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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.7K+ 23.4% |
$44.4K - $52.4K
|
14.2K
$222K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 91.23% |
$42.7K - $50.4K
|
250
$3.9K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-646- 24.01% |
$10.6K - $12.5K
|
2.04K
$31.9K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 13.61% |
$176K - $207K
|
89.2K
$1.39M
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
448+ 0.68% |
$7.37K - $8.69K
|
66.4K
$1.03M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.6KNew |
$59.2K - $69.8K
|
3.6K
$56.1K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.71KNew |
$28K - $33.1K
|
1.71K
$26.6K
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-631- 1.26% |
$10.4K - $12.2K
|
49.3K
$769K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-26.6K- 11.44% |
$438K - $516K
|
206K
$3.21M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.99K- 9.69% |
$49.2K - $58K
|
27.9K
$434K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
14.9KNew |
$244K - $288K
|
14.9K
$232K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
12.1KNew |
$199K - $235K
|
12.1K
$189K
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
39KNew |
$641K - $757K
|
39K
$608K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
458+ 1.86% |
$7.53K - $8.89K
|
25.1K
$392K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-346- 0.79% |
$5.69K - $6.71K
|
43.6K
$679K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
60.3KNew |
$846K - $1.1M
|
60.3K
$940K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.76K- 2.44% |
$52.8K - $68.9K
|
150K
$2.34M
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.6% |
$56.1 - $73.2
|
666
$10.4K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
35.4KNew |
$496K - $647K
|
35.4K
$551K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-122- 45.35% |
$1.71K - $2.23K
|
147
$2.29K
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
52.5KNew |
$736K - $960K
|
52.5K
$818K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
648+ 6.25% |
$9.09K - $11.9K
|
11K
$172K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
57K+ 403.46% |
$799K - $1.04M
|
71.1K
$1.11M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.81K+ 42.15% |
$124K - $161K
|
29.7K
$463K
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
41+ 0.38% |
$575 - $750
|
10.8K
$169K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.78% |
$70.1 - $91.5
|
646
$10.1K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$439 - $562
|
30
$468
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-261Closed |
$3.82K - $4.89K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.1K+ 78.06% |
$499K - $640K
|
77.9K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8.69K- 36.68% |
$127K - $163K
|
15K
$234K
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
10.1KNew |
$147K - $189K
|
10.1K
$157K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.52K- 7.14% |
$22.3K - $28.6K
|
19.8K
$309K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
144KNew |
$2.11M - $2.7M
|
144K
$2.25M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.46KNew |
$65.2K - $83.6K
|
4.46K
$69.5K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.6KNew |
$81.8K - $105K
|
5.6K
$87.2K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
79.3KNew |
$1.16M - $1.49M
|
79.3K
$1.24M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-25.3KClosed |
$370K - $474K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
BUY
|
- |
22.2KNew |
$324K - $415K
|
22.2K
$346K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
920New |
$13.5K - $17.2K
|
920
$14.3K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-29.4K- 39.36% |
$430K - $552K
|
45.3K
$707K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56KClosed |
$37.5K - $48K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.21KClosed |
$51.7K - $69K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28KClosed |
$40.2K - $53.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-640Closed |
$7.85K - $10.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.1KClosed |
$172K - $230K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.9KClosed |
$23.3K - $31.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-20.5KClosed |
$252K - $336K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.29KClosed |
$15.8K - $21.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13KClosed |
$159K - $213K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.8KClosed |
$144K - $193K
|
0
$0
|