Purchases and Sales Made in Q1 2023 in Global X Fds Fintech ETF (De) (FINX)
This table provides information about the institutional ownership of Global X Fds Fintech ETF (De) (FINX) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS FINTECH ETF (DE) .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
318K+ 825.72% |
$6.11M - $7.6M
|
356K
$11.5M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
223K+ 129.49% |
$4.29M - $5.33M
|
395K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
47.2K+ 31.05% |
$908K - $1.13M
|
199K
$6.41M
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.8K+ 82.07% |
$881K - $1.1M
|
102K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.7K+ 404.96% |
$513K - $639K
|
33.3K
$1.07M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.7K+ 24.04% |
$378K - $470K
|
101K
$3.26M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 344.99% |
$283K - $352K
|
19K
$610K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.4KNew |
$257K - $320K
|
13.4K
$430K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$237K - $295K
|
12.3K
$397K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.7K+ 67.14% |
$224K - $279K
|
29K
$934K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4K+ 10.12% |
$220K - $273K
|
124K
$4M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.96K+ 17.41% |
$191K - $238K
|
67.1K
$2.16M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.69KNew |
$186K - $232K
|
9.69K
$312K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.55K+ 71.55% |
$164K - $204K
|
20.5K
$659K
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.02K+ 18.08% |
$154K - $192K
|
52.3K
$1.68M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 10.3% |
$103K - $128K
|
57.2K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
4.31K+ 11.25% |
$82.8K - $103K
|
42.6K
$1.37M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.22K+ 5.58% |
$81.2K - $101K
|
79.9K
$2.57M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.14K+ 4.86% |
$79.6K - $99K
|
89.3K
$2.87M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.98K+ 15.2% |
$76.6K - $95.2K
|
30.2K
$970K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.71K+ 2.02% |
$71.3K - $88.7K
|
187K
$6.02M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.58K+ 11.16% |
$68.8K - $85.6K
|
35.6K
$1.15M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
3.56KNew |
$68.5K - $85.2K
|
3.56K
$115K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.49K+ 1.39% |
$67.2K - $83.5K
|
255K
$8.21M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.07K+ 6.98% |
$59.1K - $73.5K
|
47.1K
$1.51M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.95K+ 24.45% |
$56.7K - $70.5K
|
15K
$482K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2K+ 49.75% |
$38.5K - $47.8K
|
6.02K
$194K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$35K - $43.5K
|
1.82K
$58.5K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.58KNew |
$30.5K - $37.9K
|
1.58K
$50.9K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55K+ 378.05% |
$29.8K - $37.1K
|
1.96K
$63K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4KNew |
$26.9K - $33.4K
|
1.4K
$45K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 6.37% |
$22.6K - $28.1K
|
19.6K
$632K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 10.63% |
$21.3K - $26.5K
|
11.5K
$371K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.1K+ 4.33% |
$21.1K - $26.2K
|
26.4K
$850K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
950New |
$18.3K - $22.7K
|
950
$30.6K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750New |
$14.4K - $17.9K
|
750
$24.1K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
613+ 4.62% |
$11.8K - $14.7K
|
13.9K
$446K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
580New |
$11.2K - $13.9K
|
580
$18.7K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
578New |
$11.1K - $13.8K
|
578
$18.6K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.62K - $12K
|
500
$16.1K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
378+ 2.09% |
$7.27K - $9.04K
|
18.5K
$594K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
377+ 1.98% |
$7.25K - $9.02K
|
19.4K
$625K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
337+ 19.77% |
$6.48K - $8.06K
|
2.04K
$65.7K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
225+ 7.8% |
$4.33K - $5.38K
|
3.11K
$100K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
218+ 5.91% |
$4.19K - $5.21K
|
3.91K
$126K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
216+ 42.6% |
$4.15K - $5.17K
|
723
$23.3K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
158New |
$3.04K - $3.78K
|
158
$5.08K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
115+ 1.96% |
$2.21K - $2.75K
|
5.97K
$192K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108+ 0.23% |
$2.08K - $2.58K
|
47.8K
$1.54M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
105New |
$2.02K - $2.51K
|
105
$3.38K
|