Latest Institutional Purchases of First Tr Exchange Traded Fd Fi (FXL)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
492+ 6.4% |
$56.7K - $77.4K
|
8.18K
$1.29M
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
438New |
$50.5K - $68.9K
|
438
$69.2K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
427New |
$49.2K - $67.2K
|
427
$67.4K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
402+ 252.83% |
$46.3K - $63.3K
|
561
$88.6K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
388+ 12.93% |
$44.7K - $61.1K
|
3.39K
$535K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
359+ 55.83% |
$41.4K - $56.5K
|
1K
$158K
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314New |
$36.2K - $49.4K
|
314
$49.6K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
301+ 1.48% |
$34.7K - $47.4K
|
20.6K
$3.26M
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
232New |
$26.7K - $36.5K
|
232
$36.6K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
205New |
$23.6K - $32.3K
|
205
$32.4K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 7.94% |
$21.9K - $29.9K
|
2.58K
$408K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
189+ 3.11% |
$21.8K - $29.7K
|
6.26K
$989K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
186New |
$21.4K - $29.3K
|
186
$29.4K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 1.15% |
$17.1K - $23.3K
|
13K
$2.05M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
146+ 2.59% |
$16.8K - $23K
|
5.79K
$914K
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
135New |
$15.6K - $21.2K
|
135
$21.3K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$15.3K - $20.9K
|
133
$21K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 19.37% |
$14.1K - $19.2K
|
752
$119K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118New |
$13.6K - $18.6K
|
118
$18.6K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104+ 3.1% |
$12K - $16.4K
|
3.46K
$547K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77+ 4.6% |
$8.88K - $12.1K
|
1.75K
$276K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62+ 1.17% |
$7.15K - $9.76K
|
5.36K
$846K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.95% |
$5.88K - $8.03K
|
5.43K
$858K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43New |
$4.96K - $6.77K
|
43
$6.79K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
40New |
$4.61K - $6.29K
|
40
$6.32K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
35+ 1.05% |
$4.03K - $5.51K
|
3.38K
$534K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5New |
$576 - $787
|
5
$790
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$115 - $157
|
1
$158
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1+ 0.01% |
$115 - $157
|
16.3K
$2.57M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
22.1KNew |
$2.9M - $3.55M
|
22.1K
$3.49M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.69KNew |
$615K - $753K
|
4.69K
$740K
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
3.41KNew |
$447K - $548K
|
3.41K
$539K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.02KNew |
$396K - $486K
|
3.02K
$477K
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.65KNew |
$216K - $265K
|
1.65K
$261K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.55KNew |
$203K - $249K
|
1.55K
$245K
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.01K+ 99.31% |
$132K - $162K
|
2.02K
$319K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$112K - $137K
|
850
$134K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
291New |
$38.2K - $46.8K
|
291
$46K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
112+ 78.32% |
$14.7K - $18K
|
255
$40.3K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
90New |
$11.8K - $14.5K
|
90
$14.2K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 38.98% |
$3.02K - $3.7K
|
82
$13K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.35% |
$131 - $161
|
75
$11.8K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79KNew |
$10.8M - $12.5M
|
79K
$12.5M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.5KNew |
$4.7M - $5.46M
|
34.5K
$5.45M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.4KNew |
$3.06M - $3.55M
|
22.4K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19KNew |
$2.59M - $3.01M
|
19K
$3M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$341K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.05KNew |
$279K - $324K
|
2.05K
$323K
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.72KNew |
$235K - $273K
|
1.72K
$272K
|