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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.64K- 6.97% |
$43.4K - $47.8K
|
21.9K
$649K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.63K- 29.35% |
$202K - $222K
|
18.4K
$543K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 9.0% |
$718K - $791K
|
329K
$9.73M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-800- 2.02% |
$21.2K - $23.3K
|
38.9K
$1.15M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.53K+ 4.53% |
$173K - $190K
|
151K
$4.46M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$303K - $334K
|
11.5K
$339K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.11K- 6.44% |
$55.9K - $61.6K
|
30.7K
$910K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
989+ 10.23% |
$26.2K - $28.8K
|
10.7K
$315K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
69New |
$1.83K - $2.01K
|
69
$2.04K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 5.52% |
$366K - $403K
|
237K
$7.01M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.6K- 5.12% |
$624K - $688K
|
437K
$12.9M
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-12.2K- 6.73% |
$322K - $355K
|
169K
$4.99M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.4K- 4.21% |
$89.9K - $99K
|
77.3K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.8K- 10.64% |
$47.6K - $52.5K
|
15.1K
$448K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
894+ 2.94% |
$23.6K - $26.1K
|
31.3K
$927K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
645+ 1.11% |
$17.1K - $18.8K
|
58.5K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
421KNew |
$11.1M - $12.3M
|
421K
$12.5M
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.05K- 1.14% |
$54.1K - $59.6K
|
178K
$5.27M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.69K- 24.88% |
$97.5K - $107K
|
11.1K
$329K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-62- 0.66% |
$1.64K - $1.81K
|
9.34K
$276K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.55K- 5.47% |
$200K - $220K
|
130K
$3.86M
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
580+ 2.08% |
$15.3K - $16.9K
|
28.5K
$844K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 2.03% |
$9.55K - $10.5K
|
17.4K
$516K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-315- 2.08% |
$8.33K - $9.18K
|
14.9K
$440K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.63K- 10.53% |
$123K - $135K
|
39.4K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-500- 3.71% |
$13.2K - $14.6K
|
13K
$384K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-950- 1.93% |
$25.1K - $27.7K
|
48.2K
$1.43M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 47.5% |
$399K - $440K
|
16.7K
$494K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.19K+ 30.82% |
$84.4K - $93K
|
13.5K
$401K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
220K+ 49.86% |
$5.9M - $6.33M
|
662K
$19.6M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.3K+ 12.25% |
$34.8K - $37.4K
|
11.9K
$353K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.11KNew |
$29.7K - $31.9K
|
1.11K
$32.8K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-79- 17.17% |
$2.12K - $2.27K
|
381
$11.3K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.75KNew |
$73.6K - $79.1K
|
2.75K
$81.4K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-190- 2.45% |
$5.09K - $5.46K
|
7.55K
$223K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.46% |
$2.68K - $2.88K
|
21.7K
$643K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.8KNew |
$316K - $339K
|
11.8K
$349K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54New |
$1.45K - $1.55K
|
54
$1.6K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-62- 0.81% |
$1.66K - $1.78K
|
7.59K
$225K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 4.51% |
$54.9K - $58.9K
|
43.4K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.33K- 13.81% |
$35.6K - $38.2K
|
8.29K
$245K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.6K+ 16.78% |
$96.4K - $104K
|
25.1K
$742K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$68.9K - $74K
|
2.57K
$76.2K
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
8.07KNew |
$216K - $232K
|
8.07K
$239K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.6KNew |
$740K - $795K
|
27.6K
$818K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.2KNew |
$406K - $436K
|
15.2K
$449K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
12.3K+ 58.3% |
$330K - $354K
|
33.5K
$990K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-5.44K- 3.87% |
$146K - $156K
|
135K
$3.99M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$326K - $350K
|
12.2K
$361K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.57KNew |
$229K - $246K
|
8.57K
$254K
|