Latest Institutional Purchases of First Tr Exchange Traded Fd Fi (FXZ)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
24K+ 568.72% |
$1.12M - $1.37M
|
28.2K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21.9K+ 12.74% |
$1.02M - $1.25M
|
194K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.9K+ 220.08% |
$977K - $1.2M
|
30.4K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53K+ 8.61% |
$259K - $316K
|
69.8K
$4.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 28.02% |
$210K - $257K
|
20.6K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.9K+ 7.64% |
$182K - $223K
|
55K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.9KNew |
$182K - $223K
|
3.9K
$235K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.26K+ 120.18% |
$153K - $187K
|
5.98K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.72K+ 7.86% |
$127K - $156K
|
37.4K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.37KNew |
$111K - $136K
|
2.37K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.35K+ 19.93% |
$110K - $134K
|
14.1K
$849K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.26K+ 2.5% |
$105K - $129K
|
92.3K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55K+ 5.82% |
$72.3K - $88.5K
|
28.1K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 4.7% |
$50.1K - $61.3K
|
23.9K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 26.97% |
$48.2K - $58.9K
|
4.85K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
750New |
$35.1K - $42.9K
|
750
$45.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
384+ 3.09% |
$18K - $22K
|
12.8K
$770K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325+ 541.67% |
$15.2K - $18.6K
|
385
$23.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
231+ 6.39% |
$10.8K - $13.2K
|
3.85K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
210+ 9.71% |
$9.82K - $12K
|
2.37K
$143K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
128+ 7.18% |
$5.99K - $7.32K
|
1.91K
$115K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55+ 1.54% |
$2.57K - $3.15K
|
3.62K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53+ 0.41% |
$2.48K - $3.03K
|
13.1K
$787K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.05% |
$234 - $286
|
9.63K
$579K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.07% |
$140 - $172
|
4.31K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.33% |
$46.8 - $57.2
|
302
$18.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$46.8 - $57.2
|
172
$10.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$46.8 - $57.2
|
205
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.8K+ 341.94% |
$1.74M - $1.93M
|
41.1K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
162New |
$8.88K - $9.82K
|
162
$9.74K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
107+ 1.42% |
$5.86K - $6.49K
|
7.63K
$459K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$1.37K - $1.52K
|
25
$1.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$767 - $849
|
3.68K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.1KNew |
$566K - $681K
|
10.1K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.44KNew |
$530K - $638K
|
9.44K
$567K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.63KNew |
$204K - $246K
|
3.63K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.45K+ 8.06% |
$194K - $233K
|
46.3K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 4.75% |
$69.1K - $83.2K
|
27.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
450New |
$25.3K - $30.4K
|
450
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
250New |
$14K - $16.9K
|
250
$15K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 6.21% |
$11.9K - $14.3K
|
3.61K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
160New |
$8.99K - $10.8K
|
160
$9.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
139New |
$7.81K - $9.4K
|
139
$8.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$6.74K - $8.12K
|
120
$7.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 1.65% |
$5.39K - $6.49K
|
5.93K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 1.71% |
$5.39K - $6.49K
|
5.71K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.42K - $2.91K
|
43
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$449 - $541
|
8
$481
|
|