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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
205New |
$23.6K - $32.3K
|
205
$33.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.35KNew |
$156K - $213K
|
1.35K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.79KNew |
$782K - $1.07M
|
6.79K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-108- 55.38% |
$12.5K - $17K
|
87
$14.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$15.3K - $20.9K
|
133
$21.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.34KNew |
$154K - $210K
|
1.34K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 32.96% |
$136K - $186K
|
2.4K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118New |
$13.6K - $18.6K
|
118
$19.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$154K - $210K
|
1.34K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
148+ 1.15% |
$17.1K - $23.3K
|
13K
$2.14M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.32% |
$4.61K - $6.29K
|
3K
$493K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.02KNew |
$396K - $486K
|
3.02K
$497K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
850New |
$112K - $137K
|
850
$140K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
3.41KNew |
$447K - $548K
|
3.41K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-135- 4.02% |
$17.7K - $21.7K
|
3.23K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.25K- 50.0% |
$426K - $522K
|
3.25K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 38.98% |
$3.02K - $3.7K
|
82
$13.5K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.01K+ 99.31% |
$132K - $162K
|
2.02K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-229- 9.42% |
$30K - $36.8K
|
2.2K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-50- 34.97% |
$6.56K - $8.04K
|
93
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
90New |
$11.8K - $14.5K
|
90
$14.8K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-150- 0.66% |
$19.7K - $24.1K
|
22.4K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.65K- 98.96% |
$610K - $747K
|
49
$8.06K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-159- 45.56% |
$20.9K - $25.6K
|
190
$31.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.35% |
$131 - $161
|
75
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.4K- 52.94% |
$708K - $868K
|
4.8K
$790K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.55KNew |
$203K - $249K
|
1.55K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$6.56K - $8.04K
|
50
$8.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-279- 40.79% |
$36.6K - $44.8K
|
405
$66.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
22.1KNew |
$2.9M - $3.55M
|
22.1K
$3.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-378Closed |
$49.6K - $60.8K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 81.29% |
$132K - $162K
|
232
$38.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-22- 0.66% |
$2.89K - $3.54K
|
3.34K
$549K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.78K- 53.18% |
$496K - $608K
|
3.33K
$548K
|
|
| Q4 2024 | |||||||
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.72KNew |
$235K - $273K
|
1.72K
$283K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
344New |
$46.8K - $54.4K
|
344
$56.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
125New |
$17K - $19.8K
|
125
$20.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$13.6K - $15.8K
|
100
$16.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.05KNew |
$279K - $324K
|
2.05K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
19KNew |
$2.59M - $3.01M
|
19K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
167New |
$22.7K - $26.4K
|
167
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-160- 3.62% |
$21.8K - $25.3K
|
4.27K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14- 17.5% |
$1.91K - $2.22K
|
66
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
693New |
$94.4K - $110K
|
693
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 3.37% |
$409 - $475
|
86
$14.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
729New |
$99.3K - $115K
|
729
$120K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-74- 1.37% |
$10.1K - $11.7K
|
5.31K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.59K - $3.01K
|
19
$3.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
650New |
$88.5K - $103K
|
650
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
79KNew |
$10.8M - $12.5M
|
79K
$13M
|
|