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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
100+ 5.06% |
$10.8K - $12.1K
|
2.08K
$286K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24New |
$2.59K - $2.9K
|
24
$3.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7New |
$754 - $847
|
7
$963
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.43% |
$108 - $121
|
71
$9.77K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
79.8KNew |
$7.68M - $9.18M
|
79.8K
$11M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.43M
|
12.5K
$1.71M
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.59KNew |
$249K - $298K
|
2.59K
$356K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
1.93KNew |
$186K - $222K
|
1.93K
$266K
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.84KNew |
$177K - $212K
|
1.84K
$254K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.82KNew |
$175K - $209K
|
1.82K
$250K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8KNew |
$173K - $207K
|
1.8K
$248K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.78KNew |
$171K - $205K
|
1.78K
$245K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$14.4K - $17.3K
|
150
$20.6K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
46New |
$4.43K - $5.29K
|
46
$6.33K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$96.3 - $115
|
2.41K
$332K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.68KNew |
$882K - $1.04M
|
9.68K
$1.33M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.25KNew |
$660K - $779K
|
7.25K
$997K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$275K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$275K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.97KNew |
$179K - $212K
|
1.97K
$271K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85KNew |
$168K - $199K
|
1.85K
$254K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
859+ 818.1% |
$78.2K - $92.3K
|
964
$133K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
787+ 41.88% |
$71.7K - $84.6K
|
2.67K
$367K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$67.6K - $79.8K
|
742
$102K
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
500+ 19.8% |
$45.5K - $53.7K
|
3.03K
$416K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$22.9K - $27.1K
|
252
$34.7K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
212+ 6.47% |
$19.3K - $22.8K
|
3.49K
$480K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
200+ 1.64% |
$18.2K - $21.5K
|
12.4K
$1.7M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
77New |
$7.01K - $8.28K
|
77
$10.6K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55New |
$5.01K - $5.91K
|
55
$7.57K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46New |
$4.19K - $4.94K
|
46
$6.33K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.83K
|
2.28K
$313K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
23.7KNew |
$2.09M - $2.33M
|
23.7K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6KNew |
$318K - $354K
|
3.6K
$496K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.16KNew |
$102K - $114K
|
1.16K
$159K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$97.4K - $108K
|
2.21K
$304K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
962New |
$85K - $94.6K
|
962
$132K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
458New |
$40.5K - $45K
|
458
$63K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310New |
$27.4K - $30.5K
|
310
$42.7K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
225New |
$19.9K - $22.1K
|
225
$31K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
76New |
$6.71K - $7.48K
|
76
$10.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.77K - $5.31K
|
54
$7.43K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47New |
$4.15K - $4.62K
|
47
$6.47K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33.9KNew |
N/A
|
33.9K
$4.66M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
N/A
|
133
$18.3K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
3.12K
$430K
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
N/A
|
23
$3.17K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.56% |
N/A
|
178
$24.5K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4KNew |
N/A
|
42.4K
$5.83M
|