Latest Institutional Transactions on First Tr Exc Traded Fd Iv High (HISF)
This table provides information on the latest institutional transactions involving First Tr Exc Traded Fd Iv High (HISF) 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 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
8.43K+ 19.13% |
$368K - $386K
|
52.5K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12.4KNew |
$543K - $570K
|
12.4K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.95KNew |
$391K - $410K
|
8.95K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-455- 12.83% |
$19.9K - $20.8K
|
3.09K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221- 2.3% |
$9.64K - $10.1K
|
9.38K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.06K- 19.01% |
$46.1K - $48.4K
|
4.5K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 35.77% |
$424K - $445K
|
17.5K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.12K- 16.32% |
$49.1K - $51.5K
|
5.77K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 2.85% |
$29K - $30.4K
|
24K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.24% |
$131 - $137
|
1.25K
$55.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 13.57% |
$1.18K - $1.24K
|
172
$7.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$43 - $44.2
|
2
$88.4
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-122- 0.34% |
$5.25K - $5.39K
|
35.5K
$1.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.2K+ 34.45% |
$181K - $185K
|
16.4K
$724K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 0.07% |
$731 - $751
|
23.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.67K- 16.93% |
$373K - $383K
|
42.6K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.3KNew |
$1.39M - $1.43M
|
32.3K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.9K- 84.84% |
$254K - $261K
|
1.05K
$46.6K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66- 0.69% |
$2.84K - $2.91K
|
9.52K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
711+ 10.75% |
$30.6K - $31.4K
|
7.33K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-694- 13.01% |
$29.8K - $30.6K
|
4.64K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
21.3KNew |
$916K - $940K
|
21.3K
$941K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.5KNew |
$1.14M - $1.17M
|
26.5K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 23.53% |
$95.9K - $98.5K
|
7.25K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-477- 6.46% |
$20.5K - $21.1K
|
6.91K
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41K+ 59.85% |
$1.76M - $1.81M
|
109K
$4.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 0.83% |
$86 - $88.3
|
240
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$44.8K - $46K
|
1.04K
$46K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-296- 4.19% |
$12.7K - $13.1K
|
6.77K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.61KNew |
$241K - $248K
|
5.61K
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87- 1.06% |
$3.74K - $3.84K
|
8.1K
$358K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
16New |
$688 - $707
|
16
$707
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
474+ 2.64% |
$20.8K - $21.3K
|
18.4K
$814K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-108- 26.6% |
$4.74K - $4.85K
|
298
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 6.2% |
$81.5K - $83.4K
|
31.8K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97KNew |
$218K - $223K
|
4.97K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66KNew |
$337K - $344K
|
7.66K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.74K- 79.56% |
$76.3K - $78K
|
446
$19.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.94% |
$1.63K - $1.66K
|
660
$29.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.49KNew |
$313K - $337K
|
7.49K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.12K- 47.16% |
$256K - $275K
|
6.86K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
425New |
$17.7K - $19.1K
|
425
$18.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$42.6 - $44.4
|
1
$44.2
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$241K - $251K
|
5.66K
$250K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 8.76% |
$2.19K - $2.24K
|
521
$23K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$9.56K - $9.77K
|
218
$9.63K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.13K- 62.97% |
$357K - $369K
|
4.78K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.33KNew |
$410K - $424K
|
9.33K
$412K
|
|