Purchases and Sales Made in Q3 2021 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 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
875KNew |
$47M - $52.5M
|
875K
$49.9M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.8K+ 51.73% |
$5.2M - $5.8M
|
284K
$16.2M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.7KNew |
$3.69M - $4.12M
|
68.7K
$3.92M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.9K+ 31.01% |
$2.2M - $2.45M
|
173K
$9.84M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
36.9K+ 40.78% |
$1.99M - $2.21M
|
128K
$7.28M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
29.3KNew |
$1.58M - $1.76M
|
29.3K
$1.67M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
26.5KNew |
$1.42M - $1.59M
|
26.5K
$1.51M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20.3KNew |
$1.09M - $1.22M
|
20.3K
$1.16M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20K+ 28.47% |
$1.07M - $1.2M
|
90.1K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.1KNew |
$972K - $1.08M
|
18.1K
$1.03M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
12.1KNew |
$649K - $723K
|
12.1K
$688K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11KNew |
$589K - $657K
|
11K
$625K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9K+ 27.94% |
$587K - $655K
|
50.1K
$2.85M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10K+ 2.27% |
$540K - $602K
|
453K
$25.8M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.41K+ 11.73% |
$506K - $564K
|
89.7K
$5.12M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.8K+ 1073.05% |
$473K - $527K
|
9.62K
$549K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.17K+ 86.47% |
$439K - $489K
|
17.6K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.42K+ 23.33% |
$345K - $385K
|
33.9K
$1.94M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
5.22K+ 525.91% |
$280K - $313K
|
6.21K
$354K
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.84K+ 79.43% |
$260K - $290K
|
10.9K
$623K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.78K+ 11.63% |
$257K - $286K
|
45.8K
$2.62M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.43K+ 8.06% |
$238K - $266K
|
59.4K
$3.39M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$233K - $260K
|
4.34K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.94K+ 9.35% |
$211K - $236K
|
46K
$2.63M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3.85K+ 6.94% |
$207K - $231K
|
59.3K
$3.39M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.74KNew |
$201K - $224K
|
3.74K
$213K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.39K+ 28.27% |
$182K - $203K
|
15.4K
$878K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.81K+ 6.07% |
$151K - $168K
|
49.1K
$2.8M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.54K+ 12.31% |
$136K - $152K
|
23.2K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.42K+ 14.75% |
$130K - $145K
|
18.8K
$1.07M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.01KNew |
$108K - $120K
|
2.01K
$115K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.76K+ 0.51% |
$94.4K - $105K
|
347K
$19.8M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 28.5% |
$84.7K - $94.5K
|
7.11K
$406K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.47K+ 26.36% |
$78.7K - $87.8K
|
7.02K
$401K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.29K+ 4.19% |
$69.2K - $77.1K
|
32K
$1.82M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 191.54% |
$65.7K - $73.2K
|
1.86K
$106K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 1.9% |
$57.3K - $64K
|
57.2K
$3.26M
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
930+ 5.28% |
$50K - $55.7K
|
18.5K
$1.06M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
535+ 10.47% |
$28.8K - $32.1K
|
5.64K
$322K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
535+ 9.36% |
$28.8K - $32.1K
|
6.25K
$357K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
416+ 1.4% |
$22.4K - $24.9K
|
30.1K
$1.71M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 31.75% |
$21.5K - $24K
|
1.66K
$94.7K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
300New |
$16.1K - $18K
|
300
$17.1K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
194+ 4.27% |
$10.4K - $11.6K
|
4.74K
$270K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173+ 3.11% |
$9.3K - $10.4K
|
5.73K
$327K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
111New |
$5.97K - $6.65K
|
111
$6.33K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 4.52% |
$5.59K - $6.23K
|
2.4K
$137K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
75New |
$4.03K - $4.5K
|
75
$4.28K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
20New |
$1.07K - $1.2K
|
20
$1.14K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.02K - $1.14K
|
7.62K
$435K
|