Latest Institutional Purchases of First Tr Exchange Traded Fd Vi (XPND)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (XPND) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7KNew |
$344K - $462K
|
13.7K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.49KNew |
$238K - $320K
|
9.49K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.04KNew |
$227K - $304K
|
9.04K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.21KNew |
$206K - $276K
|
8.21K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.02KNew |
$201K - $270K
|
8.02K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.53KNew |
$164K - $220K
|
6.53K
$224K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.48KNew |
$87.4K - $117K
|
3.48K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11KNew |
$53K - $71.1K
|
2.11K
$72.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
504New |
$12.7K - $17K
|
504
$17.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
122+ 0.35% |
$3.06K - $4.11K
|
34.9K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.1 - $33.7
|
1
$34.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.24K+ 14.75% |
$63.1K - $73.5K
|
17.4K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$21.8K - $25.4K
|
775
$26.6K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83KNew |
$51.8K - $58K
|
1.83K
$62.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804New |
$22.7K - $25.5K
|
804
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
238New |
$6.73K - $7.54K
|
238
$8.18K
|
|
| 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
|
|
| 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
|
|