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 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-27Closed |
$1.5K - $1.71K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-962Closed |
$53.3K - $60.8K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$1.83K - $2.08K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
472New |
$26.2K - $29.8K
|
472
$31.9K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.61KClosed |
$219K - $256K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$183K - $215K
|
3.86K
$261K
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-350Closed |
$16.6K - $19.5K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-300Closed |
$10.1K - $12.1K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 14.66% |
$4.04K - $6K
|
1.23K
$83.1K
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-7.19KClosed |
$185K - $275K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.7KClosed |
$301K - $447K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$232 - $344
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19Closed |
$434 - $760
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-312KClosed |
$7.13M - $12.5M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.81KClosed |
$41.3K - $72.4K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-107Closed |
$2.44K - $4.28K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-23.7KClosed |
$540K - $946K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-26.7KClosed |
$610K - $1.07M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-665Closed |
$23.4K - $26.9K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Acg Wealth
|
SELL
|
- |
-17.5KClosed |
$615K - $709K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-261Closed |
$8.87K - $10.2K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-30Closed |
$1.02K - $1.18K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-905Closed |
$30.8K - $35.4K
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17Closed |
$578 - $666
|
0
$0
|
|
Nov 01, 2019
Q3 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$136 - $157
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-367Closed |
$12.7K - $14.6K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-237Closed |
$8.18K - $9.4K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-217Closed |
$7.49K - $8.61K
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.5KNew |
$915K - $1.05M
|
26.5K
$1.79M
|
|
Aug 07, 2019
Q2 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-103KClosed |
$3.56M - $4.09M
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-332Closed |
$11.5K - $13.2K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.96KClosed |
$97.7K - $117K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-2.96KClosed |
$97.7K - $117K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-1.19KClosed |
$39.3K - $46.9K
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$2.71K - $3.23K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-125Closed |
$4.13K - $4.93K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.2KClosed |
$1.23M - $1.63M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.7KClosed |
$337K - $445K
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Wespac Advisors, LLC
|
SELL
|
- |
-65.1KClosed |
$2.05M - $2.71M
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10.1KClosed |
$317K - $419K
|
0
$0
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5KClosed |
$158K - $208K
|
0
$0
|
|
Jan 09, 2019
Q4 2018
|
Astor Investment Management LLC
|
SELL
|
- |
-329KClosed |
$10.4M - $13.7M
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$977K - $1.03M
|
23.7K
$1.6M
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-743Closed |
$30.6K - $32.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43.2KClosed |
$1.78M - $1.87M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
$495K - $521K
|
12K
$813K
|
|
Nov 13, 2018
Q3 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-56.2KClosed |
$2.32M - $2.44M
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.55KClosed |
$63.8K - $67.1K
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Telos Capital Management, Inc.
|
SELL
|
- |
-38.8KClosed |
$1.6M - $1.68M
|
0
$0
|
|
Oct 17, 2018
Q3 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$197K - $207K
|
0
$0
|