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 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.7K- 11.63% |
$238K - $258K
|
73.7K
$2.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
70.2KNew |
$1.72M - $1.86M
|
70.2K
$1.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12KNew |
$294K - $319K
|
12K
$339K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 31.71% |
$106K - $114K
|
9.66K
$273K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 0.97% |
$4.85K - $5.23K
|
20.9K
$591K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.6K- 31.94% |
$109K - $117K
|
9.8K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-100- 16.05% |
$2.37K - $2.55K
|
523
$14.8K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.98K- 37.58% |
$141K - $152K
|
9.93K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-38.3K- 82.09% |
$908K - $978K
|
8.37K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.1K- 11.94% |
$1.02M - $1.1M
|
318K
$8.99M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-26.5K- 71.6% |
$627K - $676K
|
10.5K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
818+ 0.35% |
$19.4K - $20.9K
|
234K
$6.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.22KNew |
$76.2K - $82.1K
|
3.22K
$91K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 2.61% |
$33.1K - $35.7K
|
52.3K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$226K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.74KNew |
$79.4K - $90.2K
|
3.74K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$871 - $990
|
41
$1.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 57.42% |
$242K - $275K
|
8.46K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
389+ 4.11% |
$8.27K - $9.39K
|
9.84K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-92- 0.91% |
$1.96K - $2.22K
|
10K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.9KNew |
$572K - $649K
|
26.9K
$760K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
9KNew |
$191K - $217K
|
9K
$254K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.21KNew |
$196K - $222K
|
9.21K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15- 0.04% |
$319 - $362
|
35.4K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
8.97KNew |
$191K - $217K
|
8.97K
$253K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
15.8KNew |
$343K - $361K
|
15.8K
$447K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.37K+ 15.14% |
$138K - $146K
|
48.4K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
434KNew |
$9.43M - $9.92M
|
434K
$12.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
522New |
$11.3K - $11.9K
|
522
$14.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68KNew |
$36.5K - $38.4K
|
1.68K
$47.5K
|
|
| Q2 2023 | |||||||
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-10.1KClosed |
$201K - $224K
|
0
$0
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$24K - $26.7K
|
1.2K
$33.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69KNew |
$53.7K - $59.9K
|
2.69K
$76K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.3KNew |
$386K - $430K
|
19.3K
$546K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 2.74% |
$5.99K - $6.68K
|
10.6K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
363New |
$7.25K - $8.08K
|
363
$10.3K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-323- 59.93% |
$5.64K - $6.59K
|
216
$6.1K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-227- 0.3% |
$3.96K - $4.63K
|
76.3K
$2.16M
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.6K+ 46.27% |
$96K - $106K
|
17.7K
$500K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.78K+ 8.28% |
$64.9K - $71.3K
|
49.5K
$1.4M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
127K+ 451.12% |
$2.23M - $2.51M
|
155K
$4.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$8.78K - $9.87K
|
500
$14.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
350KNew |
$6.15M - $6.91M
|
350K
$9.9M
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.33K+ 54.62% |
$93.3K - $112K
|
15.1K
$426K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.86K- 96.88% |
$50.1K - $60.4K
|
92
$2.6K
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.2K- 87.71% |
$225K - $235K
|
1.57K
$44.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24.3KNew |
$489K - $509K
|
24.3K
$686K
|
|