Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-492- 14.14% |
$30.1K - $33.4K
|
2.99K
$171K
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-295- 0.51% |
$18.1K - $20K
|
57.9K
$3.31M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 7.89% |
$17.9K - $19.9K
|
3.42K
$196K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 33.42% |
$16.3K - $18.1K
|
530
$30.3K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 88.89% |
$12.2K - $13.6K
|
25
$1.43K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 2.32% |
$5.2K - $5.78K
|
3.57K
$204K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.55% |
$4.9K - $5.44K
|
3.06K
$175K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51- 61.45% |
$3.12K - $3.47K
|
32
$1.83K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 9.5% |
$2.45K - $2.72K
|
381
$21.8K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.05% |
$367 - $408
|
11.9K
$679K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.11% |
$306 - $340
|
4.57K
$262K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46.6K- 99.47% |
$3.01M - $3.35M
|
248
$14.2K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.53K- 36.42% |
$164K - $182K
|
4.42K
$253K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-252- 5.67% |
$16.3K - $18.2K
|
4.19K
$240K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.16% |
$4.4K - $4.9K
|
5.77K
$330K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.77K- 27.54% |
$558K - $626K
|
23.1K
$1.32M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-835- 20.53% |
$53.1K - $59.6K
|
3.23K
$185K
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-610- 15.02% |
$38.8K - $43.5K
|
3.45K
$197K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-454- 7.24% |
$28.9K - $32.4K
|
5.82K
$333K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-415- 10.29% |
$26.4K - $29.6K
|
3.62K
$207K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 23.81% |
$3.18K - $3.57K
|
160
$9.15K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.5% |
$3.18K - $3.57K
|
3.28K
$187K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.36K- 38.23% |
$315K - $375K
|
8.65K
$495K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.88K- 49.78% |
$170K - $202K
|
2.91K
$166K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 6.26% |
$62.7K - $74.7K
|
16K
$915K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 27.31% |
$54.1K - $64.5K
|
2.45K
$140K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-315- 8.55% |
$18.5K - $22.1K
|
3.37K
$193K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-150- 2.05% |
$8.82K - $10.5K
|
7.16K
$409K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-120- 6.45% |
$7.05K - $8.4K
|
1.74K
$99.5K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.7K- 88.0% |
$1.65M - $1.82M
|
3.64K
$208K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.05K- 45.87% |
$189K - $208K
|
3.6K
$206K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 29.54% |
$95.3K - $105K
|
3.68K
$210K
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.16K- 1.16% |
$71.5K - $78.8K
|
98.4K
$5.63M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-302- 5.12% |
$18.7K - $20.6K
|
5.6K
$320K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-201- 68.6% |
$12.4K - $13.7K
|
92
$5.26K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 60.66% |
$7.92K - $8.73K
|
83
$4.75K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 0.72% |
$5.01K - $5.52K
|
11.2K
$643K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56.5K- 97.66% |
$3.26M - $3.71M
|
1.35K
$77.4K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50.2K- 93.09% |
$2.89M - $3.29M
|
3.73K
$213K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-45.6K- 85.36% |
$2.63M - $2.99M
|
7.82K
$448K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16.9KClosed |
$973K - $1.11M
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-6.72K- 62.98% |
$388K - $441K
|
3.95K
$226K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.45K- 60.12% |
$257K - $292K
|
2.95K
$169K
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.29KClosed |
$247K - $281K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.5K- 38.5% |
$202K - $230K
|
5.59K
$320K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.76K- 4.57% |
$159K - $181K
|
57.6K
$3.29M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-219- 1.37% |
$12.6K - $14.4K
|
15.8K
$905K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-218- 5.24% |
$12.6K - $14.3K
|
3.95K
$226K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-195- 49.37% |
$11.2K - $12.8K
|
200
$11.4K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.45% |
$634 - $721
|
236
$13.5K
|