Latest Institutional Purchases of First Tr Exchange Traded Fd Fi (FXL)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
7.25KNew |
$660K - $779K
|
7.25K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2KNew |
$182K - $215K
|
2K
$297K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.97KNew |
$179K - $212K
|
1.97K
$293K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85KNew |
$168K - $199K
|
1.85K
$275K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
859+ 818.1% |
$78.2K - $92.3K
|
964
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
742New |
$67.6K - $79.8K
|
742
$110K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
500+ 19.8% |
$45.5K - $53.7K
|
3.03K
$449K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
252New |
$22.9K - $27.1K
|
252
$37.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
212+ 6.47% |
$19.3K - $22.8K
|
3.49K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55New |
$5.01K - $5.91K
|
55
$8.17K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
46New |
$4.19K - $4.94K
|
46
$6.83K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.75% |
$1.55K - $1.83K
|
2.28K
$338K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
23.7KNew |
$2.01M - $2.33M
|
23.7K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6KNew |
$306K - $354K
|
3.6K
$535K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.16KNew |
$98.1K - $114K
|
1.16K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.1K+ 100.0% |
$93.6K - $108K
|
2.21K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
962New |
$81.6K - $94.6K
|
962
$143K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
458New |
$38.9K - $45K
|
458
$68K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310New |
$26.3K - $30.5K
|
310
$46.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
225New |
$19.1K - $22.1K
|
225
$33.4K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
145+ 2.14% |
$12.3K - $14.3K
|
6.94K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
76New |
$6.45K - $7.48K
|
76
$11.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.58K - $5.31K
|
54
$8.02K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
47New |
$3.99K - $4.62K
|
47
$6.98K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
33.9KNew |
$2.94M - $3.68M
|
33.9K
$5.03M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
133New |
$11.5K - $14.5K
|
133
$19.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$86.7 - $109
|
3.12K
$464K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.57KNew |
$143K - $184K
|
1.57K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23New |
$2.1K - $2.69K
|
23
$3.42K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.56% |
$91.3 - $117
|
178
$26.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.4KNew |
$4.44M - $5.57M
|
42.4K
$6.3M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
616New |
$64.5K - $80.9K
|
616
$91.5K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$209 - $263
|
2
$297
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$1.66M - $1.89M
|
13.7K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
249New |
$30.3K - $34.5K
|
249
$37K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.3KNew |
$3.74M - $4.07M
|
31.3K
$4.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
6+ 35.29% |
$718 - $780
|
23
$3.42K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.65KNew |
$181K - $206K
|
1.65K
$245K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.09KNew |
$115K - $136K
|
1.09K
$162K
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1KNew |
$105K - $125K
|
1K
$149K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Concord Wealth Partners
|
BUY
|
- |
100New |
$8.98K - $11.4K
|
100
$14.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
61New |
$5.48K - $6.96K
|
61
$9.06K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.23KNew |
$353K - $409K
|
4.23K
$629K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
449New |
$37.4K - $43.4K
|
449
$66.7K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
205+ 2.35% |
$11.4K - $17.1K
|
8.93K
$1.33M
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.97K+ 12.19% |
$189K - $217K
|
27.3K
$4.06M
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
232New |
N/A
|
232
$34.5K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
258KNew |
N/A
|
258K
$38.3M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
53.3KNew |
N/A
|
53.3K
$7.93M
|
|