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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
225New |
$19.1K - $22.1K
|
225
$35.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.16KNew |
$98.1K - $114K
|
1.16K
$183K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
458New |
$38.9K - $45K
|
458
$72.4K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.27KClosed |
$197K - $247K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$11.5K - $14.5K
|
133
$21K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 1.86% |
$6.24K - $7.83K
|
3.8K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-43- 1.33% |
$3.73K - $4.67K
|
3.2K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-293- 7.34% |
$25.4K - $31.9K
|
3.7K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.5K- 51.02% |
$217K - $272K
|
2.4K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33.9KNew |
$2.94M - $3.68M
|
33.9K
$5.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-278- 10.38% |
$24.1K - $30.2K
|
2.4K
$379K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$86.7 - $109
|
3.12K
$493K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
$143K - $184K
|
1.57K
$248K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.06KClosed |
$188K - $241K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-70Closed |
$6.39K - $8.19K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
$2.1K - $2.69K
|
23
$3.63K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.07KClosed |
$646K - $827K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-148- 5.32% |
$13.5K - $17.3K
|
2.64K
$416K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$91.3K - $117K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-498- 11.57% |
$45.5K - $58.3K
|
3.81K
$601K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-21.4K- 73.87% |
$1.96M - $2.51M
|
7.58K
$1.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-3.37KClosed |
$307K - $394K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.56% |
$91.3 - $117
|
178
$28.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.63K- 75.46% |
$149K - $191K
|
530
$83.7K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.21KClosed |
$110K - $141K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2KClosed |
$183K - $234K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.18KClosed |
$199K - $255K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-2.4KClosed |
$219K - $281K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.57KClosed |
$235K - $301K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-29Closed |
$2.65K - $3.39K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25Closed |
$2.28K - $2.93K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100Closed |
$9.13K - $11.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-535Closed |
$56K - $70.3K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-939Closed |
$98.3K - $123K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.63KClosed |
$171K - $214K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.7KClosed |
$178K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
$206K - $259K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-1.88KClosed |
$197K - $247K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$4.44M - $5.57M
|
42.4K
$6.7M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 13.99% |
$10.5K - $13.1K
|
615
$97.2K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$209 - $263
|
2
$316
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-117Closed |
$12.2K - $15.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.07KClosed |
$426K - $535K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-478- 7.73% |
$50K - $62.8K
|
5.7K
$901K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.2KClosed |
$126K - $158K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.53KClosed |
$160K - $201K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.59KClosed |
$585K - $734K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
616New |
$64.5K - $80.9K
|
616
$97.3K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-6.76KClosed |
$707K - $888K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22Closed |
$2.3K - $2.89K
|
0
$0
|
|