Latest Institutional Purchases of First Tr Exc Traded Fd Iv High (HISF)
This list provides information on the latest institutional transactions involving First Tr Exc Traded Fd Iv High (HISF) 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 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.4KNew |
$543K - $570K
|
12.4K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$391K - $410K
|
8.95K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
8.43K+ 19.13% |
$368K - $386K
|
52.5K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 2.85% |
$29K - $30.4K
|
24K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$131 - $137
|
1.25K
$55.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 59.85% |
$1.76M - $1.81M
|
109K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.3KNew |
$1.39M - $1.43M
|
32.3K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.5KNew |
$1.14M - $1.17M
|
26.5K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.3KNew |
$916K - $940K
|
21.3K
$941K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.61KNew |
$241K - $248K
|
5.61K
$248K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.2K+ 34.45% |
$181K - $185K
|
16.4K
$724K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$44.8K - $46K
|
1.04K
$46K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
711+ 10.75% |
$30.6K - $31.4K
|
7.33K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 0.07% |
$731 - $751
|
23.8K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
16New |
$688 - $707
|
16
$707
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$43 - $44.2
|
2
$88.4
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66KNew |
$337K - $344K
|
7.66K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97KNew |
$218K - $223K
|
4.97K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 6.2% |
$81.5K - $83.4K
|
31.8K
$1.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.94% |
$1.63K - $1.66K
|
660
$29.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.49KNew |
$313K - $337K
|
7.49K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
425New |
$17.7K - $19.1K
|
425
$18.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$241K - $251K
|
5.66K
$250K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$9.56K - $9.77K
|
218
$9.63K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.33KNew |
$410K - $424K
|
9.33K
$412K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$44K - $45.4K
|
1K
$44.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.19KNew |
$138K - $143K
|
3.19K
$141K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 16.94% |
$43.6K - $45.2K
|
6.97K
$308K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
748New |
$32.3K - $33.5K
|
748
$33K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 35.63% |
$682K - $725K
|
59.6K
$2.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
256New |
$11.2K - $11.9K
|
256
$11.3K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$44.8K - $48.2K
|
1K
$44.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
717+ 5.08% |
$32.1K - $34.5K
|
14.8K
$655K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.88% |
$239 - $256
|
571
$25.2K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$12.2K - $12.7K
|
250
$11K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
350New |
$13.1K - $18.1K
|
350
$15.5K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
305+ 381.25% |
$11.4K - $15.8K
|
385
$17K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
7.6KNew |
$372K - $380K
|
7.6K
$336K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
624New |
$31.5K - $32.1K
|
624
$27.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$51.2 - $51.6
|
1
$44.2
|
|