Latest Institutional Transactions on First Tr ETF (QJUN)
This table provides information on the latest institutional transactions involving First Tr ETF (QJUN) 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-305K- 73.65% |
$7.49M - $8.11M
|
109K
$2.95M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.64K- 12.57% |
$40.3K - $43.6K
|
11.4K
$309K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.48K- 3.94% |
$36.4K - $39.4K
|
36.2K
$978K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 238.42% |
$730K - $790K
|
42.2K
$1.14M
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-46.3K- 18.33% |
$1.14M - $1.23M
|
206K
$5.58M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
132KNew |
$3.23M - $3.5M
|
132K
$3.56M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.92% |
$1.05K - $1.14K
|
4.63K
$125K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-225- 0.99% |
$5.52K - $5.97K
|
22.4K
$606K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.3K- 13.85% |
$694K - $752K
|
176K
$4.76M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 179.27% |
$562K - $608K
|
35.7K
$965K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 8.04% |
$30.9K - $33.5K
|
14.4K
$389K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.6KNew |
$333K - $361K
|
13.6K
$367K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.63K+ 13.49% |
$40.1K - $43.4K
|
13.7K
$372K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.5KNew |
$159K - $173K
|
6.5K
$176K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 5.26% |
$2.45K - $2.66K
|
1.8K
$48.7K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.7K- 11.63% |
$238K - $258K
|
73.7K
$1.99M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
70.2KNew |
$1.72M - $1.86M
|
70.2K
$1.9M
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12KNew |
$294K - $319K
|
12K
$324K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 108.09% |
$274K - $296K
|
21.5K
$581K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
916+ 14.89% |
$22.5K - $24.3K
|
7.07K
$191K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12.7K- 14.74% |
$311K - $336K
|
73.2K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-101K- 86.71% |
$2.47M - $2.68M
|
15.4K
$418K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
35.2KNew |
$863K - $934K
|
35.2K
$951K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.47K+ 41.06% |
$110K - $119K
|
15.3K
$415K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7KNew |
$264K - $285K
|
10.7K
$291K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.42K- 20.97% |
$59.5K - $64.4K
|
9.13K
$247K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 0.97% |
$4.85K - $5.23K
|
20.9K
$565K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47+ 6.9% |
$1.11K - $1.2K
|
728
$19.7K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26.5KNew |
$627K - $676K
|
26.5K
$717K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.6K- 31.94% |
$109K - $117K
|
9.8K
$265K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$316K - $340K
|
13.3K
$361K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-100- 16.05% |
$2.37K - $2.55K
|
523
$14.1K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.98K- 37.58% |
$141K - $152K
|
9.93K
$268K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-38.3K- 82.09% |
$908K - $978K
|
8.37K
$226K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
818+ 0.35% |
$19.4K - $20.9K
|
234K
$6.32M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$286K - $308K
|
12.1K
$327K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26.5K- 71.6% |
$627K - $676K
|
10.5K
$284K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.1K- 11.94% |
$1.02M - $1.1M
|
318K
$8.6M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.66KNew |
$229K - $246K
|
9.66K
$261K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.22KNew |
$76.2K - $82.1K
|
3.22K
$87.1K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 2.61% |
$33.1K - $35.7K
|
52.3K
$1.41M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$217K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$217K
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-4.66K- 25.45% |
$110K - $119K
|
13.6K
$369K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.74KNew |
$79.4K - $90.2K
|
3.74K
$101K
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15.2KNew |
$323K - $367K
|
15.2K
$411K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 57.42% |
$242K - $275K
|
8.46K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$871 - $990
|
41
$1.11K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
156New |
$3.32K - $3.77K
|
156
$4.22K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.46KNew |
$52.2K - $59.3K
|
2.46K
$66.5K
|