Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
12.5K+ 8.69% |
$700K - $932K
|
156K
$8.83M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 9.46% |
$676K - $899K
|
139K
$7.88M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$653K - $870K
|
11.7K
$659K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$644K - $857K
|
11.5K
$649K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.4KNew |
$641K - $853K
|
11.4K
$646K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 4.49% |
$587K - $781K
|
244K
$13.8M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
10.4KNew |
$581K - $773K
|
10.4K
$585K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.64KNew |
$540K - $719K
|
9.64K
$545K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9.46K+ 4.52% |
$530K - $706K
|
219K
$12.4M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.13KNew |
$512K - $681K
|
9.13K
$516K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
8.6KNew |
$482K - $642K
|
8.6K
$486K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.08KNew |
$453K - $603K
|
8.08K
$457K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.08KNew |
$453K - $603K
|
8.08K
$456K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.86K+ 4.71% |
$440K - $586K
|
175K
$9.87M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.82K+ 2.81% |
$438K - $583K
|
286K
$16.1M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.57K+ 10.03% |
$424K - $565K
|
83.1K
$4.69M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.49KNew |
$420K - $559K
|
7.49K
$423K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7KNew |
$392K - $522K
|
7K
$395K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.36KNew |
$356K - $474K
|
6.36K
$359K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.6KNew |
$314K - $418K
|
5.6K
$316K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.43KNew |
$304K - $405K
|
5.43K
$307K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.41KNew |
$303K - $403K
|
5.41K
$305K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.39K+ 28.02% |
$302K - $402K
|
24.6K
$1.39M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.11KNew |
$286K - $381K
|
5.11K
$289K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.08KNew |
$285K - $379K
|
5.08K
$287K
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.63K+ 15.14% |
$259K - $345K
|
35.2K
$1.99M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.16K+ 135.01% |
$233K - $310K
|
7.24K
$409K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.9KNew |
$219K - $291K
|
3.9K
$220K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.63KNew |
$204K - $271K
|
3.63K
$205K
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.59K+ 95.76% |
$201K - $268K
|
7.35K
$415K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.57KNew |
$200K - $266K
|
3.57K
$202K
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.38KNew |
$190K - $252K
|
3.38K
$191K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.88K+ 31.59% |
$161K - $215K
|
12K
$678K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.68K+ 81.38% |
$150K - $200K
|
5.97K
$337K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.18K+ 17.21% |
$122K - $163K
|
14.9K
$839K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.18K+ 24.71% |
$122K - $163K
|
11K
$621K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.96K+ 17.32% |
$110K - $147K
|
13.3K
$751K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84K+ 32.12% |
$103K - $138K
|
7.59K
$428K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.64KNew |
$91.9K - $122K
|
1.64K
$92.6K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 0.67% |
$69.1K - $91.9K
|
184K
$10.4M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.17KNew |
$65.7K - $87.4K
|
1.17K
$66.2K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.1K+ 2.49% |
$61.5K - $81.8K
|
45.1K
$2.55M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
947New |
$53.1K - $70.6K
|
947
$53.5K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
820+ 15.52% |
$46K - $61.2K
|
6.11K
$345K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
791New |
$44.3K - $59K
|
791
$44.7K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
695+ 4.62% |
$39K - $51.8K
|
15.7K
$888K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
694+ 4.07% |
$38.9K - $51.8K
|
17.7K
$1M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
639+ 1.02% |
$35.8K - $47.7K
|
63.5K
$3.58M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
638New |
$35.8K - $47.6K
|
638
$36K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
629+ 48.5% |
$35.3K - $46.9K
|
1.93K
$109K
|