Latest Institutional Transactions on First Tr Exchange Traded Fd (FCG)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FCG) 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 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
13.3KNew |
$306K - $363K
|
13.3K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.7K+ 207.56% |
$453K - $537K
|
29.1K
$718K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
39New |
$898 - $1.06K
|
39
$961
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
8.5KNew |
$196K - $232K
|
8.5K
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
CALL |
800New |
$18.4K - $21.8K
|
800
$19.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-314- 82.63% |
$7.23K - $8.57K
|
66
$1.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.36K- 12.73% |
$31.4K - $37.2K
|
9.34K
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-926- 8.35% |
$21.3K - $25.3K
|
10.2K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5New |
$115 - $137
|
5
$123
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
200+ 16.0% |
$4.61K - $5.46K
|
1.45K
$35.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
250New |
$5.76K - $6.83K
|
250
$6.16K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 0.86% |
$6.79K - $8.13K
|
35.2K
$866K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$22.2K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-4.2K- 30.09% |
$95K - $114K
|
9.76K
$240K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
276New |
$6.25K - $7.48K
|
276
$6.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.7KNew |
$310K - $371K
|
13.7K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
51.2KNew |
$1.16M - $1.39M
|
51.2K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 52.68% |
$23.3K - $27.9K
|
926
$22.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
436New |
$9.87K - $11.8K
|
436
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.74KNew |
$198K - $237K
|
8.74K
$215K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-403- 99.75% |
$9.12K - $10.9K
|
1
$24.6
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.1KNew |
$251K - $301K
|
11.1K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.95KNew |
$180K - $215K
|
7.95K
$196K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$20.4K - $24.4K
|
1K
$24.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
45New |
$1.02K - $1.22K
|
45
$1.11K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 11.14% |
$31.8K - $38.1K
|
11.2K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
70.2KNew |
$1.59M - $1.9M
|
70.2K
$1.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 2.44% |
$22.6 - $27.1
|
42
$1.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
900New |
$20.4K - $24.4K
|
900
$22.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.7KNew |
$186K - $209K
|
8.7K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
991New |
$21.1K - $23.9K
|
991
$24.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
170New |
$3.63K - $4.09K
|
170
$4.19K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
149KNew |
$3.17M - $3.58M
|
149K
$3.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1KNew |
$21.3K - $24.1K
|
1K
$24.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-69- 88.46% |
$1.47K - $1.66K
|
9
$222
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.1% |
$42.7 - $48.2
|
1.91K
$47K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89New |
$1.9K - $2.14K
|
89
$2.19K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-200- 20.0% |
$4.27K - $4.82K
|
800
$19.7K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-16.4KClosed |
$340K - $421K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
28New |
$580 - $718
|
28
$690
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-254- 2.71% |
$5.27K - $6.52K
|
9.11K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.4K- 41.53% |
$297K - $368K
|
20.2K
$498K
|
|
|
May 15, 2023
Q1 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
58.5KNew |
$1.21M - $1.5M
|
58.5K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-261- 7.26% |
$5.41K - $6.69K
|
3.33K
$82.1K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
810New |
$16.8K - $20.8K
|
810
$20K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
600+ 4.96% |
$12.4K - $15.4K
|
12.7K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-26.8K- 64.85% |
$555K - $687K
|
14.5K
$357K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
15.7K+ 92.46% |
$325K - $402K
|
32.6K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$2.07K - $2.57K
|
100
$2.46K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
59.4KNew |
$1.23M - $1.52M
|
59.4K
$1.46M
|
|