Latest Institutional Transactions on First Tr Exchange Traded Fd (FCTR)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FCTR) 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
684New |
$17.7K - $20.8K
|
684
$22.8K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-35- 7.61% |
$904 - $1.06K
|
425
$14.1K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-4.16K- 14.27% |
$108K - $126K
|
25K
$833K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.2KClosed |
$217K - $271K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.28K- 12.64% |
$33.9K - $42.4K
|
8.86K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-18.8KClosed |
$497K - $621K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.59K- 23.43% |
$175K - $218K
|
21.5K
$717K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15+ 0.2% |
$397 - $496
|
7.62K
$254K
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-471K- 54.08% |
$12.5M - $15.6M
|
400K
$13.3M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 15.11% |
$31.1K - $38.9K
|
6.6K
$220K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-968Closed |
$25.6K - $32K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-603- 2.97% |
$16K - $19.9K
|
19.7K
$656K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.54KClosed |
$67.2K - $84K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-77.6K- 59.93% |
$2.05M - $2.57M
|
51.9K
$1.73M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.21KClosed |
$217K - $272K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-34.1K- 97.58% |
$902K - $1.13M
|
845
$28.1K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$29.1K - $36.4K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-33KClosed |
$875K - $1.09M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-213KClosed |
$5.64M - $7.04M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-842KClosed |
$22.3M - $27.8M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-134KClosed |
$3.54M - $4.42M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14.7K- 60.92% |
$391K - $488K
|
9.46K
$315K
|
|
Q1 2022 | |||||||
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.26KClosed |
$245K - $289K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.55KClosed |
$105K - $124K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-352KClosed |
$10.5M - $12.3M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.65KClosed |
$168K - $198K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.7KClosed |
$468K - $551K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.2KClosed |
$629K - $741K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-13.3KClosed |
$394K - $464K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-6.18KClosed |
$183K - $216K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$14.9K - $17.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.06KClosed |
$239K - $282K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-7.21KClosed |
$214K - $252K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-55.6KClosed |
$1.65M - $1.95M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-122KClosed |
$3.62M - $4.26M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-67.2KClosed |
$2M - $2.35M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-27.9KClosed |
$828K - $976K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.4KClosed |
$220K - $259K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.21KClosed |
$214K - $252K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-5.78KClosed |
$172K - $202K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.7KClosed |
$50.5K - $59.5K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
27New |
$905 - $995
|
27
$899
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.21KClosed |
$208K - $229K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9KClosed |
$934K - $1.03M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110Closed |
$3.69K - $4.06K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.32KNew |
$111K - $122K
|
3.32K
$111K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-68.4KClosed |
$2.29M - $2.52M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-82.3KClosed |
$2.76M - $3.03M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.52KClosed |
$51.7K - $55.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
700+ 70.71% |
$23.8K - $25.6K
|
1.69K
$56.2K
|