Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.2K+ 1413.7% |
$1.22M - $1.46M
|
38.8K
$2.19M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.2KNew |
$680K - $813K
|
20.2K
$1.14M
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.5KNew |
$622K - $744K
|
18.5K
$1.04M
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17KNew |
$574K - $687K
|
17K
$963K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 147.71% |
$399K - $478K
|
19.9K
$1.12M
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 7.94% |
$372K - $445K
|
150K
$8.47M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 32.64% |
$345K - $412K
|
41.6K
$2.35M
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.33KNew |
$247K - $296K
|
7.33K
$414K
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
BUY
|
- |
4.03K+ 2.06% |
$136K - $163K
|
200K
$11.3M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
3.7K+ 12.54% |
$125K - $149K
|
33.2K
$1.87M
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.94K+ 36.09% |
$99.1K - $119K
|
11.1K
$627K
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.53KNew |
$51.6K - $61.8K
|
1.53K
$86.6K
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
273+ 3.11% |
$9.2K - $11K
|
9.05K
$511K
|
|
Nov 13, 2020
Q3 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
259+ 2.04% |
$8.73K - $10.4K
|
12.9K
$731K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
257New |
$8.66K - $10.4K
|
257
$14.5K
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
256New |
$8.62K - $10.3K
|
256
$14.5K
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50New |
$1.68K - $2.02K
|
50
$2.82K
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
48+ 0.14% |
$1.62K - $1.94K
|
33.3K
$1.88M
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.43% |
$168 - $202
|
1.18K
$66.6K
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.18% |
$33.7 - $40.3
|
563
$31.8K
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 4.16% |
$2.53K - $3.02K
|
1.73K
$97.7K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-90- 0.41% |
$3.03K - $3.63K
|
21.8K
$1.23M
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-92- 50.0% |
$3.1K - $3.71K
|
92
$5.2K
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 14.37% |
$5.9K - $7.06K
|
1.04K
$58.9K
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-226- 2.41% |
$7.61K - $9.11K
|
9.16K
$518K
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-229- 2.63% |
$7.72K - $9.23K
|
8.48K
$479K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-249Closed |
$8.39K - $10K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-300Closed |
$10.1K - $12.1K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-305- 5.27% |
$10.3K - $12.3K
|
5.48K
$310K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-456- 24.7% |
$15.4K - $18.4K
|
1.39K
$78.5K
|
|
Feb 24, 2021
Q3 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.34K- 5.78% |
$45.2K - $54.1K
|
21.9K
$1.24M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.13K- 6.7% |
$71.8K - $85.9K
|
29.7K
$1.68M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 13.77% |
$73.8K - $88.3K
|
13.7K
$775K
|
|
Nov 09, 2020
Q3 2020
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-14.8KClosed |
$500K - $598K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.2K- 22.29% |
$750K - $897K
|
77.6K
$4.38M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.2K- 56.54% |
$916K - $1.1M
|
20.9K
$1.18M
|
|
Nov 09, 2020
Q3 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-46.1K- 23.31% |
$1.55M - $1.86M
|
152K
$8.56M
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-58.4K- 27.69% |
$1.97M - $2.35M
|
152K
$8.61M
|