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 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-129- 1.6% |
$8.2K - $9.2K
|
7.93K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150Closed |
$9.54K - $10.7K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-198- 4.13% |
$12.6K - $14.1K
|
4.6K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-201- 6.27% |
$12.8K - $14.3K
|
3.01K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-206- 4.17% |
$13.1K - $14.7K
|
4.74K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-241- 3.97% |
$15.3K - $17.2K
|
5.82K
$348K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-259- 6.22% |
$16.5K - $18.5K
|
3.9K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-277- 3.11% |
$17.6K - $19.8K
|
8.62K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-284- 14.28% |
$18.1K - $20.3K
|
1.71K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-296- 15.6% |
$18.8K - $21.1K
|
1.6K
$95.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-302- 11.84% |
$19.2K - $21.5K
|
2.25K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-307- 3.8% |
$19.5K - $21.9K
|
7.77K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-339- 3.55% |
$21.6K - $24.2K
|
9.2K
$550K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-408- 3.65% |
$25.9K - $29.1K
|
10.8K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-415- 10.29% |
$26.4K - $29.6K
|
3.62K
$216K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-454- 7.24% |
$28.9K - $32.4K
|
5.82K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-610- 15.02% |
$38.8K - $43.5K
|
3.45K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-636- 9.15% |
$40.4K - $45.4K
|
6.31K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-700- 10.23% |
$44.5K - $49.9K
|
6.14K
$367K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-714- 3.01% |
$45.4K - $50.9K
|
23K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-765- 2.22% |
$48.6K - $54.6K
|
33.6K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-773- 18.18% |
$49.1K - $55.1K
|
3.48K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-835- 20.53% |
$53.1K - $59.6K
|
3.23K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-900- 22.07% |
$57.2K - $64.2K
|
3.18K
$190K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-914- 24.8% |
$58.1K - $65.2K
|
2.77K
$166K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.02K- 7.75% |
$64.9K - $72.8K
|
12.2K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.19K- 3.83% |
$75.3K - $84.5K
|
29.8K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.3K- 18.2% |
$82.6K - $92.7K
|
5.84K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.35K- 10.39% |
$85.9K - $96.4K
|
11.6K
$696K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.57K- 23.2% |
$100K - $112K
|
5.21K
$311K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.7K- 97.2% |
$108K - $121K
|
49
$2.93K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 18.39% |
$130K - $146K
|
9.07K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.09K- 13.83% |
$133K - $149K
|
13K
$777K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.26K- 13.64% |
$144K - $161K
|
14.3K
$855K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.38K- 20.02% |
$151K - $170K
|
9.5K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 28.55% |
$158K - $178K
|
6.24K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 38.5% |
$165K - $186K
|
4.16K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.37K- 2.54% |
$214K - $240K
|
129K
$7.72M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.42K- 9.58% |
$344K - $386K
|
51.2K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.39K- 58.97% |
$406K - $456K
|
4.45K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.4K- 14.31% |
$407K - $457K
|
38.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.65K- 47.57% |
$423K - $474K
|
7.33K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.67K- 13.42% |
$487K - $547K
|
49.4K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.81K- 92.47% |
$497K - $557K
|
636
$38K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.77K- 27.54% |
$558K - $626K
|
23.1K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.7K- 18.54% |
$677K - $760K
|
46.8K
$2.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 9.7% |
$791K - $888K
|
116K
$6.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.5K- 39.21% |
$861K - $966K
|
21K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 34.42% |
$941K - $1.06M
|
28.2K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.3K- 2.39% |
$974K - $1.09M
|
626K
$37.5M
|