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 |
---|---|---|---|---|---|---|---|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-4- 0.09% |
$215 - $240
|
4.35K
$248K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-12Closed |
$645 - $719
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-34Closed |
$1.83K - $2.04K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-40- 0.87% |
$2.15K - $2.4K
|
4.58K
$261K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-220- 9.06% |
$11.8K - $13.2K
|
2.21K
$126K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-245Closed |
$13.2K - $14.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-257Closed |
$13.8K - $15.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$26.9K - $30K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-546- 29.58% |
$29.3K - $32.7K
|
1.3K
$74.2K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-892- 5.81% |
$47.9K - $53.5K
|
14.5K
$824K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.1K- 5.96% |
$58.8K - $65.6K
|
17.3K
$985K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.22K- 65.7% |
$65.7K - $73.2K
|
638
$36.4K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.58K- 62.07% |
$85K - $94.8K
|
966
$55.1K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.88K- 26.52% |
$101K - $113K
|
5.21K
$297K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.17K- 14.52% |
$117K - $130K
|
12.8K
$729K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 4.49% |
$133K - $149K
|
52.8K
$3.01M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.34K- 23.37% |
$180K - $200K
|
11K
$625K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.63K- 13.85% |
$195K - $217K
|
22.6K
$1.29M
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.67KClosed |
$197K - $220K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.8KClosed |
$204K - $228K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.23K- 44.35% |
$227K - $253K
|
5.3K
$302K
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-4.4KClosed |
$236K - $264K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.51KClosed |
$243K - $271K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5K- 3.94% |
$269K - $300K
|
122K
$6.95M
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.32K- 4.11% |
$286K - $319K
|
124K
$7.08M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-8.32K- 6.87% |
$447K - $499K
|
113K
$6.43M
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-9.58K- 46.27% |
$515K - $574K
|
11.1K
$634K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-11.6K- 11.86% |
$624K - $696K
|
86.3K
$4.92M
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-13.4KClosed |
$720K - $803K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 39.91% |
$836K - $932K
|
23.4K
$1.34M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-16.1KClosed |
$867K - $967K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.2K- 14.27% |
$922K - $1.03M
|
103K
$5.88M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.4KClosed |
$1.2M - $1.34M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-27.1KClosed |
$1.46M - $1.62M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.1KClosed |
$1.94M - $2.16M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-39.5K- 24.16% |
$2.12M - $2.37M
|
124K
$7.07M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-47.5KClosed |
$2.55M - $2.84M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.9K- 49.57% |
$2.57M - $2.87M
|
48.7K
$2.78M
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-49.6K- 55.26% |
$2.67M - $2.97M
|
40.2K
$2.29M
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-83.4KClosed |
$4.48M - $5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-90.1KClosed |
$4.84M - $5.4M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-149K- 16.63% |
$7.99M - $8.91M
|
746K
$42.5M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-192K- 41.04% |
$10.3M - $11.5M
|
276K
$15.7M
|