Latest Institutional Transactions on First Tr Exc Traded Fd Iv High (HISF)
This table provides information on the latest institutional transactions involving First Tr Exc Traded Fd Iv High (HISF) 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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-122- 0.34% |
$5.25K - $5.39K
|
35.5K
$1.62M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 0.07% |
$731 - $751
|
23.8K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.2K+ 34.45% |
$181K - $185K
|
16.4K
$749K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.74K- 32.86% |
$74.6K - $76.6K
|
3.55K
$162K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.9K- 84.84% |
$254K - $261K
|
1.05K
$48.2K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-474- 2.57% |
$20.4K - $20.9K
|
18K
$821K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.3KNew |
$1.39M - $1.43M
|
32.3K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.67K- 16.93% |
$373K - $383K
|
42.6K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-694- 13.01% |
$29.8K - $30.6K
|
4.64K
$212K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.3KNew |
$916K - $940K
|
21.3K
$973K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66- 0.69% |
$2.84K - $2.91K
|
9.52K
$435K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
711+ 10.75% |
$30.6K - $31.4K
|
7.33K
$335K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.5KNew |
$1.14M - $1.17M
|
26.5K
$1.21M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 23.53% |
$95.9K - $98.5K
|
7.25K
$331K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-477- 6.46% |
$20.5K - $21.1K
|
6.91K
$316K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-106- 34.75% |
$4.56K - $4.68K
|
199
$9.09K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 59.85% |
$1.76M - $1.81M
|
109K
$5M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
1.74K+ 4.11% |
$74.8K - $76.8K
|
44.1K
$2.01M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 0.83% |
$86 - $88.3
|
240
$11K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.3KNew |
$1M - $1.03M
|
23.3K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176+ 0.65% |
$7.57K - $7.77K
|
27.2K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$44.8K - $46K
|
1.04K
$47.6K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-839- 8.04% |
$36.1K - $37.1K
|
9.6K
$439K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-296- 4.19% |
$12.7K - $13.1K
|
6.77K
$309K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.61KNew |
$241K - $248K
|
5.61K
$256K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-800- 10.4% |
$34.4K - $35.3K
|
6.89K
$315K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
151+ 13.73% |
$6.49K - $6.67K
|
1.25K
$57.2K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87- 1.06% |
$3.74K - $3.84K
|
8.1K
$370K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-150- 2.63% |
$6.45K - $6.62K
|
5.56K
$254K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
16New |
$688 - $707
|
16
$731
|
|
Q1 2024 | |||||||
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-108- 26.6% |
$4.74K - $4.85K
|
298
$13.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 6.2% |
$81.5K - $83.4K
|
31.8K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97KNew |
$218K - $223K
|
4.97K
$227K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66KNew |
$337K - $344K
|
7.66K
$350K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 79.56% |
$76.3K - $78K
|
446
$20.4K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.94% |
$1.63K - $1.66K
|
660
$30.2K
|
|
Q4 2023 | |||||||
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$41.8 - $45
|
1
$45.7
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.12K- 47.16% |
$256K - $275K
|
6.86K
$313K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.49KNew |
$313K - $337K
|
7.49K
$342K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
425New |
$17.7K - $19.1K
|
425
$19.4K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$241K - $251K
|
5.66K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$42.6 - $44.4
|
1
$45.7
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 8.76% |
$2.19K - $2.24K
|
521
$23.8K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$9.56K - $9.77K
|
218
$9.96K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.13K- 62.97% |
$357K - $369K
|
4.78K
$218K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.33KNew |
$410K - $424K
|
9.33K
$426K
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-11.1K- 49.57% |
$488K - $504K
|
11.3K
$516K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79KNew |
$78.8K - $81.4K
|
1.79K
$81.9K
|