Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-198- 1.5% |
$11.6K - $13.9K
|
13K
$782K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-203- 2.91% |
$11.9K - $14.2K
|
6.77K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-205- 4.79% |
$12K - $14.4K
|
4.08K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-213- 71.48% |
$12.5K - $14.9K
|
85
$5.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-247- 17.03% |
$14.5K - $17.3K
|
1.2K
$72.4K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-261- 2.35% |
$15.3K - $18.3K
|
10.8K
$652K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-273- 5.5% |
$16K - $19.1K
|
4.69K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-315- 8.55% |
$18.5K - $22.1K
|
3.37K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-372- 6.44% |
$21.9K - $26K
|
5.41K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-457- 8.46% |
$26.9K - $32K
|
4.94K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-459- 1.32% |
$27K - $32.1K
|
34.4K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-540- 14.41% |
$31.7K - $37.8K
|
3.21K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-549- 12.66% |
$32.3K - $38.4K
|
3.79K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-573- 20.37% |
$33.7K - $40.1K
|
2.24K
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-630- 13.43% |
$37K - $44.1K
|
4.06K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-660- 14.06% |
$38.8K - $46.2K
|
4.04K
$243K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-726- 9.46% |
$42.7K - $50.8K
|
6.95K
$418K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-847- 11.9% |
$49.8K - $59.3K
|
6.27K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-854- 7.77% |
$50.2K - $59.8K
|
10.1K
$610K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-900- 17.47% |
$52.9K - $63K
|
4.25K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 27.31% |
$54.1K - $64.5K
|
2.45K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-964- 7.5% |
$56.7K - $67.5K
|
11.9K
$715K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 6.26% |
$62.7K - $74.7K
|
16K
$962K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 14.31% |
$67.2K - $80K
|
6.84K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 31.99% |
$70.5K - $84K
|
2.55K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.34K- 86.47% |
$78.9K - $93.9K
|
210
$12.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 16.32% |
$81.8K - $97.4K
|
7.14K
$429K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.45K- 26.33% |
$85.5K - $102K
|
4.07K
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.5K- 19.4% |
$88.2K - $105K
|
6.23K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 28.28% |
$102K - $121K
|
4.39K
$264K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.75K- 99.94% |
$103K - $122K
|
1
$60.2
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.02K- 13.27% |
$119K - $141K
|
13.2K
$793K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.08K- 25.53% |
$122K - $145K
|
6.06K
$365K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.08K- 25.53% |
$122K - $145K
|
6.06K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.23K- 20.03% |
$131K - $156K
|
8.9K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.78K- 7.45% |
$163K - $195K
|
34.5K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 22.95% |
$165K - $196K
|
9.4K
$565K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.88K- 49.78% |
$170K - $202K
|
2.91K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.31K- 10.9% |
$194K - $231K
|
27K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.34K- 19.95% |
$197K - $234K
|
13.4K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.6K- 7.72% |
$212K - $252K
|
43K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.87K- 10.83% |
$227K - $271K
|
31.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 38.23% |
$315K - $375K
|
8.65K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.44K- 32.85% |
$319K - $380K
|
11.1K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.55K- 6.39% |
$385K - $458K
|
95.9K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.75K- 5.53% |
$456K - $543K
|
132K
$7.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.45K- 62.53% |
$497K - $591K
|
5.06K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.2K- 23.33% |
$894K - $1.06M
|
50K
$3.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 27.87% |
$1.02M - $1.21M
|
44.7K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.6K- 55.94% |
$1.03M - $1.23M
|
13.8K
$833K
|