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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115KNew |
$2.27M - $2.48M
|
115K
$2.72M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.8K+ 72.36% |
$291K - $319K
|
35.3K
$834K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28KNew |
$567K - $596K
|
28K
$660K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.22K- 26.62% |
$85.6K - $89.9K
|
11.6K
$275K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.33K- 8.9% |
$26.9K - $28.2K
|
13.6K
$320K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
225New |
$4.56K - $4.79K
|
225
$5.31K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$8.11K - $8.52K
|
400
$9.44K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
547New |
$11.1K - $11.7K
|
547
$12.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$203 - $213
|
10
$236
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33.1KNew |
$659K - $699K
|
33.1K
$780K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
478New |
$9.53K - $10.1K
|
478
$11.3K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.66KNew |
$193K - $204K
|
9.66K
$228K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
23.4KNew |
$467K - $495K
|
23.4K
$553K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5K+ 310.74% |
$29.1K - $30.9K
|
1.99K
$46.9K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
355New |
$6.87K - $7.3K
|
355
$8.38K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$19.4K - $20.6K
|
1K
$23.6K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.32K- 95.15% |
$98.2K - $107K
|
271
$6.4K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.45K- 90.63% |
$26.8K - $29.3K
|
150
$3.54K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
27New |
$499 - $546
|
27
$637
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.46K- 16.84% |
$45.4K - $53.2K
|
12.2K
$287K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 2.26% |
$849 - $998
|
1.94K
$45.9K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.29K- 19.6% |
$64.9K - $76.3K
|
13.5K
$318K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75KNew |
$34.5K - $40.6K
|
1.75K
$41.3K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.11KNew |
$61.5K - $72.3K
|
3.11K
$73.5K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$6.4K - $6.95K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.31KNew |
$27.8K - $30.2K
|
1.31K
$30.8K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
693New |
$14.8K - $16K
|
693
$16.4K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22.4KNew |
$477K - $518K
|
22.4K
$528K
|
|
Q4 2021 | |||||||
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
128New |
$2.72K - $2.91K
|
128
$3.02K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-134Closed |
$2.85K - $3.05K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-373Closed |
$7.78K - $8.22K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-12.9KClosed |
$270K - $285K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.9KClosed |
$316K - $335K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.15K- 36.84% |
$45.5K - $48.2K
|
3.69K
$87K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100Closed |
$2.02K - $2.16K
|
0
$0
|
|
Q4 2020 | |||||||
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
274New |
$5.11K - $5.58K
|
274
$6.47K
|
|
Q3 2020 | |||||||
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.8KClosed |
$222K - $239K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6+ 1.33% |
$99.8 - $119
|
456
$10.8K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.59KClosed |
$59.8K - $71.1K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.6KClosed |
$276K - $328K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-996Closed |
$16.6K - $19.7K
|
0
$0
|
|
Q1 2020 | |||||||
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4KClosed |
$21.6K - $32.3K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
685New |
$10.6K - $15.8K
|
685
$16.2K
|
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-23.4KClosed |
$362K - $540K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.88KClosed |
$29.1K - $43.5K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-28KClosed |
$433K - $647K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-5.09KClosed |
$78.7K - $118K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22KClosed |
$340K - $509K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-27KClosed |
$417K - $623K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-16.9KClosed |
$262K - $391K
|
0
$0
|