Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
98.7KNew |
$5.54M - $6.68M
|
98.7K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.3K+ 489.24% |
$3.16M - $3.81M
|
67.8K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
34.5K+ 603.78% |
$1.94M - $2.33M
|
40.2K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9K+ 332.46% |
$1.68M - $2.02M
|
38.9K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20.4K+ 15.2% |
$1.15M - $1.38M
|
155K
$8.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.7K+ 14.95% |
$772K - $930K
|
106K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.6K+ 916.79% |
$651K - $783K
|
12.8K
$733K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3K+ 164.55% |
$634K - $763K
|
18.1K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$566K - $681K
|
10.1K
$574K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.89KNew |
$556K - $669K
|
9.89K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.44KNew |
$530K - $638K
|
9.44K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
9.35KNew |
$525K - $632K
|
9.35K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.47KNew |
$364K - $438K
|
6.47K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.67K+ 13.36% |
$318K - $383K
|
48.1K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.51K+ 84.62% |
$309K - $373K
|
12K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 11.65% |
$246K - $297K
|
42K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.31KNew |
$242K - $291K
|
4.31K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.45K+ 8.06% |
$194K - $233K
|
46.3K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.08K+ 5.73% |
$173K - $208K
|
56.9K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62K+ 6.28% |
$147K - $177K
|
44.4K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.24K+ 16.54% |
$126K - $151K
|
15.8K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.19KNew |
$123K - $148K
|
2.19K
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 18.41% |
$98.5K - $119K
|
11.3K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67KNew |
$94K - $113K
|
1.67K
$95.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 4.75% |
$69.1K - $83.2K
|
27.1K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.14K+ 38.07% |
$63.8K - $76.8K
|
4.12K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
875New |
$49.2K - $59.2K
|
875
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
843+ 7.51% |
$47.4K - $57K
|
12.1K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
838New |
$47.1K - $56.7K
|
838
$47.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
767+ 881.61% |
$43.1K - $51.9K
|
854
$48.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
684New |
$38.4K - $46.3K
|
684
$39K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
505+ 13.55% |
$28.4K - $34.2K
|
4.23K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500+ 19.48% |
$28.1K - $33.8K
|
3.07K
$175K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
486New |
$27.3K - $32.9K
|
486
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
450New |
$25.3K - $30.4K
|
450
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
250New |
$14K - $16.9K
|
250
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 6.21% |
$11.9K - $14.3K
|
3.61K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
160New |
$8.99K - $10.8K
|
160
$9.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
139New |
$7.81K - $9.4K
|
139
$7.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 3.66% |
$7.75K - $9.33K
|
3.91K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$6.74K - $8.12K
|
120
$6.84K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 1.65% |
$5.39K - $6.49K
|
5.93K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 1.71% |
$5.39K - $6.49K
|
5.71K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
65+ 0.78% |
$3.65K - $4.4K
|
8.43K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 2.32% |
$2.47K - $2.98K
|
1.94K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.42K - $2.91K
|
43
$2.45K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.6% |
$1.24K - $1.49K
|
3.67K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$449 - $541
|
8
$456
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$56.2 - $67.6
|
218
$12.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.03% |
$56.2 - $67.6
|
3.62K
$206K
|