Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXN)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
21.7KNew |
$332K - $393K
|
21.7K
$309K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
61.2KNew |
$935K - $1.1M
|
61.2K
$870K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
650New |
$9.94K - $11.7K
|
650
$9.25K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.35% |
$61.2 - $72.2
|
1.14K
$16.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-19.7K- 17.5% |
$301K - $356K
|
92.9K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
426New |
$6.51K - $7.69K
|
426
$6.06K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-736- 5.61% |
$10.5K - $11.9K
|
12.4K
$176K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
63.2KNew |
$904K - $1.02M
|
63.2K
$900K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.35K+ 50.61% |
$90.7K - $102K
|
18.9K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.22K- 20.05% |
$60.4K - $68.2K
|
16.8K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
745New |
$10.7K - $12K
|
745
$10.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.5KNew |
$150K - $169K
|
10.5K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
212+ 6.68% |
$3.03K - $3.42K
|
3.38K
$48.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
16.3KNew |
$233K - $263K
|
16.3K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.68K- 2.76% |
$24.1K - $27.1K
|
59.2K
$842K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.1KNew |
$15.7K - $17.8K
|
1.1K
$15.7K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
894New |
$12.8K - $14.4K
|
894
$12.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
319+ 6.65% |
$4.56K - $5.15K
|
5.12K
$72.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.32K- 29.52% |
$76K - $85.8K
|
12.7K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.32K+ 12.5% |
$33.2K - $37.5K
|
20.9K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.45K- 42.75% |
$135K - $152K
|
12.7K
$180K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-67- 0.54% |
$958 - $1.08K
|
12.3K
$176K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
200+ 20.0% |
$2.86K - $3.23K
|
1.2K
$17.1K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-13.8KClosed |
$202K - $246K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.5KNew |
$153K - $187K
|
10.5K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.31K- 74.79% |
$19.2K - $23.4K
|
443
$6.3K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$149K - $182K
|
10.2K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-68.1K- 55.72% |
$993K - $1.21M
|
54.1K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-424K- 78.31% |
$6.18M - $7.53M
|
117K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2K- 9.41% |
$29.2K - $35.6K
|
19.3K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-293K- 31.69% |
$4.27M - $5.21M
|
632K
$8.99M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.85K- 20.77% |
$85.3K - $104K
|
22.3K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
38.1KNew |
$556K - $678K
|
38.1K
$543K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879+ 3.17% |
$12.8K - $15.6K
|
28.6K
$407K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17KNew |
$247K - $302K
|
17K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
32.5K+ 4.86% |
$475K - $579K
|
703K
$10M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
15.9K+ 26.7% |
$232K - $283K
|
75.6K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-49.6K- 18.17% |
$723K - $882K
|
223K
$3.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.37KNew |
$78.2K - $95.4K
|
5.37K
$76.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
739New |
$10.8K - $13.1K
|
739
$10.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.49K+ 11.6% |
$36.2K - $44.2K
|
23.9K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
271New |
$3.95K - $4.82K
|
271
$3.86K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4.86KNew |
$70.8K - $86.3K
|
4.86K
$69.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.44K+ 29.79% |
$50.1K - $61.1K
|
15K
$213K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
72+ 5.55% |
$1.05K - $1.28K
|
1.37K
$19.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.02K+ 24.38% |
$102K - $125K
|
35.8K
$510K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1K- 80.06% |
$14.6K - $17.8K
|
249
$3.54K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.74K- 29.35% |
$113K - $138K
|
18.6K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-201K- 94.62% |
$2.94M - $3.58M
|
11.5K
$163K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-6.75K- 30.07% |
$98.4K - $120K
|
15.7K
$223K
|
|