Latest Institutional Purchases of First Tr Exchange Traded Fd (FXD)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (FXD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
70.3KNew |
$4.48M - $4.94M
|
70.3K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.6K+ 168.83% |
$2.33M - $2.58M
|
58.3K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 6.24% |
$1.98M - $2.18M
|
529K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.1K+ 13.32% |
$1.92M - $2.12M
|
256K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.5KNew |
$1.69M - $1.86M
|
26.5K
$1.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
22.9KNew |
$1.46M - $1.61M
|
22.9K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2KNew |
$844K - $931K
|
13.2K
$863K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 14.31% |
$759K - $837K
|
95.2K
$6.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.07KNew |
$514K - $567K
|
8.07K
$526K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.93K+ 28.46% |
$250K - $276K
|
17.7K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.4KNew |
$216K - $239K
|
3.4K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.3KNew |
$210K - $232K
|
3.3K
$215K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.67KNew |
$170K - $188K
|
2.67K
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
2.28K+ 10.07% |
$145K - $160K
|
24.9K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.05KNew |
$131K - $144K
|
2.05K
$134K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.87K+ 54.79% |
$119K - $131K
|
5.28K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.66KNew |
$106K - $117K
|
1.66K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15K+ 5.63% |
$73.1K - $80.6K
|
21.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.03K+ 6.8% |
$65.5K - $72.3K
|
16.1K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
849+ 37.06% |
$54.1K - $59.7K
|
3.14K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
522+ 12.78% |
$33.3K - $36.7K
|
4.61K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
464+ 15.07% |
$29.6K - $32.6K
|
3.54K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
331+ 2.42% |
$21.1K - $23.3K
|
14K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
278+ 5.89% |
$17.7K - $19.5K
|
5K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
106+ 0.48% |
$6.75K - $7.45K
|
22.1K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
91+ 0.77% |
$5.8K - $6.4K
|
11.9K
$773K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
86New |
$5.48K - $6.04K
|
86
$5.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
36+ 0.61% |
$2.29K - $2.53K
|
5.98K
$390K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 18.18% |
$1.53K - $1.69K
|
156
$10.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
23+ 1.44% |
$1.47K - $1.62K
|
1.62K
$106K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 12.57% |
$1.4K - $1.55K
|
197
$12.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$191 - $211
|
6.62K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$127 - $141
|
3.78K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.11% |
$63.7 - $70.3
|
925
$60.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$63.7 - $70.3
|
579
$37.7K
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8KNew |
$403K - $508K
|
8K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.87KNew |
$195K - $245K
|
3.87K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
3.63KNew |
$183K - $230K
|
3.63K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.31KNew |
$167K - $210K
|
3.31K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$165K - $207K
|
3.27K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400New |
$20.2K - $25.4K
|
400
$26.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269New |
$13.6K - $17.1K
|
269
$17.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
161New |
$8.12K - $10.2K
|
161
$10.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$3.68K - $4.63K
|
73
$4.76K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$2.42K - $3.05K
|
48
$3.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20New |
$1.01K - $1.27K
|
20
$1.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15New |
$756 - $952
|
15
$978
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12New |
$605 - $761
|
12
$782
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.49% |
$50.4 - $63.4
|
207
$13.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|