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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 7.59% |
$1.06M - $1.26M
|
249K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$730K - $866K
|
12K
$703K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.4KNew |
$633K - $752K
|
10.4K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.46K+ 6.75% |
$513K - $608K
|
134K
$7.81M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.12KNew |
$492K - $584K
|
8.12K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.86KNew |
$477K - $566K
|
7.86K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.78K+ 2926.32% |
$472K - $560K
|
8.05K
$470K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.04K+ 207.94% |
$427K - $507K
|
10.4K
$609K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.02KNew |
$365K - $433K
|
6.02K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.24K+ 43.66% |
$257K - $305K
|
13.9K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.51KNew |
$213K - $253K
|
3.51K
$205K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.32KNew |
$201K - $238K
|
3.32K
$194K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.08KNew |
$187K - $221K
|
3.08K
$180K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.06KNew |
$186K - $220K
|
3.06K
$179K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.04K+ 92.01% |
$184K - $219K
|
6.35K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.47K+ 18.16% |
$88.9K - $105K
|
9.54K
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.09K+ 28.92% |
$65.8K - $78.1K
|
4.84K
$283K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
255+ 7.06% |
$15.5K - $18.3K
|
3.87K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
227New |
$13.8K - $16.3K
|
227
$13.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
166New |
$10.1K - $11.9K
|
166
$9.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$3.64K - $4.32K
|
60
$3.51K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 0.36% |
$2.91K - $3.45K
|
13.5K
$791K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6New |
$364 - $432
|
6
$351
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$182 - $216
|
17K
$993K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.3K+ 1507075.0% |
$3.23M - $3.94M
|
60.3K
$3.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
12KNew |
$640K - $782K
|
12K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11KNew |
$589K - $719K
|
11K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5KNew |
$268K - $327K
|
5K
$292K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.85KNew |
$206K - $252K
|
3.85K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$183K - $223K
|
3.42K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.79K+ 2382.91% |
$149K - $182K
|
2.91K
$170K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.01KNew |
$108K - $131K
|
2.01K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
740New |
$39.6K - $48.4K
|
740
$43.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
563New |
$30.1K - $36.8K
|
563
$32.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
425+ 100.0% |
$22.8K - $27.8K
|
850
$49.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
320New |
$17.1K - $20.9K
|
320
$18.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
18New |
$964 - $1.18K
|
18
$1.05K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
149KNew |
$8.35M - $11.1M
|
149K
$8.71M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.9KNew |
$2.8M - $3.72M
|
49.9K
$2.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33.2KNew |
$1.86M - $2.47M
|
33.2K
$1.94M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.3KNew |
$1.81M - $2.41M
|
32.3K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
29.6KNew |
$1.66M - $2.21M
|
29.6K
$1.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.59K+ 95.76% |
$201K - $268K
|
7.35K
$429K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.57KNew |
$200K - $266K
|
3.57K
$209K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.64KNew |
$91.9K - $122K
|
1.64K
$95.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.17KNew |
$65.7K - $87.4K
|
1.17K
$68.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
791New |
$44.3K - $59K
|
791
$46.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
603+ 2.47% |
$33.8K - $45K
|
25K
$1.46M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
390New |
$21.9K - $29.1K
|
390
$22.8K
|
|