Latest Institutional Purchases of First Tr Exchange Traded Fd Ii (NXTG)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ii (NXTG) 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 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.9KNew |
$239K - $271K
|
3.9K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.83KNew |
$235K - $266K
|
3.83K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97New |
$5.95K - $6.74K
|
97
$8.25K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
55New |
$3.37K - $3.82K
|
55
$4.68K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
72.2KNew |
$3.92M - $4.64M
|
72.2K
$6.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$736K - $871K
|
13.5K
$1.15M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3.64KNew |
$198K - $234K
|
3.64K
$310K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100New |
$5.43K - $6.43K
|
100
$8.51K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
40New |
$2.17K - $2.57K
|
40
$3.4K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$227K - $280K
|
4.07K
$346K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.89KNew |
$217K - $267K
|
3.89K
$331K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.62K+ 4.13% |
$146K - $180K
|
66.1K
$5.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.62K+ 319.93% |
$146K - $180K
|
3.44K
$292K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.55K+ 23.29% |
$142K - $175K
|
13.5K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$69.1K - $85.3K
|
1.24K
$106K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$55.7K - $68.7K
|
1K
$85.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
558+ 17.39% |
$31.1K - $38.3K
|
3.77K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
275+ 0.95% |
$15.3K - $18.9K
|
29.3K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$55.7 - $68.7
|
4.67K
$397K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2K+ 66.67% |
$128K - $153K
|
5K
$425K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
850New |
$54.2K - $65.2K
|
850
$72.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
720+ 16.03% |
$45.9K - $55.2K
|
5.21K
$443K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
434+ 1.8% |
$27.7K - $33.3K
|
24.5K
$2.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
372+ 7.98% |
$23.7K - $28.5K
|
5.03K
$428K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
275New |
$17.5K - $21.1K
|
275
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28+ 14.0% |
$1.79K - $2.15K
|
228
$19.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
26+ 0.84% |
$1.66K - $1.99K
|
3.11K
$264K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16+ 0.48% |
$1.02K - $1.23K
|
3.36K
$286K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
10+ 0.22% |
$638 - $767
|
4.49K
$382K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4New |
$255 - $307
|
4
$340
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
7.94KNew |
$562K - $660K
|
7.94K
$675K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6New |
$425 - $499
|
6
$510
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
650New |
$48.6K - $53.9K
|
650
$55.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
375New |
$28.1K - $31.1K
|
375
$31.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
369New |
$27.6K - $30.6K
|
369
$31.4K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33K+ 389.58% |
$2.46M - $2.65M
|
41.5K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4KNew |
$298K - $321K
|
4K
$340K
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
145New |
$10.2K - $11.2K
|
145
$12.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18New |
$1.27K - $1.39K
|
18
$1.53K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
410New |
$28.1K - $30.7K
|
410
$34.9K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200New |
$8.96K - $11.2K
|
200
$17K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Whittier Trust CO
|
BUY
|
- |
32New |
N/A
|
32
$2.72K
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$85.1
|
|