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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-992- 7.98% |
$56.6K - $62.9K
|
11.4K
$741K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-973K- 96.29% |
$55.5M - $61.6M
|
37.5K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-44- 2.21% |
$2.51K - $2.79K
|
1.95K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-264- 2.19% |
$15.1K - $16.7K
|
11.8K
$765K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$22.8K - $25.3K
|
400
$25.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 26.19% |
$60.2K - $66.9K
|
2.97K
$193K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
712+ 16.26% |
$43K - $46K
|
5.09K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.6K- 97.74% |
$823K - $881K
|
315
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2.31K- 34.53% |
$139K - $149K
|
4.37K
$284K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 1.79% |
$8.75K - $9.36K
|
8.23K
$533K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
650+ 12.89% |
$39.2K - $42K
|
5.69K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.18K+ 3.8% |
$71.4K - $76.4K
|
32.3K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 25.7% |
$74.7K - $79.9K
|
3.58K
$232K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-211K- 96.55% |
$12.7M - $13.6M
|
7.55K
$489K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
280+ 1.51% |
$16.9K - $18.1K
|
18.8K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-332- 0.74% |
$20K - $21.4K
|
44.5K
$2.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 8.51% |
$65.3K - $69.9K
|
11.6K
$754K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.35KNew |
$81.3K - $87K
|
1.35K
$87.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-420- 9.94% |
$25.3K - $27.1K
|
3.81K
$247K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-298- 3.99% |
$18K - $19.2K
|
7.18K
$465K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
120+ 3.04% |
$7.24K - $7.75K
|
4.06K
$263K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.73KNew |
$289K - $303K
|
4.73K
$307K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$2.14K - $2.24K
|
35
$2.27K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.3KClosed |
$201K - $211K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.3K- 73.42% |
$2.04M - $2.13M
|
12.1K
$782K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.75K- 47.89% |
$229K - $240K
|
4.08K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.18K- 13.53% |
$255K - $267K
|
26.7K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$207K - $217K
|
3.38K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.17K- 9.6% |
$377K - $395K
|
58.1K
$3.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
7.42KNew |
$453K - $475K
|
7.42K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-682- 8.53% |
$41.7K - $43.7K
|
7.31K
$474K
|
|
| Q1 2023 | |||||||
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-53- 10.88% |
$3.14K - $3.39K
|
434
$28.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.27K- 99.97% |
$194K - $209K
|
1
$64.9
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.61K- 52.38% |
$273K - $295K
|
4.19K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
251+ 0.36% |
$14.9K - $16.1K
|
69.5K
$4.51M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
879New |
$52.2K - $56.2K
|
879
$57K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44New |
$2.61K - $2.81K
|
44
$2.85K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
366K+ 67.78% |
$21.7M - $23.4M
|
906K
$58.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
46+ 0.11% |
$2.73K - $2.94K
|
43.5K
$2.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.26KNew |
$193K - $209K
|
3.26K
$211K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-92.1K- 94.59% |
$5.46M - $5.89M
|
5.26K
$341K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.59K+ 4.51% |
$213K - $230K
|
83.1K
$5.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
145New |
$8.6K - $9.28K
|
145
$9.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
58New |
$3.44K - $3.71K
|
58
$3.76K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-130- 8.13% |
$7.71K - $8.32K
|
1.47K
$95.3K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.93KNew |
$282K - $326K
|
4.93K
$320K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-675- 6.82% |
$38.6K - $44.6K
|
9.22K
$598K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 0.57% |
$3.37K - $3.9K
|
10.2K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-694K- 98.41% |
$39.7M - $45.9M
|
11.2K
$729K
|
|