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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 5.94% |
$1.63K - $1.66K
|
660
$29.1K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.49KNew |
$313K - $337K
|
7.49K
$330K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.66KNew |
$241K - $251K
|
5.66K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$42.6 - $44.4
|
1
$44
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$9.56K - $9.77K
|
218
$9.6K
|
|
| 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
$411K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-11.1K- 49.57% |
$488K - $504K
|
11.3K
$497K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$44K - $45.4K
|
1K
$44K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.19KNew |
$138K - $143K
|
3.19K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-334- 87.89% |
$14.4K - $14.9K
|
46
$2.03K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
748New |
$32.3K - $33.5K
|
748
$32.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 16.94% |
$43.6K - $45.2K
|
6.97K
$307K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 93.15% |
$62.9K - $66.8K
|
106
$4.67K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
256New |
$11.2K - $11.9K
|
256
$11.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 35.63% |
$682K - $725K
|
59.6K
$2.62M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$44.8K - $48.2K
|
1K
$44K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-348Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-19Closed |
$850 - $915
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
717+ 5.08% |
$32.1K - $34.5K
|
14.8K
$653K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.7KClosed |
$345K - $371K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5+ 0.88% |
$239 - $256
|
571
$25.1K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.92KClosed |
$91.7K - $98.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-37.7KClosed |
$1.8M - $1.93M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.4KClosed |
$499K - $533K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.45KClosed |
$261K - $279K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.48KClosed |
$214K - $229K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
250New |
$12.2K - $12.7K
|
250
$11K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.37KClosed |
$67.3K - $70K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-17Closed |
$838 - $872
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-36.5KClosed |
$1.74M - $1.81M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.01KClosed |
$429K - $447K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-21Closed |
$934 - $1.02K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-142Closed |
$6.32K - $6.87K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20- 33.33% |
$890 - $968
|
40
$1.76K
|
|
|
Jan 19, 2021
Q4 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-13.4KClosed |
$598K - $650K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.94KClosed |
$217K - $230K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-8.76KClosed |
$385K - $408K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.9KClosed |
$171K - $182K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-10.7KClosed |
$429K - $510K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.1KClosed |
$486K - $578K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5KClosed |
$201K - $239K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100Closed |
$4.03K - $4.79K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
305+ 381.25% |
$11.4K - $15.8K
|
385
$17K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-469Closed |
$17.5K - $24.3K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.87KClosed |
$182K - $252K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-61.6KClosed |
$2.3M - $3.19M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
350New |
$13.1K - $18.1K
|
350
$15.4K
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.02KClosed |
$202K - $212K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-475Closed |
$23.9K - $25K
|
0
$0
|
|