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, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.9KClosed |
$200K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1KNew |
$105K - $125K
|
1K
$149K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.93KClosed |
$837K - $991K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300Closed |
$31.6K - $37.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-825Closed |
$87K - $103K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.89KClosed |
$199K - $236K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$3.16K - $3.75K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-47Closed |
$4.96K - $5.87K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.66KClosed |
$914K - $1.08M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-217Closed |
$22.9K - $27.1K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.5KClosed |
$369K - $437K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-16.5KClosed |
$1.74M - $2.06M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-118Closed |
$10.6K - $13.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
61New |
$5.48K - $6.96K
|
61
$9.09K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-21Closed |
$1.89K - $2.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$8.98K - $11.4K
|
100
$14.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-717Closed |
$64.4K - $81.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-449Closed |
$40.3K - $51.2K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-500Closed |
$44.9K - $57.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.79KClosed |
$149K - $174K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-416Closed |
$34.7K - $40.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-313Closed |
$26.1K - $30.3K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
449New |
$37.4K - $43.4K
|
449
$66.9K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-591Closed |
$49.2K - $57.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.71KClosed |
$142K - $165K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-1.96KClosed |
$163K - $189K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.23KNew |
$353K - $409K
|
4.23K
$631K
|
|
| Q2 2020 | |||||||
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.95KClosed |
$331K - $496K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205+ 2.35% |
$11.4K - $17.1K
|
8.93K
$1.33M
|
|
|
Aug 26, 2020
Q2 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.87KClosed |
$438K - $656K
|
0
$0
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-455Closed |
$25.3K - $37.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-230Closed |
$12.8K - $19.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-363Closed |
$20.2K - $30.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.9KClosed |
$273K - $408K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.85KClosed |
$270K - $404K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-21.7KClosed |
$1.21M - $1.81M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.5KClosed |
$753K - $1.13M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-84Closed |
$4.68K - $7K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.6KClosed |
$701K - $1.05M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-509Closed |
$28.4K - $42.4K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27Closed |
$1.5K - $2.25K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.56KClosed |
$198K - $296K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 16, 2021
Q1 2020
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$118K - $179K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-285Closed |
$14.7K - $22.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-984Closed |
$50.7K - $76.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.31KClosed |
$119K - $180K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-289Closed |
$14.9K - $22.5K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-200Closed |
$10.3K - $15.6K
|
0
$0
|
|