Purchases and Sales Made in Q3 2022 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 2022. 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 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.03% |
$102 - $131
|
7K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.33% |
$50.8 - $65.6
|
301
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.01% |
$50.8 - $65.6
|
11.4K
$684K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$50.8 - $65.6
|
2.91K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-15- 0.14% |
$762 - $983
|
11K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-26- 0.15% |
$1.32K - $1.7K
|
17.7K
$1.06M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-38- 0.68% |
$1.93K - $2.49K
|
5.56K
$333K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-93- 1.77% |
$4.72K - $6.1K
|
5.16K
$308K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 1.46% |
$8.07K - $10.4K
|
10.7K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-163- 35.05% |
$8.28K - $10.7K
|
302
$18.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-216- 4.62% |
$11K - $14.2K
|
4.46K
$267K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-224Closed |
$11.4K - $14.7K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-255- 2.18% |
$12.9K - $16.7K
|
11.5K
$685K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-297- 3.7% |
$15.1K - $19.5K
|
7.73K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-350- 1.37% |
$17.8K - $22.9K
|
25.2K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-366- 4.83% |
$18.6K - $24K
|
7.22K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-374- 0.32% |
$19K - $24.5K
|
116K
$6.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-453- 62.48% |
$23K - $29.7K
|
272
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-475- 2.85% |
$24.1K - $31.1K
|
16.2K
$969K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-509- 3.08% |
$25.8K - $33.4K
|
16K
$957K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-515- 5.96% |
$26.1K - $33.8K
|
8.13K
$486K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-554- 7.65% |
$28.1K - $36.3K
|
6.69K
$400K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-610- 1.25% |
$31K - $40K
|
48K
$2.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-754- 24.06% |
$38.3K - $49.4K
|
2.38K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-928- 3.35% |
$47.1K - $60.8K
|
26.8K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-957- 80.9% |
$48.6K - $62.7K
|
226
$13.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-968- 6.15% |
$49.1K - $63.5K
|
14.8K
$883K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.06K- 8.44% |
$53.8K - $69.4K
|
11.5K
$687K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.09K- 6.22% |
$55.2K - $71.3K
|
16.4K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.28K- 0.74% |
$64.8K - $83.7K
|
172K
$10.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 11.59% |
$67.6K - $87.3K
|
10.2K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.34K- 12.58% |
$68.2K - $88.1K
|
9.34K
$559K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.36K- 70.61% |
$69K - $89.2K
|
566
$33.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.51K- 6.12% |
$76.6K - $98.9K
|
23.1K
$1.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.96K- 14.76% |
$99.7K - $129K
|
11.3K
$678K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.96K- 14.76% |
$99.7K - $129K
|
11.3K
$678K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.05K- 19.44% |
$104K - $135K
|
8.51K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 4.93% |
$106K - $137K
|
40.4K
$2.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-3.38K- 99.88% |
$171K - $221K
|
4
$239
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.96K- 36.01% |
$201K - $260K
|
7.04K
$421K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.08K- 54.7% |
$258K - $333K
|
4.21K
$252K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.63K- 28.75% |
$286K - $369K
|
13.9K
$834K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.73K- 13.18% |
$291K - $376K
|
37.8K
$2.26M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.73K- 41.45% |
$342K - $441K
|
9.51K
$569K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.06K- 40.57% |
$358K - $463K
|
10.3K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 62.14% |
$368K - $475K
|
4.41K
$264K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.97K- 53.65% |
$405K - $523K
|
6.89K
$412K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.52K- 74.85% |
$433K - $559K
|
2.86K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.59K- 9.95% |
$436K - $563K
|
77.7K
$4.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9.67K- 22.93% |
$491K - $634K
|
32.5K
$1.94M
|