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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20.4K+ 15.2% |
$1.15M - $1.38M
|
155K
$9.25M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.89KNew |
$556K - $669K
|
9.89K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.51K+ 84.62% |
$309K - $373K
|
12K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.39K+ 11.65% |
$246K - $297K
|
42K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 4.75% |
$69.1K - $83.2K
|
27.1K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
838New |
$47.1K - $56.7K
|
838
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
767+ 881.61% |
$43.1K - $51.9K
|
854
$51.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 6.21% |
$11.9K - $14.3K
|
3.61K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 1.71% |
$5.39K - $6.49K
|
5.71K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
22+ 0.6% |
$1.24K - $1.49K
|
3.67K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$56.2 - $67.6
|
218
$13K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$56.2 - $67.6
|
174
$10.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.03% |
$56.2 - $67.6
|
3.62K
$216K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1K+ 77.16% |
$2.45M - $2.72M
|
92K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 25.24% |
$1.45M - $1.61M
|
117K
$7.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18.7K+ 279.23% |
$1.14M - $1.27M
|
25.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 31.84% |
$627K - $696K
|
42.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$400K - $444K
|
6.54K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82K+ 15.73% |
$356K - $396K
|
42.8K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.72KNew |
$350K - $389K
|
5.72K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$340K - $378K
|
5.56K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.47K+ 61.1% |
$335K - $372K
|
14.4K
$862K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.73K+ 61.19% |
$289K - $321K
|
12.5K
$745K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.17K+ 8.4% |
$255K - $283K
|
53.8K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.73KNew |
$228K - $253K
|
3.73K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.35K+ 21.05% |
$144K - $160K
|
13.5K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.27K+ 4.42% |
$139K - $154K
|
53.6K
$3.21M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 8640.0% |
$106K - $117K
|
1.75K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.67K+ 184.91% |
$102K - $113K
|
2.57K
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 38.4% |
$99K - $110K
|
5.83K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799+ 7.67% |
$48.9K - $54.3K
|
11.2K
$671K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
384+ 4.81% |
$23.5K - $26.1K
|
8.36K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
200New |
$12.2K - $13.6K
|
200
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
190+ 2.25% |
$11.6K - $12.9K
|
8.65K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
128New |
$7.83K - $8.7K
|
128
$7.65K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$5.2K - $5.78K
|
85
$5.08K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.04K - $1.16K
|
3.48K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 1.56% |
$673 - $747
|
718
$42.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$615K - $684K
|
9.5K
$568K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
925New |
$59.9K - $66.6K
|
925
$55.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
550+ 162.24% |
$35.6K - $39.6K
|
889
$53.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 24.85% |
$24.3K - $27K
|
1.88K
$113K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$3.88K - $4.32K
|
60
$3.59K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.06M - $1.19M
|
16.6K
$993K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.9KNew |
$439K - $492K
|
6.9K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.08KNew |
$387K - $434K
|
6.08K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.61KNew |
$103K - $115K
|
1.61K
$96.5K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 17.02% |
$102K - $114K
|
11K
$658K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
737+ 1713.95% |
$46.9K - $52.6K
|
780
$46.6K
|
|