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 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-32.9KClosed |
$3.44M - $4.32M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$163K - $204K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.34KClosed |
$350K - $439K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$161K - $202K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.64KClosed |
$171K - $215K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-328Closed |
$34.3K - $43.1K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$1.66M - $1.89M
|
13.7K
$2.03M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-97Closed |
$11.8K - $13.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-69Closed |
$8.4K - $9.55K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-39KClosed |
$4.74M - $5.39M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.22KClosed |
$392K - $445K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300Closed |
$36.5K - $41.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-28.9KClosed |
$3.52M - $4M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-85Closed |
$10.3K - $11.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
249New |
$30.3K - $34.5K
|
249
$37.1K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15KClosed |
$1.82M - $2.07M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.81MClosed |
$585M - $665M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.73KClosed |
$210K - $239K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.65KClosed |
$201K - $229K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16Closed |
$1.95K - $2.21K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-700- 21.75% |
$85.2K - $96.9K
|
2.52K
$375K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-384- 66.09% |
$46.7K - $53.1K
|
197
$29.3K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-48- 13.79% |
$5.74K - $6.24K
|
300
$44.7K
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-99- 7.32% |
$11.8K - $12.9K
|
1.25K
$187K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.09KClosed |
$370K - $402K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-17KClosed |
$2.03M - $2.2M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.3KNew |
$3.74M - $4.07M
|
31.3K
$4.66M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-11.7KClosed |
$1.4M - $1.52M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
6+ 35.29% |
$718 - $780
|
23
$3.43K
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-3.2KClosed |
$383K - $416K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17KClosed |
$128K - $146K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.6KClosed |
$1.38M - $1.57M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.44KClosed |
$598K - $681K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.49KClosed |
$494K - $562K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-13Closed |
$1.43K - $1.63K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-154Closed |
$16.9K - $19.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.49KClosed |
$494K - $562K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.94KClosed |
$213K - $243K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.21KClosed |
$133K - $151K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-313Closed |
$34.4K - $39.2K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-275Closed |
$30.2K - $34.4K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-310Closed |
$34.1K - $38.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-922Closed |
$101K - $115K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.65KNew |
$181K - $206K
|
1.65K
$245K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-49Closed |
$5.39K - $6.13K
|
0
$0
|
|
Q1 2021 | |||||||
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 43.92% |
$13.7K - $16.2K
|
166
$24.7K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-194Closed |
$20.5K - $24.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-205Closed |
$21.6K - $25.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.09KNew |
$115K - $136K
|
1.09K
$162K
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.4KClosed |
$1.2M - $1.43M
|
0
$0
|