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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$326K - $350K
|
12.2K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.57KNew |
$229K - $246K
|
8.57K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
111+ 1.21% |
$2.97K - $3.19K
|
9.3K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.94K+ 9.7% |
$52K - $55.8K
|
21.9K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-260- 1.25% |
$6.96K - $7.48K
|
20.6K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-516- 0.21% |
$13.8K - $14.8K
|
243K
$7.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-995- 11.01% |
$26.6K - $28.6K
|
8.04K
$240K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.86M- 99.88% |
$184M - $197M
|
8.36K
$250K
|
|
| Q3 2024 | |||||||
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.08% |
$497 - $544
|
26.5K
$792K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
305+ 73.49% |
$7.58K - $8.3K
|
720
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
19.3KNew |
$479K - $525K
|
19.3K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.99K+ 99.35% |
$99.1K - $109K
|
8K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
907New |
$22.5K - $24.7K
|
907
$27.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27New |
$671 - $735
|
27
$807
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
75.1KNew |
$1.87M - $2.04M
|
75.1K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
43.2KNew |
$1.07M - $1.18M
|
43.2K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.35KNew |
$207K - $227K
|
8.35K
$250K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-61- 0.38% |
$1.52K - $1.66K
|
16.2K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.29K+ 28.76% |
$81.6K - $89.4K
|
14.7K
$440K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.66KNew |
$240K - $263K
|
9.66K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.9K+ 50.49% |
$2.21M - $2.42M
|
265K
$7.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
260K+ 728.79% |
$6.46M - $7.08M
|
296K
$8.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20.8KNew |
$516K - $565K
|
20.8K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
700+ 38.89% |
$17.4K - $19.1K
|
2.5K
$74.8K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8.37KNew |
$205K - $222K
|
8.37K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
150KNew |
$3.68M - $3.98M
|
150K
$4.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 16.67% |
$4.91K - $5.31K
|
1K
$29.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
36.4KNew |
$894K - $967K
|
36.4K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61+ 19.24% |
$1.5K - $1.62K
|
378
$11.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12KNew |
$294K - $319K
|
12K
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
70.2KNew |
$1.72M - $1.86M
|
70.2K
$2.1M
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 31.71% |
$106K - $114K
|
9.66K
$289K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-205- 0.97% |
$4.85K - $5.23K
|
20.9K
$625K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.6K- 31.94% |
$109K - $117K
|
9.8K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-100- 16.05% |
$2.37K - $2.55K
|
523
$15.6K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-38.3K- 82.09% |
$908K - $978K
|
8.37K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
818+ 0.35% |
$19.4K - $20.9K
|
234K
$6.98M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.1K- 11.94% |
$1.02M - $1.1M
|
318K
$9.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 2.61% |
$33.1K - $35.7K
|
52.3K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.01KNew |
$190K - $204K
|
8.01K
$240K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.74KNew |
$79.4K - $90.2K
|
3.74K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$871 - $990
|
41
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
389+ 4.11% |
$8.27K - $9.39K
|
9.84K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-92- 0.91% |
$1.96K - $2.22K
|
10K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.9KNew |
$572K - $649K
|
26.9K
$804K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
9KNew |
$191K - $217K
|
9K
$269K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.21KNew |
$196K - $222K
|
9.21K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-15- 0.04% |
$319 - $362
|
35.4K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
8.97KNew |
$191K - $217K
|
8.97K
$268K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
15.8KNew |
$343K - $361K
|
15.8K
$473K
|
|