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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 35.82% |
$234K - $262K
|
14.8K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
836+ 2.56% |
$23.6K - $26.5K
|
33.5K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804New |
$22.7K - $25.5K
|
804
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
11.8K+ 41.91% |
$333K - $373K
|
39.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
238New |
$6.73K - $7.54K
|
238
$6.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.79K- 11.99% |
$79K - $88.5K
|
20.5K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.3 - $31.7
|
1
$28.3
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
730New |
$20.6K - $23.1K
|
730
$20.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
24.5KNew |
$693K - $777K
|
24.5K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83KNew |
$51.8K - $58K
|
1.83K
$51.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 6.88% |
$48.2K - $54K
|
26.5K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-733- 12.02% |
$20.7K - $23.2K
|
5.37K
$152K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-45- 0.24% |
$1.27K - $1.43K
|
18.5K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.74K+ 45.24% |
$134K - $150K
|
15.2K
$430K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.04K- 0.91% |
$51.6K - $59.1K
|
221K
$6.25M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
260New |
$0 - $7.43K
|
260
$7.35K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$0 - $5.72K
|
200
$5.65K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 3.14% |
$47.9K - $56.7K
|
65.1K
$1.84M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.86K+ 16.2% |
$118K - $128K
|
42K
$1.19M
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
504New |
$8.02K - $9.27K
|
504
$14.2K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
663KNew |
$9.6M - $11.6M
|
663K
$18.7M
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.6KNew |
$68.8K - $87.3K
|
4.6K
$130K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.4KNew |
$364K - $479K
|
23.4K
$661K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4KNew |
$363K - $479K
|
23.4K
$661K
|
|