Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXZ)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.74K- 30.16% |
$81.4K - $99.5K
|
4.03K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.05% |
$234 - $286
|
9.63K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 16.74% |
$66.7K - $81.6K
|
7.09K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-7.42K- 99.88% |
$347K - $424K
|
9
$526
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53K+ 8.61% |
$259K - $316K
|
69.8K
$4.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.67K- 74.75% |
$125K - $152K
|
900
$52.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
231+ 6.39% |
$10.8K - $13.2K
|
3.85K
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325+ 541.67% |
$15.2K - $18.6K
|
385
$22.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 28.02% |
$210K - $257K
|
20.6K
$1.2M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.6K- 48.5% |
$197K - $218K
|
3.82K
$223K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.72K- 63.48% |
$259K - $286K
|
2.72K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.76K- 44.81% |
$315K - $349K
|
7.09K
$414K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-521- 6.9% |
$28.5K - $31.6K
|
7.03K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 50.47% |
$6.12M - $6.78M
|
110K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.94K- 4.71% |
$490K - $542K
|
181K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 31.17% |
$861K - $952K
|
66.1K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.2K+ 94.86% |
$943K - $1.04M
|
35.3K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.8K+ 341.94% |
$1.74M - $1.93M
|
41.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27K- 56.14% |
$1.48M - $1.64M
|
21.1K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.59KNew |
$525K - $581K
|
9.59K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-235- 2.58% |
$12.9K - $14.2K
|
8.86K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.27K+ 5.98% |
$343K - $380K
|
111K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.15K- 67.84% |
$447K - $494K
|
3.87K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
504+ 4.47% |
$27.6K - $30.6K
|
11.8K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-36K- 89.5% |
$1.97M - $2.18M
|
4.22K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-691- 7.39% |
$37.9K - $41.9K
|
8.66K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-331- 1.92% |
$18.1K - $20.1K
|
16.9K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.03K+ 7.11% |
$111K - $123K
|
30.6K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-92- 5.86% |
$5.04K - $5.58K
|
1.48K
$86.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
358+ 2.97% |
$19.6K - $21.7K
|
12.4K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.4K- 75.56% |
$1.61M - $1.78M
|
9.5K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
301New |
$16.5K - $18.2K
|
301
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.6K- 10.41% |
$2.72M - $3.01M
|
427K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.67K- 99.52% |
$91.3K - $101K
|
8
$467
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.5K- 41.75% |
$2.88M - $3.18M
|
73.2K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-245- 6.15% |
$13.4K - $14.9K
|
3.74K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.1K- 31.5% |
$1.7M - $1.88M
|
67.6K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$164 - $182
|
687
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 67.04% |
$1.63M - $1.81M
|
74.2K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-555- 13.48% |
$30.4K - $33.6K
|
3.56K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
591+ 0.87% |
$32.4K - $35.8K
|
68.4K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.87K- 22.23% |
$103K - $114K
|
6.55K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 9.68% |
$560K - $620K
|
95.5K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 6.13% |
$72K - $79.7K
|
22.8K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
330+ 7.8% |
$18.1K - $20K
|
4.56K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
162New |
$8.88K - $9.82K
|
162
$9.46K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.5K- 19.92% |
$2.71M - $3M
|
199K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
107+ 1.42% |
$5.86K - $6.49K
|
7.63K
$446K
|
|