1K - $114K
|
1.16K
$158K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
458New |
$38.9K - $45K
|
458
$62.5K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$11.5K - $14.5K
|
133
$18.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 1.86% |
$6.24K - $7.83K
|
3.8K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-293- 7.34% |
$25.4K - $31.9K
|
3.7K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33.9KNew |
$2.94M - $3.68M
|
33.9K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-43- 1.33% |
$3.73K - $4.67K
|
3.2K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.5K- 51.02% |
$217K - $272K
|
2.4K
$328K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$86.7 - $109
|
3.12K
$426K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-278- 10.38% |
$24.1K - $30.2K
|
2.4K
$327K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
$143K - $184K
|
1.57K
$214K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-70Closed |
$6.39K - $8.19K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.06KClosed |
$188K - $241K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
$2.1K - $2.69K
|
23
$3.14K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-148- 5.32% |
$13.5K - $17.3K
|
2.64K
$360K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$646K - $827K
|
0
$0
|
|