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 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.76K- 4.57% |
$159K - $181K
|
57.6K
$3.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.72K- 62.98% |
$388K - $441K
|
3.95K
$231K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.45% |
$634 - $721
|
236
$13.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-45.6K- 85.36% |
$2.63M - $2.99M
|
7.82K
$457K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$461 - $525
|
8
$467
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56.5K- 97.66% |
$3.26M - $3.71M
|
1.35K
$79K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6New |
$364 - $432
|
6
$351
|
|
|
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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.09M+ 11.82% |
$65.8M - $78.1M
|
10.3M
$600M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.1% |
$303 - $360
|
5K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.85K- 40.33% |
$294K - $349K
|
7.18K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.46K+ 6.75% |
$513K - $608K
|
134K
$7.81M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.12KNew |
$492K - $584K
|
8.12K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31.1KNew |
$1.88M - $2.23M
|
31.1K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 7.59% |
$1.06M - $1.26M
|
249K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.86KNew |
$477K - $566K
|
7.86K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.51KNew |
$213K - $253K
|
3.51K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.4KNew |
$633K - $752K
|
10.4K
$610K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 8.07% |
$27.5K - $32.6K
|
5.16K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
152KNew |
$9.2M - $10.9M
|
152K
$8.87M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 0.36% |
$2.91K - $3.45K
|
13.5K
$791K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.1K- 52.45% |
$1.04M - $1.23M
|
15.5K
$906K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
21.6KNew |
$1.31M - $1.55M
|
21.6K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.78K+ 2926.32% |
$472K - $560K
|
8.05K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
227New |
$13.8K - $16.3K
|
227
$13.3K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.24K+ 43.66% |
$257K - $305K
|
13.9K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-713- 7.97% |
$43.2K - $51.3K
|
8.24K
$481K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.04K+ 207.94% |
$427K - $507K
|
10.4K
$609K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 31.09% |
$14.3K - $17K
|
523
$30.6K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$730K - $866K
|
12K
$703K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 92.01% |
$184K - $219K
|
6.35K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
166New |
$10.1K - $11.9K
|
166
$9.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06KNew |
$186K - $220K
|
3.06K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$182 - $216
|
17K
$993K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.32KNew |
$201K - $238K
|
3.32K
$194K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-139- 0.14% |
$8.43K - $10K
|
99.2K
$5.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.47K+ 18.16% |
$88.9K - $105K
|
9.54K
$557K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
24.3K+ 68.02% |
$1.47M - $1.75M
|
60K
$3.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
255+ 7.06% |
$15.5K - $18.3K
|
3.87K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.08KNew |
$187K - $221K
|
3.08K
$180K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$3.64K - $4.32K
|
60
$3.51K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.09K+ 28.92% |
$65.8K - $78.1K
|
4.84K
$283K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-105- 98.13% |
$6.37K - $7.55K
|
2
$117
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.02KNew |
$365K - $433K
|
6.02K
$352K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5KNew |
$268K - $327K
|
5K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.79K+ 2382.91% |
$149K - $182K
|
2.91K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
740New |
$39.6K - $48.4K
|
740
$43.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
320New |
$17.1K - $20.9K
|
320
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
425+ 100.0% |
$22.8K - $27.8K
|
850
$49.7K
|
|