Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXL)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXL) 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, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 2.5% |
$6.81K - $7.91K
|
1.95K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.68K- 1.34% |
$366K - $425K
|
198K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 27.17% |
$3.4K - $3.96K
|
67
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68New |
$9.26K - $10.8K
|
68
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 4.14% |
$186K - $216K
|
34.4K
$5.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725+ 100.83% |
$98.7K - $115K
|
1.44K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 50.36% |
$161K - $188K
|
3.54K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
190+ 0.17% |
$25.9K - $30.1K
|
113K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
128+ 2.98% |
$17.4K - $20.3K
|
4.43K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
59+ 0.88% |
$8.03K - $9.34K
|
6.73K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 14.53% |
$12.7K - $14.7K
|
547
$86.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
783+ 14.01% |
$107K - $124K
|
6.37K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 8.73% |
$2.72K - $3.17K
|
209
$33K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 1.61% |
$245K - $285K
|
110K
$17.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.69K- 6.11% |
$503K - $584K
|
56.8K
$8.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 24.47% |
$237K - $276K
|
8.87K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-116- 1.6% |
$15.8K - $18.4K
|
7.12K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
399+ 25.4% |
$54.3K - $63.1K
|
1.97K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 1.15% |
$5.31K - $6.17K
|
3.36K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.58KNew |
$897K - $1.04M
|
6.58K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$342K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.51KNew |
$751K - $872K
|
5.51K
$871K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630+ 11.31% |
$77.2K - $89.8K
|
6.2K
$980K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 21.92% |
$201K - $233K
|
5.84K
$922K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-366- 1.13% |
$44.8K - $52.2K
|
31.9K
$5.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.73KNew |
$579K - $674K
|
4.73K
$747K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
146New |
$17.9K - $20.8K
|
146
$23.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.5K- 7.09% |
$428K - $498K
|
45.8K
$7.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 23.31% |
$131K - $153K
|
5.67K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 13.63% |
$227K - $264K
|
11.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.02K+ 5.85% |
$615K - $716K
|
90.9K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.05K- 9.36% |
$129K - $150K
|
10.2K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38- 0.62% |
$4.65K - $5.42K
|
6.13K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
137+ 1712.5% |
$16.8K - $19.5K
|
145
$22.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.99K- 1.46% |
$244K - $283K
|
134K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.6K- 15.13% |
$1.91M - $2.22M
|
87.2K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.2% |
$8.33K - $9.69K
|
3.02K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$2.11M - $2.45M
|
17.2K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 4.46% |
$188K - $219K
|
32.9K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-88- 0.34% |
$10.8K - $12.5K
|
25.6K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-414- 0.25% |
$50.7K - $59K
|
168K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-196- 8.73% |
$24K - $27.9K
|
2.05K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$424K - $493K
|
3.46K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
728+ 37.35% |
$89.2K - $104K
|
2.68K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-62- 43.66% |
$7.59K - $8.84K
|
80
$12.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.2K- 26.0% |
$3.09M - $3.59M
|
71.8K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.86K- 5.98% |
$1.21M - $1.4M
|
155K
$24.5M
|
|