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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$17K - $19.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$283K - $318K
|
5K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.21KClosed |
$352K - $394K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.74KClosed |
$268K - $301K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.72KNew |
$267K - $300K
|
4.72K
$267K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
250New |
$14.2K - $15.9K
|
250
$14.2K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20Closed |
$1.13K - $1.27K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-245Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
12.1KNew |
$649K - $723K
|
12.1K
$683K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.8KClosed |
$204K - $228K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$26.9K - $30K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.51KClosed |
$243K - $271K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-34Closed |
$1.83K - $2.04K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20.3KNew |
$1.09M - $1.22M
|
20.3K
$1.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-27.1KClosed |
$1.46M - $1.62M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.67KClosed |
$197K - $220K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.26KNew |
$67.7K - $75.5K
|
1.26K
$71.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.4KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-4.4KClosed |
$236K - $264K
|
0
$0
|
|
| Q2 2021 | |||||||
|
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
$26.7K
|
|
| 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
$219K
|
|
|
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
$69.5K
|
|
|
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
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$136 - $157
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17Closed |
$578 - $666
|
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
$1.5M
|
|
|
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
|
|