Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (XPND)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (XPND) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.1 - $33.7
|
1
$34.4
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11KNew |
$53K - $71.1K
|
2.11K
$72.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.3K- 6.79% |
$258K - $347K
|
141K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-850- 3.6% |
$21.3K - $28.6K
|
22.8K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.53KNew |
$164K - $220K
|
6.53K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 2.39% |
$59.3K - $79.6K
|
96.3K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-394- 1.31% |
$9.89K - $13.3K
|
29.7K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.63K- 4.79% |
$41K - $55K
|
32.5K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.04KNew |
$227K - $304K
|
9.04K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.02KNew |
$201K - $270K
|
8.02K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 63.04% |
$31.2K - $41.9K
|
730
$25.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.21KNew |
$206K - $276K
|
8.21K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.49KNew |
$238K - $320K
|
9.49K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 0.35% |
$3.06K - $4.11K
|
34.9K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7KNew |
$344K - $462K
|
13.7K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
504New |
$12.7K - $17K
|
504
$17.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
13.4K+ 54.69% |
$377K - $439K
|
37.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.04KNew |
$254K - $296K
|
9.04K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$21.8K - $25.4K
|
775
$26.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.71K- 31.89% |
$48.1K - $56K
|
3.65K
$126K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.24K+ 14.75% |
$63.1K - $73.5K
|
17.4K
$599K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 35.82% |
$234K - $262K
|
14.8K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.79K- 11.99% |
$79K - $88.5K
|
20.5K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
238New |
$6.73K - $7.54K
|
238
$8.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804New |
$22.7K - $25.5K
|
804
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83KNew |
$51.8K - $58K
|
1.83K
$62.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-45- 0.24% |
$1.27K - $1.43K
|
18.5K
$636K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
260New |
$0 - $7.43K
|
260
$8.93K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$0 - $5.72K
|
200
$6.87K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 3.14% |
$47.9K - $56.7K
|
65.1K
$2.23M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
663KNew |
$9.6M - $11.6M
|
663K
$22.8M
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.6KNew |
$68.8K - $87.3K
|
4.6K
$158K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.4KNew |
$364K - $479K
|
23.4K
$804K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4KNew |
$363K - $479K
|
23.4K
$803K
|
|