Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1K+ 77.16% |
$2.45M - $2.72M
|
92K
$5.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.9KNew |
$1.59M - $1.76M
|
25.9K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 25.24% |
$1.45M - $1.61M
|
117K
$7.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18.7K+ 279.23% |
$1.14M - $1.27M
|
25.4K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 31.84% |
$627K - $696K
|
42.4K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.2K+ 8.18% |
$621K - $690K
|
134K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$400K - $444K
|
6.54K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82K+ 15.73% |
$356K - $396K
|
42.8K
$2.58M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.72KNew |
$350K - $389K
|
5.72K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$340K - $378K
|
5.56K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.47K+ 61.1% |
$335K - $372K
|
14.4K
$867K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.73K+ 61.19% |
$289K - $321K
|
12.5K
$749K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.17K+ 8.4% |
$255K - $283K
|
53.8K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.73KNew |
$228K - $253K
|
3.73K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.4KNew |
$208K - $231K
|
3.4K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 21.05% |
$144K - $160K
|
13.5K
$814K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.27K+ 4.42% |
$139K - $154K
|
53.6K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 8640.0% |
$106K - $117K
|
1.75K
$105K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 8640.0% |
$106K - $117K
|
1.75K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67K+ 184.91% |
$102K - $113K
|
2.57K
$154K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.64K+ 41.34% |
$100K - $112K
|
5.61K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 38.4% |
$99K - $110K
|
5.83K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
927+ 2.52% |
$56.7K - $63K
|
37.7K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
893+ 2.61% |
$54.7K - $60.7K
|
35.1K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799+ 7.67% |
$48.9K - $54.3K
|
11.2K
$675K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
499+ 9.36% |
$30.5K - $33.9K
|
5.83K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
384+ 4.81% |
$23.5K - $26.1K
|
8.36K
$503K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
266+ 50.19% |
$16.3K - $18.1K
|
796
$47.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
200New |
$12.2K - $13.6K
|
200
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
190+ 2.25% |
$11.6K - $12.9K
|
8.65K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
145+ 2.36% |
$8.87K - $9.85K
|
6.28K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
128New |
$7.83K - $8.7K
|
128
$7.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$5.2K - $5.78K
|
85
$5.11K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.04K - $1.16K
|
3.48K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16+ 4.71% |
$979 - $1.09K
|
356
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 1.56% |
$673 - $747
|
718
$43.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$61.2 - $68
|
173
$10.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.16% |
$61.2 - $68
|
87
$5.23K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$306 - $340
|
29.4K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.11% |
$306 - $340
|
4.57K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.05% |
$367 - $408
|
11.9K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.65% |
$673 - $747
|
1.69K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 9.5% |
$2.45K - $2.72K
|
381
$22.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51- 61.45% |
$3.12K - $3.47K
|
32
$1.92K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-78- 2.55% |
$4.77K - $5.3K
|
2.98K
$179K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.55% |
$4.9K - $5.44K
|
3.06K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 2.32% |
$5.2K - $5.78K
|
3.57K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-86- 15.81% |
$5.26K - $5.84K
|
458
$27.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-104- 13.32% |
$6.36K - $7.07K
|
677
$40.7K
|