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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.89K- 2.14% |
$43.1K - $45.3K
|
86.6K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
751K+ 203.18% |
$17.1M - $18M
|
1.12M
$26.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
104KNew |
$2.37M - $2.49M
|
104K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.21K- 27.39% |
$73.1K - $76.8K
|
8.51K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
214KNew |
$4.87M - $5.12M
|
214K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
421+ 0.83% |
$9.58K - $10.1K
|
51.1K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
220K+ 70.82% |
$5M - $5.26M
|
530K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
404+ 1.79% |
$9.2K - $9.66K
|
23K
$542K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
743+ 1.76% |
$16.9K - $17.8K
|
43K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 20.27% |
$330K - $347K
|
86.2K
$2.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.74K+ 30.32% |
$85.2K - $89.5K
|
16.1K
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.8K+ 51.28% |
$40.9K - $43K
|
5.31K
$125K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.5KNew |
$239K - $251K
|
10.5K
$247K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.4K- 82.76% |
$54.6K - $57.4K
|
500
$11.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-350- 2.31% |
$7.97K - $8.37K
|
14.8K
$348K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-1K- 1.97% |
$22.8K - $23.9K
|
49.7K
$1.17M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.2K+ 9.09% |
$1.22M - $1.42M
|
747K
$17.6M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.32K+ 146.46% |
$164K - $190K
|
14K
$330K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.92KNew |
$37.8K - $43.9K
|
1.92K
$45.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
371+ 2.33% |
$7.29K - $8.48K
|
16.3K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
2.88K+ 13.15% |
$56.7K - $65.9K
|
24.8K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
123K+ 1216.42% |
$2.42M - $2.81M
|
133K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
449KNew |
$8.82M - $10.3M
|
449K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.28KNew |
$182K - $212K
|
9.28K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11New |
$216 - $251
|
11
$259
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.9K- 44.74% |
$272K - $316K
|
17.1K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.6KNew |
$207K - $241K
|
10.6K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.1K+ 29.44% |
$512K - $596K
|
115K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
127KNew |
$2.49M - $2.9M
|
127K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.99K- 1.52% |
$39.1K - $45.5K
|
129K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-61.9K- 45.32% |
$1.22M - $1.41M
|
74.7K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11.5K+ 66.76% |
$226K - $262K
|
28.7K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-29.3K- 95.87% |
$576K - $670K
|
1.26K
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
98.8KNew |
$1.94M - $2.26M
|
98.8K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35KNew |
$26.5K - $30.8K
|
1.35K
$31.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 10.69% |
$19.7K - $22.9K
|
10.4K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-43- 3.45% |
$845 - $983
|
1.2K
$28.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-111K- 64.69% |
$2.19M - $2.54M
|
60.7K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$78.6 - $91.4
|
15.6K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-411K- 55.97% |
$8.09M - $9.4M
|
324K
$7.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$215K - $250K
|
11K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 75.0% |
$118K - $137K
|
2K
$47.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.8KNew |
$822K - $955K
|
41.8K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.02% |
$649 - $754
|
1.67K
$39.4K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.7KNew |
$295K - $324K
|
13.7K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 17.57% |
$40K - $43.9K
|
12.4K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.5KNew |
$464K - $510K
|
21.5K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.7KNew |
$210K - $230K
|
9.7K
$229K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
152K+ 132.1% |
$3.29M - $3.61M
|
267K
$6.3M
|
|