Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (XPND)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (XPND) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06KNew |
$35.1K - $38.9K
|
1.06K
$38.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.23KNew |
$40.8K - $45.2K
|
1.23K
$44.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.4K- 10.54% |
$79.7K - $88.2K
|
20.4K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.08K+ 47.17% |
$102K - $113K
|
9.61K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.4K+ 9.47% |
$444K - $492K
|
155K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
447+ 0.45% |
$14.8K - $16.4K
|
101K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
545+ 6.8% |
$18.1K - $20K
|
8.56K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
44New |
$1.46K - $1.62K
|
44
$1.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-302- 8.67% |
$10K - $11.1K
|
3.18K
$115K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
258+ 0.74% |
$8.56K - $9.48K
|
35.1K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
400+ 2.91% |
$13.3K - $14.7K
|
14.1K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
576+ 1.94% |
$19.1K - $21.2K
|
30.3K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.69KNew |
$222K - $246K
|
6.69K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48K+ 26.11% |
$82.2K - $91.1K
|
12K
$433K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
897+ 9.93% |
$29.8K - $33K
|
9.93K
$359K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.14K+ 13.94% |
$38K - $42K
|
9.35K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-250- 0.77% |
$8.3K - $9.19K
|
32.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.66K+ 51.3% |
$55K - $60.9K
|
4.88K
$177K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.75KNew |
$224K - $248K
|
6.75K
$244K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.1 - $33.7
|
1
$36.2
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11KNew |
$53K - $71.1K
|
2.11K
$76.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 63.04% |
$31.2K - $41.9K
|
730
$26.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
504New |
$12.7K - $17K
|
504
$18.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
13.4K+ 54.69% |
$377K - $439K
|
37.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.04KNew |
$254K - $296K
|
9.04K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
775New |
$21.8K - $25.4K
|
775
$28K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.24K+ 14.75% |
$63.1K - $73.5K
|
17.4K
$631K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804New |
$22.7K - $25.5K
|
804
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.79K- 11.99% |
$79K - $88.5K
|
20.5K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 35.82% |
$234K - $262K
|
14.8K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.83KNew |
$51.8K - $58K
|
1.83K
$66.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-45- 0.24% |
$1.27K - $1.43K
|
18.5K
$670K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
260New |
$0 - $7.43K
|
260
$9.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$0 - $5.72K
|
200
$7.23K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.11K- 3.14% |
$47.9K - $56.7K
|
65.1K
$2.35M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
663KNew |
$9.6M - $11.6M
|
663K
$24M
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.6KNew |
$68.8K - $87.3K
|
4.6K
$166K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.4KNew |
$364K - $479K
|
23.4K
$846K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4KNew |
$363K - $479K
|
23.4K
$845K
|
|