Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.17K- 1.77% |
$192K - $228K
|
176K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.85K- 40.33% |
$294K - $349K
|
7.18K
$409K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.88K- 39.41% |
$296K - $351K
|
7.5K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.99K- 2.94% |
$303K - $359K
|
165K
$9.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.05K- 7.55% |
$306K - $363K
|
61.8K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.08K- 50.0% |
$308K - $365K
|
5.08K
$290K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.47K- 41.27% |
$332K - $394K
|
7.79K
$444K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.86K- 8.85% |
$355K - $421K
|
60.3K
$3.44M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.5K- 11.12% |
$576K - $684K
|
76K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.5K- 11.12% |
$576K - $684K
|
76K
$4.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 1.85% |
$624K - $740K
|
546K
$31.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.8K- 72.28% |
$716K - $849K
|
4.53K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14.6K- 54.13% |
$883K - $1.05M
|
12.3K
$704K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.6K- 57.65% |
$887K - $1.05M
|
10.7K
$613K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-16.9K- 17.64% |
$1.02M - $1.22M
|
78.9K
$4.5M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.1K- 52.45% |
$1.04M - $1.23M
|
15.5K
$884K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.6K- 83.01% |
$1.13M - $1.34M
|
3.81K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.8K- 5.61% |
$1.2M - $1.43M
|
334K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-22.5K- 50.88% |
$1.36M - $1.62M
|
21.7K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.3K- 12.97% |
$2.14M - $2.54M
|
237K
$13.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44K- 72.26% |
$2.67M - $3.16M
|
16.9K
$962K
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.81M- 98.47% |
$110M - $130M
|
28.2K
$1.61M
|