Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122KNew |
$7.74M - $8.69M
|
122K
$7.33M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 16.28% |
$3.34M - $3.75M
|
375K
$22.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 5.39% |
$1.19M - $1.34M
|
367K
$22.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.06M - $1.19M
|
16.6K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16K+ 32.1% |
$1.02M - $1.14M
|
66K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 5.62% |
$1.01M - $1.13M
|
299K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7K+ 42.98% |
$746K - $838K
|
39.1K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11K+ 10.68% |
$699K - $785K
|
114K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.75K+ 8779.28% |
$619K - $695K
|
9.86K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.11K+ 69.01% |
$579K - $650K
|
22.3K
$1.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.13K+ 18.19% |
$517K - $580K
|
52.8K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.9KNew |
$439K - $492K
|
6.9K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.08KNew |
$387K - $434K
|
6.08K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.36K+ 42.53% |
$277K - $311K
|
14.6K
$878K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.33KNew |
$212K - $238K
|
3.33K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.61KNew |
$103K - $115K
|
1.61K
$97.1K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 17.02% |
$102K - $114K
|
11K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.5K+ 24.08% |
$95.4K - $107K
|
7.73K
$465K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.17K+ 2.38% |
$74.6K - $83.7K
|
50.4K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 10.63% |
$68.5K - $76.9K
|
11.2K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
796New |
$50.6K - $56.8K
|
796
$47.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
737+ 1713.95% |
$46.9K - $52.6K
|
780
$46.9K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
700+ 560.0% |
$44.5K - $49.9K
|
825
$49.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
608+ 0.63% |
$38.7K - $43.4K
|
96.5K
$5.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
271New |
$17.2K - $19.3K
|
271
$16.3K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
257+ 3.84% |
$16.3K - $18.3K
|
6.95K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$12.7K - $14.3K
|
200
$12K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
139+ 0.19% |
$8.84K - $9.92K
|
73.2K
$4.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
127+ 1.87% |
$8.07K - $9.06K
|
6.9K
$415K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
119New |
$7.56K - $8.49K
|
119
$7.16K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 1.08% |
$4.51K - $5.07K
|
6.63K
$399K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.25% |
$3.18K - $3.57K
|
4.06K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 4800.0% |
$3.05K - $3.42K
|
49
$2.95K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.47% |
$2.99K - $3.35K
|
424
$25.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
43+ 0.36% |
$2.73K - $3.07K
|
11.9K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36+ 13.14% |
$2.29K - $2.57K
|
310
$18.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
32+ 0.59% |
$2.03K - $2.28K
|
5.44K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17+ 0.16% |
$1.08K - $1.21K
|
10.6K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
15+ 0.27% |
$954 - $1.07K
|
5.52K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.65% |
$127 - $143
|
312
$18.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.44% |
$63.6 - $71.3
|
229
$13.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.59% |
$63.6 - $71.3
|
171
$10.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.08% |
$63.6 - $71.3
|
1.2K
$72.3K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$63.6 - $71.3
|
3.18K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 2.35% |
$127 - $143
|
83
$4.99K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3- 0.2% |
$191 - $214
|
1.51K
$90.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-25- 0.19% |
$1.59K - $1.78K
|
13.4K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 23.81% |
$3.18K - $3.57K
|
160
$9.62K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.5% |
$3.18K - $3.57K
|
3.28K
$197K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67- 1.77% |
$4.26K - $4.78K
|
3.72K
$224K
|