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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-114- 0.98% |
$6.98K - $7.75K
|
11.5K
$690K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121- 1.53% |
$7.41K - $8.22K
|
7.8K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 5.11% |
$7.65K - $8.49K
|
2.32K
$139K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-184- 3.16% |
$11.3K - $12.5K
|
5.64K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-199- 2.46% |
$12.2K - $13.5K
|
7.89K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 88.89% |
$12.2K - $13.6K
|
25
$1.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-237- 5.92% |
$14.5K - $16.1K
|
3.77K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-254- 4.52% |
$15.5K - $17.3K
|
5.37K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 33.42% |
$16.3K - $18.1K
|
530
$31.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-279- 6.48% |
$17.1K - $19K
|
4.03K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 7.89% |
$17.9K - $19.9K
|
3.42K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-295- 0.51% |
$18.1K - $20K
|
57.9K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-312- 58.98% |
$19.1K - $21.2K
|
217
$13K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-492- 14.14% |
$30.1K - $33.4K
|
2.99K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 4.76% |
$30.6K - $34K
|
10K
$598K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-512- 41.29% |
$31.3K - $34.8K
|
728
$43.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-809- 12.34% |
$49.5K - $55K
|
5.75K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-884- 21.79% |
$54.1K - $60.1K
|
3.17K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-902- 20.88% |
$55.2K - $61.3K
|
3.42K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-960- 15.04% |
$58.8K - $65.2K
|
5.42K
$324K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 8.75% |
$63.9K - $70.9K
|
10.9K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.18K- 17.06% |
$72K - $79.9K
|
5.72K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.19K- 11.17% |
$72.8K - $80.9K
|
9.46K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 21.54% |
$82.6K - $91.7K
|
4.92K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.48K- 16.76% |
$90.7K - $101K
|
7.36K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.62K- 6.64% |
$99K - $110K
|
22.8K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 15.66% |
$108K - $120K
|
9.52K
$569K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.9K- 34.25% |
$116K - $129K
|
3.64K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.92K- 4.92% |
$118K - $131K
|
37.2K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.01K- 35.69% |
$123K - $136K
|
3.61K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 21.63% |
$137K - $152K
|
8.11K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.05K- 35.25% |
$186K - $207K
|
5.6K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.09K- 12.03% |
$250K - $278K
|
29.9K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.28K- 5.66% |
$262K - $291K
|
71.3K
$4.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.9K- 42.93% |
$300K - $333K
|
6.51K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.12K- 82.9% |
$375K - $416K
|
1.26K
$75.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 43.42% |
$540K - $600K
|
11.5K
$688K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.21K- 12.79% |
$564K - $626K
|
62.8K
$3.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.6K- 54.93% |
$649K - $721K
|
8.7K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.3K- 6.06% |
$1M - $1.11M
|
253K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21.8K- 76.07% |
$1.33M - $1.48M
|
6.86K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 21.65% |
$1.57M - $1.75M
|
93K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.9K- 19.29% |
$1.58M - $1.76M
|
108K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 33.62% |
$1.69M - $1.87M
|
54.4K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.7K- 6.36% |
$2.12M - $2.36M
|
511K
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-37K- 20.25% |
$2.27M - $2.52M
|
146K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.2K- 80.54% |
$2.28M - $2.53M
|
8.98K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.8K- 52.82% |
$2.86M - $3.18M
|
41.8K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-73.3K- 20.77% |
$4.49M - $4.98M
|
280K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.8K- 30.31% |
$5.99M - $6.65M
|
225K
$13.5M
|