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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.8K- 1.61% |
$245K - $285K
|
110K
$17.2M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $158
|
1.72K
$270K
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-3.69K- 6.11% |
$503K - $584K
|
56.8K
$8.92M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.64% |
$12.7K - $14.7K
|
5.56K
$873K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$136 - $158
|
9.4K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 1.15% |
$5.31K - $6.17K
|
3.36K
$527K
|
|
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
$309K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74K+ 24.47% |
$237K - $276K
|
8.87K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.58KNew |
$897K - $1.04M
|
6.58K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$294K - $342K
|
2.16K
$340K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.51KNew |
$751K - $872K
|
5.51K
$866K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630+ 11.31% |
$77.2K - $89.8K
|
6.2K
$973K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 21.92% |
$201K - $233K
|
5.84K
$916K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-366- 1.13% |
$44.8K - $52.2K
|
31.9K
$5.01M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
146New |
$17.9K - $20.8K
|
146
$22.9K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.5K- 7.09% |
$428K - $498K
|
45.8K
$7.19M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 23.31% |
$131K - $153K
|
5.67K
$891K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 4.46% |
$188K - $219K
|
32.9K
$5.16M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$2.11M - $2.45M
|
17.2K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.2% |
$8.33K - $9.69K
|
3.02K
$474K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 13.63% |
$227K - $264K
|
11.8K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.02K+ 5.85% |
$615K - $716K
|
90.9K
$14.3M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-88- 0.34% |
$10.8K - $12.5K
|
25.6K
$4.02M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-414- 0.25% |
$50.7K - $59K
|
168K
$26.3M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.99K- 1.46% |
$244K - $283K
|
134K
$21M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-196- 8.73% |
$24K - $27.9K
|
2.05K
$322K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.05K- 9.36% |
$129K - $150K
|
10.2K
$1.6M
|
|
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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$424K - $493K
|
3.46K
$543K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
728+ 37.35% |
$89.2K - $104K
|
2.68K
$420K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38- 0.62% |
$4.65K - $5.42K
|
6.13K
$962K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
137+ 1712.5% |
$16.8K - $19.5K
|
145
$22.8K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.6K- 15.13% |
$1.91M - $2.22M
|
87.2K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-492- 8.32% |
$60.3K - $70.1K
|
5.42K
$851K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2K+ 98.94% |
$2.72M - $3.17M
|
44.7K
$7.02M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-998- 13.41% |
$122K - $142K
|
6.44K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.39K- 35.12% |
$537K - $625K
|
8.1K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-400- 16.67% |
$49K - $57K
|
2K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 92.21% |
$1.88M - $2.18M
|
31.9K
$5.01M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.36K+ 9.72% |
$534K - $622K
|
49.2K
$7.73M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.88K+ 1739.51% |
$965K - $1.12M
|
8.33K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 5.47% |
$29.4K - $34.2K
|
4.15K
$652K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-314- 7.45% |
$38.5K - $44.7K
|
3.9K
$613K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.1K- 7.62% |
$8.34M - $9.7M
|
825K
$130M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.86K- 5.98% |
$1.21M - $1.4M
|
155K
$24.3M
|
|
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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.5K- 2.3% |
$1.9M - $2.21M
|
659K
$104M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.02K- 5.9% |
$125K - $145K
|
16.2K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
428New |
$52.4K - $61K
|
428
$67.2K
|