Latest Institutional Transactions on First Tr Exchange Traded Fd (FXD)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FXD) 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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.9K- 6.19% |
$741K - $818K
|
181K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
131+ 1.24% |
$8.13K - $8.98K
|
10.7K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
786+ 4.18% |
$48.8K - $53.9K
|
19.6K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
739+ 5.04% |
$45.9K - $50.6K
|
15.4K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
264+ 2.48% |
$16.4K - $18.1K
|
10.9K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.14% |
$372 - $411
|
4.23K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 26.01% |
$226K - $250K
|
17.7K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-297K- 98.5% |
$18.4M - $20.4M
|
4.53K
$291K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.21K- 21.15% |
$68.3K - $76.9K
|
4.5K
$289K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 32.79% |
$1.13K - $1.27K
|
41
$2.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
234New |
$13.2K - $14.9K
|
234
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
304New |
$17.2K - $19.4K
|
304
$19.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
108+ 0.11% |
$6.11K - $6.88K
|
98.4K
$6.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9+ 0.08% |
$509 - $573
|
11.8K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
175New |
$9.9K - $11.2K
|
175
$11.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.32K+ 134.1% |
$188K - $212K
|
5.8K
$373K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.24K- 16.16% |
$70.2K - $79.1K
|
6.44K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
135New |
$7.63K - $8.6K
|
135
$8.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.1K- 4.32% |
$625K - $704K
|
245K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 0.64% |
$143K - $161K
|
396K
$25.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
17New |
$961 - $1.08K
|
17
$1.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$185K - $208K
|
3.27K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.23KNew |
$182K - $206K
|
3.23K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.09% |
$566 - $637
|
11.1K
$714K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-475- 46.57% |
$26.9K - $30.3K
|
545
$35K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38KNew |
$191K - $216K
|
3.38K
$217K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.13KNew |
$357K - $393K
|
6.13K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.58KNew |
$209K - $230K
|
3.58K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.32K- 2.26% |
$252K - $277K
|
187K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
434New |
$25.3K - $27.8K
|
434
$27.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26.5K- 87.03% |
$1.55M - $1.7M
|
3.95K
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 32.29% |
$96.1K - $106K
|
3.46K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-190- 7.83% |
$11.1K - $12.2K
|
2.24K
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
168New |
$9.79K - $10.8K
|
168
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-190- 2.66% |
$11.1K - $12.2K
|
6.96K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
361New |
$21K - $23.1K
|
361
$23.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 825.0% |
$9.62K - $10.6K
|
185
$11.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.4KNew |
$81.4K - $89.5K
|
1.4K
$89.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76New |
$4.29K - $4.91K
|
76
$4.89K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
40.6KNew |
$2.29M - $2.62M
|
40.6K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-15- 28.3% |
$847 - $968
|
38
$2.44K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 25.04% |
$144K - $164K
|
12.7K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-512- 5.75% |
$28.9K - $33K
|
8.4K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-895Closed |
$50.6K - $57.8K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42New |
$2.37K - $2.71K
|
42
$2.7K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.65KNew |
$206K - $235K
|
3.65K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.32KNew |
$188K - $214K
|
3.32K
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.3K- 24.2% |
$73.6K - $84.1K
|
4.08K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-438- 8.95% |
$24.7K - $28.3K
|
4.46K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-171- 30.65% |
$9.66K - $11K
|
387
$24.9K
|
|