Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
24K+ 568.72% |
$1.12M - $1.37M
|
28.2K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21.9K+ 12.74% |
$1.02M - $1.25M
|
194K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 220.08% |
$977K - $1.2M
|
30.4K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53K+ 8.61% |
$259K - $316K
|
69.8K
$4.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 28.02% |
$210K - $257K
|
20.6K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9K+ 7.64% |
$182K - $223K
|
55K
$3.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.9KNew |
$182K - $223K
|
3.9K
$240K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.26K+ 120.18% |
$153K - $187K
|
5.98K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 7.86% |
$127K - $156K
|
37.4K
$2.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37KNew |
$111K - $136K
|
2.37K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.35K+ 19.93% |
$110K - $134K
|
14.1K
$871K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 2.5% |
$105K - $129K
|
92.3K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 5.82% |
$72.3K - $88.5K
|
28.1K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 4.7% |
$50.1K - $61.3K
|
23.9K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 26.97% |
$48.2K - $58.9K
|
4.85K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
750New |
$35.1K - $42.9K
|
750
$46.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
384+ 3.09% |
$18K - $22K
|
12.8K
$789K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325+ 541.67% |
$15.2K - $18.6K
|
385
$23.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
231+ 6.39% |
$10.8K - $13.2K
|
3.85K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
210+ 9.71% |
$9.82K - $12K
|
2.37K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
128+ 7.18% |
$5.99K - $7.32K
|
1.91K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 1.54% |
$2.57K - $3.15K
|
3.62K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53+ 0.41% |
$2.48K - $3.03K
|
13.1K
$807K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.05% |
$234 - $286
|
9.63K
$593K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.07% |
$140 - $172
|
4.31K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.33% |
$46.8 - $57.2
|
302
$18.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$46.8 - $57.2
|
205
$12.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$46.8 - $57.2
|
172
$10.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 8.4% |
$1.5K - $1.83K
|
349
$21.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-75- 15.43% |
$3.51K - $4.29K
|
411
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75- 8.78% |
$3.51K - $4.29K
|
779
$48K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-121- 2.33% |
$5.66K - $6.92K
|
5.06K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146- 2.01% |
$6.83K - $8.35K
|
7.11K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-198- 3.06% |
$9.26K - $11.3K
|
6.27K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-220- 67.28% |
$10.3K - $12.6K
|
107
$6.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-251- 2.62% |
$11.7K - $14.4K
|
9.34K
$575K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-269- 2.38% |
$12.6K - $15.4K
|
11K
$679K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-392- 8.59% |
$18.3K - $22.4K
|
4.17K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-431- 19.69% |
$20.2K - $24.7K
|
1.76K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-499- 7.07% |
$23.3K - $28.5K
|
6.56K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-625- 42.29% |
$29.2K - $35.8K
|
853
$52.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-686- 99.85% |
$32.1K - $39.2K
|
1
$61.6
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-696- 83.05% |
$32.5K - $39.8K
|
142
$8.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-708- 4.19% |
$33.1K - $40.5K
|
16.2K
$997K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 12.1% |
$37.4K - $45.8K
|
5.81K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 30.86% |
$53.9K - $66K
|
2.58K
$159K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 23.23% |
$58.2K - $71.2K
|
4.11K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 15.6% |
$59.1K - $72.2K
|
6.83K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 16.74% |
$66.7K - $81.6K
|
7.09K
$437K
|