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 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.74K- 30.16% |
$81.4K - $99.5K
|
4.03K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.38K- 36.36% |
$111K - $136K
|
4.17K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.47K- 2.23% |
$116K - $141K
|
109K
$6.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.67K- 74.75% |
$125K - $152K
|
900
$55.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.06K- 2.79% |
$143K - $175K
|
107K
$6.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.27K- 13.93% |
$199K - $244K
|
26.3K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.62K- 2.32% |
$216K - $264K
|
194K
$12M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.64K- 16.49% |
$217K - $265K
|
23.5K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.75K- 26.92% |
$222K - $271K
|
12.9K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.92K- 69.94% |
$230K - $281K
|
2.11K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.31K- 6.61% |
$295K - $361K
|
89.2K
$5.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.05K- 98.46% |
$329K - $403K
|
110
$6.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.34K- 14.97% |
$343K - $420K
|
41.7K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-7.42K- 99.88% |
$347K - $424K
|
9
$555
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.32K- 4.6% |
$389K - $476K
|
173K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.39K- 13.89% |
$439K - $537K
|
58.2K
$3.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 15.71% |
$502K - $614K
|
57.6K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.8K- 60.87% |
$600K - $734K
|
8.25K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 19.28% |
$660K - $808K
|
59.1K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.9K- 59.23% |
$979K - $1.2M
|
14.4K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.5K- 30.32% |
$1.05M - $1.29M
|
51.7K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.3K- 5.69% |
$1.14M - $1.39M
|
403K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.7K- 66.16% |
$2.04M - $2.5M
|
22.4K
$1.38M
|