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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.46KNew |
$178K - $207K
|
1.46K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$104K - $121K
|
850
$117K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
655New |
$80.2K - $93.3K
|
655
$90K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
428New |
$52.4K - $61K
|
428
$58.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
285+ 0.1% |
$34.9K - $40.6K
|
276K
$37.9M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
212+ 4.03% |
$26K - $30.2K
|
5.47K
$751K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
146New |
$17.9K - $20.8K
|
146
$20.1K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
145New |
$17.8K - $20.7K
|
145
$19.9K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
69New |
$8.45K - $9.83K
|
69
$9.48K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9New |
$1.1K - $1.28K
|
9
$1.24K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$122 - $143
|
2.01K
$276K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$430K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.03% |
$122 - $143
|
3.13K
$430K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.83K+ 202.17% |
$473K - $521K
|
5.72K
$786K
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.29K+ 10.65% |
$406K - $448K
|
34.2K
$4.7M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.97KNew |
$367K - $405K
|
2.97K
$409K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.58KNew |
$318K - $351K
|
2.58K
$354K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.02KNew |
$249K - $275K
|
2.02K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.79KNew |
$221K - $243K
|
1.79K
$245K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.69KNew |
$209K - $230K
|
1.69K
$232K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.54KNew |
$190K - $209K
|
1.54K
$211K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
900New |
$111K - $123K
|
900
$124K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
682+ 29.65% |
$84.3K - $92.9K
|
2.98K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
256+ 14.65% |
$31.6K - $34.9K
|
2K
$275K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
196+ 2.59% |
$24.2K - $26.7K
|
7.77K
$1.07M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
67New |
$8.28K - $9.13K
|
67
$9.21K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
34New |
$4.2K - $4.63K
|
34
$4.67K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
18+ 14.4% |
$2.22K - $2.45K
|
143
$19.7K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$1.73K - $1.91K
|
14
$1.92K
|
|
Q1 2024 | |||||||
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
22KNew |
$2.69M - $3.05M
|
22K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.7KNew |
$1.31M - $1.49M
|
10.7K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.86K+ 271.7% |
$593K - $673K
|
6.65K
$913K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 6.15% |
$307K - $349K
|
43.4K
$5.97M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$190K - $216K
|
1.56K
$214K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$190K - $215K
|
1.55K
$214K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
486+ 607.5% |
$59.4K - $67.3K
|
566
$77.8K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389New |
$47.5K - $53.9K
|
389
$53.5K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
234New |
$28.6K - $32.4K
|
234
$32.2K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
210+ 8.01% |
$25.7K - $29.1K
|
2.83K
$389K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
172+ 1.75% |
$21K - $23.8K
|
10K
$1.37M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111New |
$13.6K - $15.4K
|
111
$15.3K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70New |
$8.55K - $9.7K
|
70
$9.62K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43New |
$5.25K - $5.96K
|
43
$5.91K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$1.79K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$1.34K - $1.52K
|
11
$1.51K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.72% |
$122 - $139
|
59
$8.11K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$577K - $717K
|
5.55K
$762K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.63K+ 4.29% |
$482K - $599K
|
113K
$15.5M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 224.29% |
$452K - $561K
|
6.28K
$862K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$269K - $335K
|
2.59K
$356K
|