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 |
|---|---|---|---|---|---|---|---|
|
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
|
First Heartland Consultants, Inc.
|
BUY
|
- |
107+ 1.42% |
$5.86K - $6.49K
|
7.63K
$446K
|
|
|
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
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
162New |
$8.88K - $9.82K
|
162
$9.46K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 34.85% |
$1.26K - $1.39K
|
43
$2.51K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53K+ 2.89% |
$139K - $153K
|
90.1K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.05% |
$110 - $121
|
4.31K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 35.08% |
$64K - $70.9K
|
2.16K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 3.98% |
$12.2K - $13.5K
|
5.36K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 11.77% |
$102K - $113K
|
17.6K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 5.14% |
$5.48K - $6.06K
|
1.84K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-641- 7.34% |
$35.1K - $38.9K
|
8.1K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
50+ 0.39% |
$2.74K - $3.03K
|
13K
$762K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.1K+ 11.06% |
$937K - $1.04M
|
172K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-267- 30.51% |
$14.6K - $16.2K
|
608
$35.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.79K- 10.18% |
$317K - $351K
|
51.1K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.64K- 26.66% |
$144K - $160K
|
7.25K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 17.9% |
$585K - $648K
|
49K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3KNew |
$618K - $684K
|
11.3K
$659K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-239- 1.23% |
$13.1K - $14.5K
|
19.1K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$767 - $849
|
3.68K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 1.72% |
$164 - $182
|
171
$9.99K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$1.37K - $1.52K
|
25
$1.46K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.59K+ 13.5% |
$202K - $243K
|
30.2K
$1.76M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
486New |
$27.3K - $32.9K
|
486
$28.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 22.89% |
$72K - $86.6K
|
4.32K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-141- 19.64% |
$7.92K - $9.54K
|
577
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.45K+ 8.06% |
$194K - $233K
|
46.3K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.61K- 28.88% |
$90.2K - $109K
|
3.95K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.44KNew |
$530K - $638K
|
9.44K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-564- 9.81% |
$31.7K - $38.1K
|
5.18K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
450New |
$25.3K - $30.4K
|
450
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
250New |
$14K - $16.9K
|
250
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$449 - $541
|
8
$467
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
160New |
$8.99K - $10.8K
|
160
$9.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.42K - $2.91K
|
43
$2.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.19KNew |
$123K - $148K
|
2.19K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
139New |
$7.81K - $9.4K
|
139
$8.12K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$6.74K - $8.12K
|
120
$7.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.47KNew |
$364K - $438K
|
6.47K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 1.65% |
$5.39K - $6.49K
|
5.93K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.22% |
$56.2 - $67.6
|
457
$26.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-855- 38.17% |
$48K - $57.8K
|
1.39K
$80.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 13.04% |
$59.4K - $71.6K
|
7.05K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$566K - $681K
|
10.1K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.73K- 37.96% |
$266K - $320K
|
7.73K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-325- 48.01% |
$18.3K - $22K
|
352
$20.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 5.36% |
$5.67K - $6.83K
|
1.78K
$104K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.74K- 32.36% |
$97.6K - $118K
|
3.63K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
767+ 881.61% |
$43.1K - $51.9K
|
854
$49.9K
|
|