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 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.39K- 20.31% |
$88.3K - $95.7K
|
5.44K
$344K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307New |
$19.6K - $21.2K
|
307
$19.4K
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.6KNew |
$3.86M - $4.19M
|
60.6K
$3.84M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.4% |
$63.7 - $69.1
|
251
$15.9K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-789- 20.23% |
$50.3K - $54.5K
|
3.11K
$197K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-76- 0.75% |
$4.84K - $5.25K
|
10.1K
$638K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.23% |
$319 - $345
|
2.19K
$139K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118- 0.32% |
$7.52K - $8.15K
|
36.4K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.52K+ 7.63% |
$607K - $658K
|
134K
$8.51M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
76New |
$4.84K - $5.25K
|
76
$4.81K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 11.72% |
$64.1K - $69.4K
|
9.58K
$607K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.01% |
$63.7 - $69.1
|
17.9K
$1.13M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
543+ 23.3% |
$34.6K - $37.5K
|
2.87K
$182K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-821- 38.03% |
$52.3K - $56.7K
|
1.34K
$84.7K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.21KNew |
$206K - $219K
|
3.21K
$203K
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
12.4KNew |
$796K - $845K
|
12.4K
$784K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 108.7% |
$3.21K - $3.42K
|
96
$6.08K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.71% |
$31.4K - $33.3K
|
9.86K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.43KNew |
$220K - $234K
|
3.43K
$217K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-80- 1.22% |
$5.14K - $5.46K
|
6.45K
$409K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-570- 2.53% |
$36.6K - $38.9K
|
22K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
165+ 2.6% |
$10.6K - $11.3K
|
6.51K
$412K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
394New |
$25.3K - $26.9K
|
394
$25K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
193+ 5.13% |
$12.4K - $13.2K
|
3.95K
$250K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
101New |
$6.49K - $6.9K
|
101
$6.4K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-328- 6.58% |
$21.1K - $22.4K
|
4.66K
$295K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-143- 34.29% |
$9.19K - $9.77K
|
274
$17.4K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-19.1K- 80.15% |
$1.22M - $1.3M
|
4.72K
$299K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-545- 14.76% |
$35K - $37.2K
|
3.15K
$199K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-114- 44.19% |
$7.33K - $7.79K
|
144
$9.12K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
328New |
$21.1K - $22.4K
|
328
$20.8K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.39K- 56.82% |
$282K - $300K
|
3.34K
$211K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-529- 4.89% |
$34K - $36.1K
|
10.3K
$652K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41KNew |
$210K - $233K
|
3.41K
$216K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-497- 20.03% |
$30.6K - $34K
|
1.98K
$126K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
33.6KNew |
$2.07M - $2.3M
|
33.6K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.74KNew |
$354K - $393K
|
5.74K
$364K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 27.68% |
$1.21M - $1.35M
|
51.5K
$3.26M
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-187K- 88.29% |
$11.5M - $12.8M
|
24.9K
$1.57M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.07K- 25.14% |
$66.1K - $73.5K
|
3.2K
$202K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-284- 66.98% |
$17.5K - $19.5K
|
140
$8.87K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-10- 9.52% |
$616 - $685
|
95
$6.02K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-100- 2.46% |
$6.16K - $6.85K
|
3.96K
$251K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.52K- 41.36% |
$401K - $446K
|
9.24K
$585K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.89KNew |
$486K - $540K
|
7.89K
$500K
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.25K+ 34.35% |
$200K - $223K
|
12.7K
$805K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.77KNew |
$232K - $258K
|
3.77K
$239K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201New |
$12.4K - $13.8K
|
201
$12.7K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-165- 0.55% |
$10.2K - $11.3K
|
29.9K
$1.89M
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
704New |
$40.2K - $44.6K
|
704
$44.6K
|