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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.65K+ 5.68% |
$102K - $112K
|
30.7K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.88KNew |
$240K - $264K
|
3.88K
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.7K- 88.0% |
$1.65M - $1.82M
|
3.64K
$219K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-302- 5.12% |
$18.7K - $20.6K
|
5.6K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.16K- 1.16% |
$71.5K - $78.8K
|
98.4K
$5.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10+ 5.0% |
$619 - $682
|
210
$12.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 0.72% |
$5.01K - $5.52K
|
11.2K
$676K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
701+ 9.56% |
$43.4K - $47.8K
|
8.03K
$483K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.05K- 45.87% |
$189K - $208K
|
3.6K
$217K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 29.54% |
$95.3K - $105K
|
3.68K
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 60.66% |
$7.92K - $8.73K
|
83
$4.99K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
100New |
$6.19K - $6.82K
|
100
$6.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$619 - $682
|
10
$602
|
|
| Q2 2023 | |||||||
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.29KClosed |
$247K - $281K
|
0
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16.9KClosed |
$973K - $1.11M
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.67KNew |
$269K - $307K
|
4.67K
$281K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-195- 49.37% |
$11.2K - $12.8K
|
200
$12K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.45K- 60.12% |
$257K - $292K
|
2.95K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$667K - $758K
|
11.6K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.5K- 38.5% |
$202K - $230K
|
5.59K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.5% |
$519 - $590
|
1.79K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.7KNew |
$1.77M - $2.02M
|
30.7K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-219- 1.37% |
$12.6K - $14.4K
|
15.8K
$951K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50.2K- 93.09% |
$2.89M - $3.29M
|
3.73K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-218- 5.24% |
$12.6K - $14.3K
|
3.95K
$237K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 25.21% |
$145K - $165K
|
12.5K
$752K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.76K- 4.57% |
$159K - $181K
|
57.6K
$3.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.72K- 62.98% |
$388K - $441K
|
3.95K
$238K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.45% |
$634 - $721
|
236
$14.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-45.6K- 85.36% |
$2.63M - $2.99M
|
7.82K
$471K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$461 - $525
|
8
$481
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56.5K- 97.66% |
$3.26M - $3.71M
|
1.35K
$81.4K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6New |
$364 - $432
|
6
$361
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31.1KNew |
$1.88M - $2.23M
|
31.1K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.1% |
$303 - $360
|
5K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.85K- 40.33% |
$294K - $349K
|
7.18K
$432K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.09M+ 11.82% |
$65.8M - $78.1M
|
10.3M
$618M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.46K+ 6.75% |
$513K - $608K
|
134K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.12KNew |
$492K - $584K
|
8.12K
$489K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 7.59% |
$1.06M - $1.26M
|
249K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.51KNew |
$213K - $253K
|
3.51K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.4KNew |
$633K - $752K
|
10.4K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.86KNew |
$477K - $566K
|
7.86K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 8.07% |
$27.5K - $32.6K
|
5.16K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
21.6KNew |
$1.31M - $1.55M
|
21.6K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.1K- 52.45% |
$1.04M - $1.23M
|
15.5K
$932K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 0.36% |
$2.91K - $3.45K
|
13.5K
$814K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
152KNew |
$9.2M - $10.9M
|
152K
$9.13M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|