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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.9KNew |
$439K - $492K
|
6.9K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
737+ 1713.95% |
$46.9K - $52.6K
|
780
$45.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.47% |
$2.99K - $3.35K
|
424
$24.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.06M - $1.19M
|
16.6K
$971K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-454- 7.24% |
$28.9K - $32.4K
|
5.82K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-835- 20.53% |
$53.1K - $59.6K
|
3.23K
$189K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
271New |
$17.2K - $19.3K
|
271
$15.8K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
430New |
$25.3K - $30.1K
|
430
$25.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.31KNew |
$312K - $371K
|
5.31K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$55.8K - $66.5K
|
950
$55.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
291New |
$17.1K - $20.4K
|
291
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.97KNew |
$175K - $208K
|
2.97K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 27.31% |
$54.1K - $64.5K
|
2.45K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 38.23% |
$315K - $375K
|
8.65K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 2.22% |
$58.8 - $70
|
46
$2.69K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
132New |
$7.76K - $9.24K
|
132
$7.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-150- 2.05% |
$8.82K - $10.5K
|
7.16K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-120- 6.45% |
$7.05K - $8.4K
|
1.74K
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-315- 8.55% |
$18.5K - $22.1K
|
3.37K
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
351New |
$20.6K - $24.6K
|
351
$20.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.09KNew |
$182K - $217K
|
3.09K
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$67.3K - $80.2K
|
1.15K
$66.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.88K- 49.78% |
$170K - $202K
|
2.91K
$170K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 6.26% |
$62.7K - $74.7K
|
16K
$934K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-201- 68.6% |
$12.4K - $13.7K
|
92
$5.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.65K+ 5.68% |
$102K - $112K
|
30.7K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.88KNew |
$240K - $264K
|
3.88K
$227K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.7K- 88.0% |
$1.65M - $1.82M
|
3.64K
$212K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-302- 5.12% |
$18.7K - $20.6K
|
5.6K
$327K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.16K- 1.16% |
$71.5K - $78.8K
|
98.4K
$5.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10+ 5.0% |
$619 - $682
|
210
$12.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 0.72% |
$5.01K - $5.52K
|
11.2K
$657K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
701+ 9.56% |
$43.4K - $47.8K
|
8.03K
$469K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.05K- 45.87% |
$189K - $208K
|
3.6K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 29.54% |
$95.3K - $105K
|
3.68K
$215K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 60.66% |
$7.92K - $8.73K
|
83
$4.85K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
100New |
$6.19K - $6.82K
|
100
$5.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$619 - $682
|
10
$584
|
|
| 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
$273K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-195- 49.37% |
$11.2K - $12.8K
|
200
$11.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.45K- 60.12% |
$257K - $292K
|
2.95K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.5K- 38.5% |
$202K - $230K
|
5.59K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.5% |
$519 - $590
|
1.79K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.7KNew |
$1.77M - $2.02M
|
30.7K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-219- 1.37% |
$12.6K - $14.4K
|
15.8K
$924K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50.2K- 93.09% |
$2.89M - $3.29M
|
3.73K
$218K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-218- 5.24% |
$12.6K - $14.3K
|
3.95K
$231K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 25.21% |
$145K - $165K
|
12.5K
$730K
|
|