Latest Institutional Transactions on First Trust Exchange Traded Fd (FTHI)
This table provides information on the latest institutional transactions involving First Trust Exchange Traded Fd (FTHI) 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, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 5.57% |
$314K - $329K
|
232K
$4.92M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.84% |
$1.24K - $1.3K
|
6.39K
$135K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7.95K+ 86.03% |
$182K - $191K
|
17.2K
$364K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.9K+ 16.35% |
$1.85M - $1.94M
|
576K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 5.12% |
$756K - $793K
|
678K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
936+ 2.45% |
$21.4K - $22.5K
|
39.1K
$828K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.61K+ 27.83% |
$151K - $159K
|
30.4K
$643K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.03K+ 13.36% |
$92.1K - $96.7K
|
34.1K
$723K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 16.98% |
$469K - $492K
|
141K
$2.99M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-182K- 99.82% |
$4.16M - $4.37M
|
331
$7K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
600+ 2.24% |
$13.7K - $14.4K
|
27.4K
$579K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
471K+ 16.26% |
$10.8M - $11.3M
|
3.37M
$71.2M
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.56K- 9.81% |
$35.8K - $37.5K
|
14.4K
$304K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.2K+ 11.79% |
$233K - $244K
|
96.5K
$2.04M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
128New |
$2.93K - $3.07K
|
128
$2.71K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.72K- 15.22% |
$85.2K - $89.4K
|
20.7K
$439K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-11.5K- 24.29% |
$263K - $276K
|
35.8K
$758K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 1.78% |
$4.21K - $4.42K
|
10.5K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.6K+ 93.52% |
$837K - $878K
|
75.6K
$1.6M
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
67KNew |
$1.53M - $1.61M
|
67K
$1.42M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 11.18% |
$757K - $795K
|
329K
$6.96M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
13.5KNew |
$309K - $325K
|
13.5K
$286K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 20.51% |
$383K - $402K
|
98.4K
$2.08M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
772K+ 16.24% |
$17.7M - $18.5M
|
5.53M
$117M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-753- 1.31% |
$17.2K - $18.1K
|
56.9K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.25K+ 12.09% |
$97.2K - $102K
|
39.4K
$833K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14KNew |
$321K - $337K
|
14K
$297K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17.5KNew |
$399K - $419K
|
17.5K
$369K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 6.35% |
$702K - $736K
|
514K
$10.9M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.59K+ 12.45% |
$174K - $182K
|
68.5K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.9K+ 23.85% |
$708K - $743K
|
161K
$3.4M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.89K+ 6.44% |
$135K - $141K
|
97.2K
$2.06M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.63KNew |
$60.3K - $63.2K
|
2.63K
$55.7K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.48KNew |
$217K - $228K
|
9.48K
$201K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 17.0% |
$305K - $320K
|
91.7K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-803- 66.86% |
$18.4K - $19.3K
|
398
$8.42K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 5.93% |
$454K - $476K
|
354K
$7.5M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 343.41% |
$237K - $249K
|
13.4K
$283K
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.6K- 45.39% |
$289K - $303K
|
15.2K
$322K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
18.1K+ 43.32% |
$413K - $434K
|
59.7K
$1.26M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.61K+ 8.56% |
$59.8K - $62.7K
|
33.1K
$701K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 21.78% |
$55.4K - $58.2K
|
8.7K
$184K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
115KNew |
$2.63M - $2.76M
|
115K
$2.43M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41MNew |
$55.2M - $57.9M
|
2.41M
$51M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
8.35K+ 835.3% |
$191K - $201K
|
9.35K
$198K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
932+ 5.15% |
$21.3K - $22.4K
|
19K
$403K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68KNew |
$1.56M - $1.63M
|
68K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.19KNew |
$27.1K - $28.5K
|
1.19K
$25.1K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.74K+ 17.3% |
$39.9K - $41.9K
|
11.8K
$250K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
10.5K+ 4.6% |
$239K - $251K
|
238K
$5.03M
|