Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXN)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXN) 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 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-424K- 78.31% |
$6.18M - $7.53M
|
117K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2K- 9.41% |
$29.2K - $35.6K
|
19.3K
$334K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-293K- 31.69% |
$4.27M - $5.21M
|
632K
$10.9M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.85K- 20.77% |
$85.3K - $104K
|
22.3K
$387K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.1KNew |
$556K - $678K
|
38.1K
$661K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879+ 3.17% |
$12.8K - $15.6K
|
28.6K
$496K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17KNew |
$247K - $302K
|
17K
$294K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
32.5K+ 4.86% |
$475K - $579K
|
703K
$12.2M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15.9K+ 26.7% |
$232K - $283K
|
75.6K
$1.31M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-49.6K- 18.17% |
$723K - $882K
|
223K
$3.87M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.37KNew |
$78.2K - $95.4K
|
5.37K
$93K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
739New |
$10.8K - $13.1K
|
739
$12.8K
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.49K+ 11.6% |
$36.2K - $44.2K
|
23.9K
$414K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
271New |
$3.95K - $4.82K
|
271
$4.7K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.86KNew |
$70.8K - $86.3K
|
4.86K
$84.2K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.44K+ 29.79% |
$50.1K - $61.1K
|
15K
$260K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
72+ 5.55% |
$1.05K - $1.28K
|
1.37K
$23.7K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 80.06% |
$14.6K - $17.8K
|
249
$4.32K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.02K+ 24.38% |
$102K - $125K
|
35.8K
$621K
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-201K- 94.62% |
$2.94M - $3.58M
|
11.5K
$199K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.74K- 29.35% |
$113K - $138K
|
18.6K
$323K
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6.75K- 30.07% |
$98.4K - $120K
|
15.7K
$272K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.81K+ 34.11% |
$84.8K - $103K
|
22.9K
$396K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-6.4K- 2.21% |
$93.4K - $114K
|
283K
$4.9M
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61.8K+ 221.01% |
$1.02M - $1.2M
|
89.8K
$1.56M
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
17KNew |
$279K - $330K
|
17K
$294K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.36K+ 21.72% |
$55.2K - $65.1K
|
18.8K
$326K
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
19.5KNew |
$320K - $378K
|
19.5K
$337K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
20.7K+ 2.11% |
$340K - $401K
|
999K
$17.3M
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.08M- 94.15% |
$17.8M - $21M
|
67.4K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
10.5KNew |
$173K - $204K
|
10.5K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
86.7KNew |
$1.42M - $1.68M
|
86.7K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.5KNew |
$469K - $553K
|
28.5K
$494K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-536- 5.33% |
$8.81K - $10.4K
|
9.51K
$165K
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-590- 5.21% |
$9.7K - $11.4K
|
10.7K
$186K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.6K+ 47.1% |
$223K - $264K
|
42.4K
$736K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
38.4KNew |
$631K - $744K
|
38.4K
$665K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11.8KNew |
$194K - $229K
|
11.8K
$204K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.36K+ 14.26% |
$71.7K - $84.6K
|
34.9K
$605K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
583+ 2.03% |
$9.58K - $11.3K
|
29.4K
$509K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 30.58% |
$205K - $242K
|
53.2K
$922K
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30.9K+ 13.01% |
$508K - $599K
|
268K
$4.65M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.06M+ 5.23% |
$33.9M - $40.1M
|
41.6M
$720M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.7K+ 23.4% |
$44.4K - $52.4K
|
14.2K
$247K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-490- 0.84% |
$8.06K - $9.51K
|
57.5K
$997K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 91.23% |
$42.7K - $50.4K
|
250
$4.33K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 13.61% |
$176K - $207K
|
89.2K
$1.55M
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-646- 24.01% |
$10.6K - $12.5K
|
2.04K
$35.4K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.6KNew |
$59.2K - $69.8K
|
3.6K
$62.4K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
448+ 0.68% |
$7.37K - $8.69K
|
66.4K
$1.15M
|