Latest Institutional Transactions on First Tr ETF Fd Ii First Tr In (FTRI)
This table provides information on the latest institutional transactions involving First Tr ETF Fd Ii First Tr In (FTRI) 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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-650- 54.62% |
$8.21K - $8.92K
|
540
$6.75K
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$183K - $198K
|
14.5K
$181K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19KNew |
$240K - $261K
|
19K
$238K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.45K- 2.02% |
$31K - $33.6K
|
119K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.6K- 11.74% |
$197K - $214K
|
117K
$1.47M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.22M- 78.72% |
$15.4M - $16.7M
|
329K
$4.12M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36- 7.81% |
$455 - $494
|
425
$5.31K
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-4.64K- 8.14% |
$58.6K - $63.6K
|
52.4K
$655K
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
396New |
$5K - $5.43K
|
396
$4.95K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-138K- 91.29% |
$1.74M - $1.9M
|
13.2K
$165K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
313New |
$4.04K - $4.41K
|
313
$3.91K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 3.9% |
$23.4K - $25.5K
|
44.6K
$558K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
50+ 0.14% |
$645 - $705
|
35.6K
$445K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21KNew |
$271K - $296K
|
21K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11.5KNew |
$148K - $162K
|
11.5K
$143K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.4K- 100.0% |
$327K - $358K
|
1
$12.5
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.82K- 33.09% |
$88K - $96.1K
|
13.8K
$172K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.87K- 23.41% |
$50K - $54.6K
|
12.7K
$158K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
15.5KNew |
$200K - $219K
|
15.5K
$194K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$12.9K - $14.1K
|
1K
$12.5K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-484- 82.88% |
$6.24K - $6.82K
|
100
$1.25K
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-48.5K- 10.52% |
$626K - $684K
|
413K
$5.16M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-123K- 91.01% |
$1.48M - $1.63M
|
12.2K
$152K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-187- 32.3% |
$2.24K - $2.48K
|
392
$4.9K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.2KNew |
$266K - $294K
|
22.2K
$277K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.47K- 25.62% |
$17.6K - $19.5K
|
4.27K
$53.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.7K+ 42.66% |
$787K - $872K
|
220K
$2.75M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.7K- 31.92% |
$248K - $275K
|
44.2K
$553K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.98K+ 6.63% |
$23.8K - $26.3K
|
31.9K
$399K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 12.15% |
$21.3K - $23.6K
|
12.9K
$161K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19.9K- 8.1% |
$238K - $264K
|
226K
$2.82M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-60.2K- 99.58% |
$721K - $798K
|
254
$3.18K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.2% |
$47.9 - $53.1
|
1.96K
$24.5K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5KNew |
$18K - $19.9K
|
1.5K
$18.8K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.67K+ 13.81% |
$79.9K - $88.5K
|
55K
$687K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.65K- 57.28% |
$43.7K - $48.4K
|
2.72K
$34K
|
|
Q4 2023 | |||||||
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.56KNew |
$18.8K - $20.7K
|
1.56K
$19.5K
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-75K- 25.0% |
$902K - $992K
|
225K
$2.81M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.13K- 9.93% |
$110K - $121K
|
82.8K
$1.03M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 0.01% |
$108 - $119
|
118K
$1.48M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223New |
$2.68K - $2.95K
|
223
$2.79K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$3.71K - $4.07K
|
300
$3.75K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.1K- 30.52% |
$13.6K - $14.9K
|
2.51K
$31.4K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
346+ 6.58% |
$4.28K - $4.69K
|
5.6K
$70K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.31K- 94.73% |
$16.2K - $17.8K
|
73
$913
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.45K- 19.7% |
$42.7K - $46.8K
|
14.1K
$176K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$163K - $178K
|
13.2K
$165K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-147- 29.58% |
$1.82K - $1.99K
|
350
$4.38K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-402- 11.61% |
$4.97K - $5.45K
|
3.06K
$38.3K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
59.1KNew |
$732K - $801K
|
59.1K
$739K
|