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 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.02KNew |
$249K - $275K
|
2.02K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-75- 3.69% |
$9.27K - $10.2K
|
1.96K
$322K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$1.73K - $1.91K
|
14
$2.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
34New |
$4.2K - $4.63K
|
34
$5.59K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
43New |
$5.25K - $5.96K
|
43
$7.07K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.7KNew |
$1.31M - $1.49M
|
10.7K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8K- 41.45% |
$977K - $1.11M
|
11.3K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.56KNew |
$190K - $216K
|
1.56K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
234New |
$28.6K - $32.4K
|
234
$38.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
172+ 1.75% |
$21K - $23.8K
|
10K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 6.15% |
$307K - $349K
|
43.4K
$7.14M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-17- 3.84% |
$2.08K - $2.36K
|
426
$70.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
389New |
$47.5K - $53.9K
|
389
$64K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$2.14K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
70New |
$8.55K - $9.7K
|
70
$11.5K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
486+ 607.5% |
$59.4K - $67.3K
|
566
$93.1K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$190K - $215K
|
1.55K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111New |
$13.6K - $15.4K
|
111
$18.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
11New |
$1.34K - $1.52K
|
11
$1.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-160- 27.4% |
$19.5K - $22.2K
|
424
$69.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-227- 56.61% |
$27.7K - $31.5K
|
174
$28.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-30- 71.43% |
$3.66K - $4.16K
|
12
$1.97K
|
|
| Q4 2023 | |||||||
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-52- 0.47% |
$5.41K - $6.73K
|
11.1K
$1.83M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
252New |
$26.2K - $32.6K
|
252
$41.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$104K - $129K
|
1K
$164K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
796New |
$82.8K - $103K
|
796
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$269K - $335K
|
2.59K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.98KNew |
$206K - $256K
|
1.98K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.63KNew |
$169K - $210K
|
1.63K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
475New |
$49.4K - $61.4K
|
475
$78.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.34K+ 224.29% |
$452K - $561K
|
6.28K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$577K - $717K
|
5.55K
$912K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
106New |
$11K - $13.7K
|
106
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-694- 30.61% |
$72.2K - $89.8K
|
1.57K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-834- 28.33% |
$86.8K - $108K
|
2.11K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $129
|
264
$43.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.77KNew |
$184K - $229K
|
1.77K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.34% |
$104 - $129
|
292
$48K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.63K+ 4.29% |
$482K - $599K
|
113K
$18.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.94% |
$2.5K - $3.1K
|
2.58K
$424K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2025
Q3 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
450+ 20.45% |
$48.5K - $54.5K
|
2.65K
$436K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-270- 31.62% |
$29.1K - $32.7K
|
584
$96.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
133New |
$14.3K - $16.1K
|
133
$21.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
135New |
$14.5K - $16.3K
|
135
$22.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24New |
$2.59K - $2.9K
|
24
$3.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7New |
$754 - $847
|
7
$1.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.4K- 99.29% |
$1.45M - $1.62M
|
96
$15.8K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.59KNew |
$249K - $298K
|
2.59K
$426K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
79.8KNew |
$7.68M - $9.18M
|
79.8K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$1.2M - $1.43M
|
12.5K
$2.05M
|
|