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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 1.71% |
$5.39K - $6.49K
|
5.71K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 11.65% |
$246K - $297K
|
42K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 4.75% |
$69.1K - $83.2K
|
27.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
767+ 881.61% |
$43.1K - $51.9K
|
854
$51.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29- 8.15% |
$1.63K - $1.96K
|
327
$19.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
838New |
$47.1K - $56.7K
|
838
$50.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.51K+ 84.62% |
$309K - $373K
|
12K
$719K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20.4K+ 15.2% |
$1.15M - $1.38M
|
155K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-725- 7.66% |
$40.7K - $49K
|
8.74K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 6.21% |
$11.9K - $14.3K
|
3.61K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$56.2 - $67.6
|
218
$13K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$56.2 - $67.6
|
174
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.35K- 99.92% |
$413K - $497K
|
6
$359
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 4.52% |
$5.9K - $7.1K
|
2.22K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-444- 7.07% |
$24.9K - $30K
|
5.84K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.2K- 75.8% |
$1.58M - $1.91M
|
9K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.79K- 16.47% |
$101K - $121K
|
9.09K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-17.9K- 50.96% |
$1M - $1.21M
|
17.2K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.6% |
$1.24K - $1.49K
|
3.67K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2- 0.27% |
$112 - $135
|
726
$43.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-152- 2.61% |
$8.54K - $10.3K
|
5.68K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.38K- 11.94% |
$77.4K - $93.2K
|
10.2K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.03% |
$56.2 - $67.6
|
3.62K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.89KNew |
$556K - $669K
|
9.89K
$591K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 8640.0% |
$106K - $117K
|
1.75K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799+ 7.67% |
$48.9K - $54.3K
|
11.2K
$671K
|
|
|
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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.12K- 82.9% |
$375K - $416K
|
1.26K
$75.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 21.54% |
$82.6K - $91.7K
|
4.92K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 4.76% |
$30.6K - $34K
|
10K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-199- 2.46% |
$12.2K - $13.5K
|
7.89K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-279- 6.48% |
$17.1K - $19K
|
4.03K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1K+ 77.16% |
$2.45M - $2.72M
|
92K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$306 - $340
|
29.4K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-37K- 20.25% |
$2.27M - $2.52M
|
146K
$8.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 9.5% |
$2.45K - $2.72K
|
381
$22.8K
|
|
|
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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.3K- 6.06% |
$1M - $1.11M
|
253K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.8K- 30.31% |
$5.99M - $6.65M
|
225K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 21.63% |
$137K - $152K
|
8.11K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82K+ 15.73% |
$356K - $396K
|
42.8K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 1.56% |
$673 - $747
|
718
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 31.84% |
$627K - $696K
|
42.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$340K - $378K
|
5.56K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.65% |
$673 - $747
|
1.69K
$101K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 33.62% |
$1.69M - $1.87M
|
54.4K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$400K - $444K
|
6.54K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-960- 15.04% |
$58.8K - $65.2K
|
5.42K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.09K- 12.03% |
$250K - $278K
|
29.9K
$1.79M
|
|