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 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
227New |
$13.8K - $16.3K
|
227
$13.7K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.78K+ 2926.32% |
$472K - $560K
|
8.05K
$484K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 22.65% |
$72.8K - $86.4K
|
4.1K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.24K+ 43.66% |
$257K - $305K
|
13.9K
$839K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-713- 7.97% |
$43.2K - $51.3K
|
8.24K
$495K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.04K+ 207.94% |
$427K - $507K
|
10.4K
$627K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 31.09% |
$14.3K - $17K
|
523
$31.5K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$730K - $866K
|
12K
$724K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 92.01% |
$184K - $219K
|
6.35K
$382K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
166New |
$10.1K - $11.9K
|
166
$9.98K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06KNew |
$186K - $220K
|
3.06K
$184K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$182 - $216
|
17K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.32KNew |
$201K - $238K
|
3.32K
$199K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-139- 0.14% |
$8.43K - $10K
|
99.2K
$5.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.47K+ 18.16% |
$88.9K - $105K
|
9.54K
$574K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
24.3K+ 68.02% |
$1.47M - $1.75M
|
60K
$3.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
255+ 7.06% |
$15.5K - $18.3K
|
3.87K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$3.64K - $4.32K
|
60
$3.61K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.08KNew |
$187K - $221K
|
3.08K
$185K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.09K+ 28.92% |
$65.8K - $78.1K
|
4.84K
$291K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-105- 98.13% |
$6.37K - $7.55K
|
2
$120
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.02KNew |
$365K - $433K
|
6.02K
$362K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.79K+ 2382.91% |
$149K - $182K
|
2.91K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
740New |
$39.6K - $48.4K
|
740
$44.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5KNew |
$268K - $327K
|
5K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
450New |
$24.1K - $29.4K
|
450
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
320New |
$17.1K - $20.9K
|
320
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
425+ 100.0% |
$22.8K - $27.8K
|
850
$51.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.3K+ 1507075.0% |
$3.23M - $3.94M
|
60.3K
$3.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11KNew |
$589K - $719K
|
11K
$662K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.01KNew |
$108K - $131K
|
2.01K
$121K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$183K - $223K
|
3.42K
$205K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
12KNew |
$640K - $782K
|
12K
$719K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
18New |
$964 - $1.18K
|
18
$1.08K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.85KNew |
$206K - $252K
|
3.85K
$231K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
563New |
$30.1K - $36.8K
|
563
$33.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-256- 94.12% |
$13.7K - $16.7K
|
16
$962
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.73K- 41.45% |
$342K - $441K
|
9.51K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.6K- 70.31% |
$1.05M - $1.35M
|
8.7K
$523K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
780+ 2.22% |
$39.6K - $51.1K
|
36K
$2.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.81KNew |
$244K - $316K
|
4.81K
$290K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-15.8K- 76.14% |
$802K - $1.04M
|
4.95K
$298K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-38- 0.68% |
$1.93K - $2.49K
|
5.56K
$334K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.9KNew |
$2.8M - $3.72M
|
49.9K
$3M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.3KNew |
$1.81M - $2.41M
|
32.3K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8KClosed |
$659K - $877K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35.4KClosed |
$1.99M - $2.64M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
603+ 2.47% |
$33.8K - $45K
|
25K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
29.6KNew |
$1.66M - $2.21M
|
29.6K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.01KClosed |
$169K - $225K
|
0
$0
|
|