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 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
603+ 2.47% |
$33.8K - $45K
|
25K
$1.41M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
581+ 3.44% |
$32.6K - $43.3K
|
17.5K
$988K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
546+ 2.01% |
$30.6K - $40.7K
|
27.7K
$1.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$26.9K - $35.8K
|
480
$27.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465New |
$26.1K - $34.7K
|
465
$26.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
453+ 166.54% |
$25.4K - $33.8K
|
725
$41K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
390New |
$21.9K - $29.1K
|
390
$22K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
372+ 9.28% |
$20.9K - $27.8K
|
4.38K
$247K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 13.7% |
$19.6K - $26.1K
|
2.91K
$164K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
300New |
$16.8K - $22.4K
|
300
$16.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
279+ 26.1% |
$15.6K - $20.8K
|
1.35K
$76.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
278+ 30.72% |
$15.6K - $20.7K
|
1.18K
$66.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
259New |
$14.5K - $19.3K
|
259
$14.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
201+ 218.48% |
$11.3K - $15K
|
293
$16.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 2.66% |
$9.25K - $12.3K
|
6.36K
$359K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
156+ 8.45% |
$8.74K - $11.6K
|
2K
$113K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 25.84% |
$2.58K - $3.43K
|
224
$12.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
44New |
$2.47K - $3.28K
|
44
$2.49K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 4.42% |
$617 - $821
|
260
$14.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.14% |
$561 - $746
|
7.35K
$415K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2New |
$112 - $149
|
2
$113
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-3- 0.03% |
$168 - $224
|
11.7K
$662K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.28% |
$785 - $1.04K
|
4.91K
$277K
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-15- 0.28% |
$841 - $1.12K
|
5.25K
$297K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$4.2K - $5.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-90- 1.89% |
$5.04K - $6.71K
|
4.68K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-95- 0.88% |
$5.32K - $7.09K
|
10.7K
$604K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-119- 1.08% |
$6.67K - $8.88K
|
10.9K
$615K
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-220- 0.98% |
$12.3K - $16.4K
|
22.1K
$1.25M
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-222- 4.09% |
$12.4K - $16.6K
|
5.21K
$294K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-229- 0.19% |
$12.8K - $17.1K
|
122K
$6.88M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-401- 1.19% |
$22.5K - $29.9K
|
33.2K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-402- 11.37% |
$22.5K - $30K
|
3.13K
$177K
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-461- 3.92% |
$25.8K - $34.4K
|
11.3K
$639K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-509Closed |
$28.5K - $38K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-791- 8.38% |
$44.3K - $59K
|
8.64K
$488K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-852- 14.46% |
$47.8K - $63.6K
|
5.04K
$285K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-910- 4.1% |
$51K - $67.9K
|
21.3K
$1.2M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1K- 11.34% |
$56.2K - $74.8K
|
7.84K
$443K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.06K- 8.38% |
$59.1K - $78.7K
|
11.5K
$652K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.68K- 3.82% |
$94K - $125K
|
42.2K
$2.38M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.23K- 17.43% |
$125K - $166K
|
10.6K
$596K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.45K- 18.21% |
$137K - $182K
|
11K
$620K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.81KClosed |
$158K - $210K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.92K- 23.16% |
$164K - $218K
|
9.7K
$548K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.92K- 23.94% |
$164K - $218K
|
9.29K
$525K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.95KClosed |
$165K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.01KClosed |
$169K - $225K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.14K- 96.91% |
$176K - $234K
|
100
$5.65K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.22KClosed |
$180K - $240K
|
0
$0
|