Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
443KNew |
$24.5M - $27.9M
|
443K
$25M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
404K+ 634.78% |
$22.4M - $25.5M
|
468K
$26.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254K+ 39.61% |
$14.1M - $16M
|
894K
$50.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 95.08% |
$9.32M - $10.6M
|
345K
$19.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
129KNew |
$7.18M - $8.18M
|
129K
$7.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120KNew |
$6.66M - $7.59M
|
120K
$6.79M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.8K+ 98.43% |
$5.14M - $5.86M
|
187K
$10.6M
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
90.6K+ 1246.66% |
$5.02M - $5.72M
|
97.9K
$5.53M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.8K+ 716.69% |
$4.7M - $5.35M
|
96.6K
$5.46M
|
|
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
83.4KNew |
$4.62M - $5.27M
|
83.4K
$4.71M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.8K+ 73.56% |
$2.98M - $3.4M
|
127K
$7.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
47.5KNew |
$2.63M - $3M
|
47.5K
$2.68M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
44K+ 50.06% |
$2.44M - $2.78M
|
132K
$7.44M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 94.2% |
$2.44M - $2.78M
|
90.6K
$5.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.1KNew |
$2.28M - $2.59M
|
41.1K
$2.32M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1KNew |
$2M - $2.28M
|
36.1K
$2.04M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.5M - $1.71M
|
27.1K
$1.53M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.2KNew |
$1.45M - $1.65M
|
26.2K
$1.48M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1K+ 161.33% |
$1.33M - $1.52M
|
39K
$2.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 71.63% |
$1.27M - $1.45M
|
54.9K
$3.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 23.3% |
$1.27M - $1.45M
|
121K
$6.84M
|
|
|
Jul 15, 2021
Q2 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.6K+ 33.54% |
$1.25M - $1.43M
|
90.1K
$5.09M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 49.04% |
$1.02M - $1.17M
|
56.2K
$3.17M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15.2K+ 1640.24% |
$843K - $960K
|
16.1K
$911K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.3K+ 690.32% |
$795K - $905K
|
16.4K
$927K
|
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
13.4KNew |
$743K - $846K
|
13.4K
$757K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.8K+ 27.02% |
$652K - $742K
|
55.3K
$3.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.2K+ 16.2% |
$620K - $707K
|
80.3K
$4.53M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.2K+ 99.71% |
$620K - $706K
|
22.4K
$1.27M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.53KNew |
$528K - $602K
|
9.53K
$538K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.34K+ 9343.0% |
$518K - $590K
|
9.44K
$533K
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.06K+ 110.74% |
$447K - $509K
|
15.3K
$867K
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.6KNew |
$421K - $480K
|
7.6K
$429K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
7.42K+ 56.18% |
$411K - $468K
|
20.6K
$1.16M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.09KNew |
$393K - $448K
|
7.09K
$400K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7K+ 88.18% |
$388K - $442K
|
14.9K
$844K
|
|
|
Jul 22, 2021
Q2 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
6.09KNew |
$338K - $385K
|
6.09K
$344K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.07K+ 9.47% |
$336K - $383K
|
70.1K
$3.96M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.72KNew |
$317K - $361K
|
5.72K
$323K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.11KNew |
$283K - $323K
|
5.11K
$289K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.66K+ 12.46% |
$258K - $294K
|
42.1K
$2.38M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.55KNew |
$252K - $287K
|
4.55K
$257K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.51KNew |
$250K - $285K
|
4.51K
$255K
|
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.8KNew |
$211K - $240K
|
3.8K
$215K
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.67KNew |
$203K - $231K
|
3.67K
$207K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.58K+ 42.5% |
$198K - $226K
|
12K
$678K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.15K+ 8.75% |
$174K - $199K
|
39.1K
$2.21M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 23.78% |
$152K - $174K
|
14.3K
$808K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.55KNew |
$141K - $161K
|
2.55K
$144K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.33K+ 9.23% |
$129K - $147K
|
27.5K
$1.55M
|