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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53K+ 8.61% |
$259K - $316K
|
69.8K
$4.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 28.02% |
$210K - $257K
|
20.6K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9K+ 7.64% |
$182K - $223K
|
55K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.9KNew |
$182K - $223K
|
3.9K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 7.86% |
$127K - $156K
|
37.4K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37KNew |
$111K - $136K
|
2.37K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 2.5% |
$105K - $129K
|
92.3K
$5.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 4.7% |
$50.1K - $61.3K
|
23.9K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
750New |
$35.1K - $42.9K
|
750
$43.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325+ 541.67% |
$15.2K - $18.6K
|
385
$22.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
231+ 6.39% |
$10.8K - $13.2K
|
3.85K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
210+ 9.71% |
$9.82K - $12K
|
2.37K
$137K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
128+ 7.18% |
$5.99K - $7.32K
|
1.91K
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 1.54% |
$2.57K - $3.15K
|
3.62K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53+ 0.41% |
$2.48K - $3.03K
|
13.1K
$756K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.05% |
$234 - $286
|
9.63K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.07% |
$140 - $172
|
4.31K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$46.8 - $57.2
|
172
$9.94K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$46.8 - $57.2
|
205
$11.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-75- 15.43% |
$3.51K - $4.29K
|
411
$23.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146- 2.01% |
$6.83K - $8.35K
|
7.11K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-251- 2.62% |
$11.7K - $14.4K
|
9.34K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-269- 2.38% |
$12.6K - $15.4K
|
11K
$637K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-392- 8.59% |
$18.3K - $22.4K
|
4.17K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-696- 83.05% |
$32.5K - $39.8K
|
142
$8.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 12.1% |
$37.4K - $45.8K
|
5.81K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 23.23% |
$58.2K - $71.2K
|
4.11K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 15.6% |
$59.1K - $72.2K
|
6.83K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 16.74% |
$66.7K - $81.6K
|
7.09K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.74K- 30.16% |
$81.4K - $99.5K
|
4.03K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.38K- 36.36% |
$111K - $136K
|
4.17K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.67K- 74.75% |
$125K - $152K
|
900
$52K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.27K- 13.93% |
$199K - $244K
|
26.3K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.05K- 98.46% |
$329K - $403K
|
110
$6.36K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.34K- 14.97% |
$343K - $420K
|
41.7K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-7.42K- 99.88% |
$347K - $424K
|
9
$520
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 15.71% |
$502K - $614K
|
57.6K
$3.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.9K- 59.23% |
$979K - $1.2M
|
14.4K
$833K
|