Latest Institutional Transactions on First Tr Exchange Traded First (FXG)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded First (FXG) 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248New |
$15.8K - $17.1K
|
248
$16.1K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 11.91% |
$98.2K - $106K
|
11.4K
$739K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.1K- 13.51% |
$2.04M - $2.21M
|
205K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 7.39% |
$118K - $128K
|
23.3K
$1.51M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.3K- 22.8% |
$784K - $850K
|
41.7K
$2.7M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.51K- 26.78% |
$351K - $381K
|
15.1K
$977K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 0.04% |
$829 - $898
|
32.2K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
272+ 4.47% |
$17.3K - $18.8K
|
6.36K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 0.23% |
$956 - $1.04K
|
6.49K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3K- 4.55% |
$191K - $207K
|
63K
$4.09M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-190- 9.12% |
$12.1K - $13.1K
|
1.89K
$123K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-600- 5.06% |
$38.2K - $41.4K
|
11.3K
$730K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-197- 1.35% |
$12.6K - $13.6K
|
14.4K
$935K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.42K+ 6.96% |
$282K - $305K
|
67.9K
$4.41M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 11.48% |
$20.9K - $22.7K
|
2.53K
$164K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.34K- 0.92% |
$213K - $231K
|
359K
$23.3M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 4.81% |
$19.1K - $20.7K
|
5.94K
$385K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-588- 52.04% |
$37.5K - $40.6K
|
542
$35.1K
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-31.1K- 48.26% |
$1.98M - $2.15M
|
33.4K
$2.16M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-314- 1.09% |
$20K - $21.7K
|
28.5K
$1.85M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.7K- 52.56% |
$1.77M - $1.91M
|
25K
$1.62M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
12.7K+ 85.12% |
$811K - $879K
|
27.7K
$1.79M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 15.79% |
$1.91K - $2.07K
|
160
$10.4K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.39K- 20.31% |
$88.3K - $95.7K
|
5.44K
$353K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.02K- 3.58% |
$65.3K - $70.7K
|
27.6K
$1.79M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307New |
$19.6K - $21.2K
|
307
$19.9K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.43% |
$191 - $207
|
696
$45.1K
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.86M - $4.19M
|
60.6K
$3.93M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.23K- 15.8% |
$78.5K - $85K
|
6.56K
$425K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$63.7 - $69.1
|
251
$16.3K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 1.08% |
$255 - $276
|
375
$24.3K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 4.24% |
$89K - $96.4K
|
34.3K
$2.23M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.3KNew |
$147K - $159K
|
2.3K
$149K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.05% |
$63.7 - $69.1
|
1.89K
$122K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-76- 0.75% |
$4.84K - $5.25K
|
10.1K
$653K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-789- 20.23% |
$50.3K - $54.5K
|
3.11K
$202K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.23% |
$319 - $345
|
2.19K
$142K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118- 0.32% |
$7.52K - $8.15K
|
36.4K
$2.36M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.52K+ 7.63% |
$607K - $658K
|
134K
$8.71M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 0.58% |
$10.7K - $11.6K
|
28.8K
$1.87M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
76New |
$4.84K - $5.25K
|
76
$4.93K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$63.7 - $69.1
|
17.9K
$1.16M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 11.72% |
$64.1K - $69.4K
|
9.58K
$621K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
543+ 23.3% |
$34.6K - $37.5K
|
2.87K
$186K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-821- 38.03% |
$52.3K - $56.7K
|
1.34K
$86.8K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.21KNew |
$206K - $219K
|
3.21K
$208K
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
12.4KNew |
$796K - $845K
|
12.4K
$803K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 108.7% |
$3.21K - $3.42K
|
96
$6.23K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
628New |
$40.4K - $42.9K
|
628
$40.7K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.71% |
$31.4K - $33.3K
|
9.86K
$640K
|