Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.7K+ 1058.9% |
$3.22M - $3.56M
|
64.2K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.1K+ 11.06% |
$937K - $1.04M
|
172K
$9.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.1KNew |
$880K - $974K
|
16.1K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3KNew |
$618K - $684K
|
11.3K
$602K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.43KNew |
$407K - $450K
|
7.43K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.61K+ 118.16% |
$253K - $280K
|
8.52K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.56K+ 59316.67% |
$195K - $216K
|
3.57K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
50+ 0.39% |
$2.74K - $3.03K
|
13K
$695K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$1.37K - $1.52K
|
25
$1.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$767 - $849
|
3.68K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 1.72% |
$164 - $182
|
171
$9.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 6.42% |
$767 - $849
|
204
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-67- 1.15% |
$3.67K - $4.06K
|
5.77K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-239- 1.23% |
$13.1K - $14.5K
|
19.1K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-267- 30.51% |
$14.6K - $16.2K
|
608
$32.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-541- 5.32% |
$29.6K - $32.8K
|
9.62K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-641- 7.34% |
$35.1K - $38.9K
|
8.1K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.39K- 26.53% |
$131K - $145K
|
6.61K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.64K- 26.66% |
$144K - $160K
|
7.25K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.79K- 10.18% |
$317K - $351K
|
51.1K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.39K- 17.59% |
$405K - $448K
|
34.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 17.9% |
$585K - $648K
|
49K
$2.62M
|