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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.1K- 21.41% |
$915K - $1.02M
|
51.9K
$3.51M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
31.8K+ 21.06% |
$2.06M - $2.29M
|
183K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 78.37% |
$951K - $1.06M
|
4.06K
$274K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
578+ 1.72% |
$37.4K - $41.6K
|
34.2K
$2.31M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29- 59.18% |
$1.88K - $2.09K
|
20
$1.35K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-947- 12.92% |
$61.3K - $68.2K
|
6.38K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-377- 1.27% |
$24.4K - $27.2K
|
29.4K
$1.99M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46.6K- 99.47% |
$3.01M - $3.35M
|
248
$16.8K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
956+ 1.9% |
$61.9K - $68.9K
|
51.4K
$3.47M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-119- 3.74% |
$7.7K - $8.57K
|
3.06K
$207K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.21% |
$518 - $576
|
3.71K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
207+ 2.66% |
$13.4K - $14.9K
|
7.98K
$539K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
197+ 0.4% |
$12.7K - $14.2K
|
49.6K
$3.36M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-252- 5.67% |
$16.3K - $18.2K
|
4.19K
$284K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
925New |
$59.9K - $66.6K
|
925
$62.6K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-430- 9.08% |
$27.8K - $31K
|
4.31K
$291K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14K- 3.83% |
$909K - $1.01M
|
353K
$23.9M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
21+ 0.24% |
$1.36K - $1.51K
|
8.64K
$585K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.16% |
$4.4K - $4.9K
|
5.77K
$390K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.46KNew |
$547K - $609K
|
8.46K
$572K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-92- 14.47% |
$5.95K - $6.63K
|
544
$36.8K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
324+ 9.72% |
$21K - $23.3K
|
3.66K
$247K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
421+ 3.91% |
$27.2K - $30.3K
|
11.2K
$756K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 3.66% |
$9.84K - $11K
|
4K
$271K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 9.68% |
$1.94K - $2.16K
|
340
$23K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-549- 24.41% |
$35.5K - $39.5K
|
1.7K
$115K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 20.31% |
$188K - $209K
|
11.4K
$771K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-320- 5.21% |
$20.7K - $23.1K
|
5.82K
$394K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.34K+ 5.83% |
$86.8K - $96.7K
|
24.4K
$1.65M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.55% |
$73.3K - $81.5K
|
72K
$4.87M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 23.54% |
$779K - $867K
|
39.1K
$2.65M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-204- 2.96% |
$13.2K - $14.7K
|
6.7K
$453K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.19K- 21.84% |
$206K - $230K
|
11.4K
$772K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-400- 2.99% |
$25.9K - $28.8K
|
13K
$879K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-325- 11.73% |
$21K - $23.4K
|
2.45K
$165K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.97KNew |
$257K - $286K
|
3.97K
$269K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.07% |
$453 - $504
|
10.7K
$720K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 3.4% |
$12.8K - $14.3K
|
5.62K
$380K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$64.7 - $72
|
172
$11.6K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.53K- 36.42% |
$164K - $182K
|
4.42K
$299K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$615K - $684K
|
9.5K
$642K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.21KNew |
$273K - $304K
|
4.21K
$285K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 24.85% |
$24.3K - $27K
|
1.88K
$127K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$3.88K - $4.32K
|
60
$4.06K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 1.08% |
$4.51K - $5.07K
|
6.63K
$448K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
119New |
$7.56K - $8.49K
|
119
$8.05K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.25% |
$3.18K - $3.57K
|
4.06K
$275K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 2.35% |
$127 - $143
|
83
$5.61K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-415- 10.29% |
$26.4K - $29.6K
|
3.62K
$245K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 23.81% |
$3.18K - $3.57K
|
160
$10.8K
|