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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
271New |
$5.86K - $6.43K
|
271
$6.39K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.2KNew |
$891K - $978K
|
41.2K
$972K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.6K- 47.26% |
$337K - $371K
|
17.4K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
19.9KNew |
$429K - $471K
|
19.9K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.82K+ 33.55% |
$104K - $114K
|
19.2K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 72.4% |
$519K - $569K
|
9.14K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.65K+ 16.83% |
$165K - $182K
|
53.1K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
197New |
$4.26K - $4.68K
|
197
$4.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-16K- 24.89% |
$346K - $380K
|
48.3K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 40.0% |
$86.5 - $95
|
14
$330
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
41.6KNew |
$900K - $988K
|
41.6K
$982K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19K- 95.43% |
$412K - $452K
|
913
$21.5K
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
68.1KNew |
$1.56M - $1.63M
|
68.1K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79KNew |
$224K - $235K
|
9.79K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.84% |
$1.24K - $1.3K
|
6.39K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
67KNew |
$1.53M - $1.61M
|
67K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
13.5KNew |
$309K - $325K
|
13.5K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-803- 66.86% |
$18.4K - $19.3K
|
398
$9.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$48.8K - $51.2K
|
2.13K
$50.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.1K- 4.2% |
$25.1K - $26.3K
|
25K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
721New |
$16.5K - $17.3K
|
721
$17K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.2K- 53.02% |
$1.08M - $1.13M
|
41.8K
$986K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.99K- 10.53% |
$91.4K - $95.9K
|
33.9K
$799K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
75.7KNew |
$1.63M - $1.75M
|
75.7K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$242K - $262K
|
11.3K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
18.9KNew |
$405K - $437K
|
18.9K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 3.13% |
$338K - $365K
|
519K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.2K- 2.16% |
$821K - $885K
|
1.73M
$40.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
29.1K+ 108.77% |
$625K - $674K
|
55.9K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.58KNew |
$206K - $222K
|
9.58K
$226K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28.9KNew |
$629K - $654K
|
28.9K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 19.09% |
$50.1K - $52.1K
|
9.76K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
9.68KNew |
$211K - $219K
|
9.68K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
231New |
$5.02K - $5.23K
|
231
$5.45K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-577- 2.95% |
$12.5K - $13.1K
|
19K
$447K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
509New |
$11.1K - $11.5K
|
509
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
476New |
$10.4K - $10.8K
|
476
$11.2K
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-126KClosed |
$2.67M - $2.83M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
175K+ 103.65% |
$3.73M - $3.95M
|
345K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.2K+ 23.89% |
$302K - $320K
|
73.5K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.24K+ 20.24% |
$90.3K - $95.6K
|
25.2K
$594K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199KNew |
$4.24M - $4.49M
|
199K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
21.6K+ 42.87% |
$460K - $487K
|
72.1K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.4K+ 22.7% |
$328K - $347K
|
83.2K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
597+ 22.26% |
$12.7K - $13.5K
|
3.28K
$77.3K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-17.7K- 4.67% |
$348K - $381K
|
362K
$8.53M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
700+ 24.6% |
$13.7K - $15.1K
|
3.55K
$83.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.68KNew |
$111K - $122K
|
5.68K
$134K
|
|
|
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
$833K
|
|