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 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 0.72% |
$5.01K - $5.52K
|
11.2K
$650K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-56.5K- 97.66% |
$3.26M - $3.71M
|
1.35K
$78.2K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50.2K- 93.09% |
$2.89M - $3.29M
|
3.73K
$216K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-45.6K- 85.36% |
$2.63M - $2.99M
|
7.82K
$452K
|
|
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
$228K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.45K- 60.12% |
$257K - $292K
|
2.95K
$171K
|
|
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
$323K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.76K- 4.57% |
$159K - $181K
|
57.6K
$3.33M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-219- 1.37% |
$12.6K - $14.4K
|
15.8K
$914K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-218- 5.24% |
$12.6K - $14.3K
|
3.95K
$228K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-195- 49.37% |
$11.2K - $12.8K
|
200
$11.6K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.45% |
$634 - $721
|
236
$13.6K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.5% |
$519 - $590
|
1.79K
$103K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-17.1K- 52.45% |
$1.04M - $1.23M
|
15.5K
$896K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-17KClosed |
$1.03M - $1.23M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.85K- 40.33% |
$294K - $349K
|
7.18K
$415K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-713- 7.97% |
$43.2K - $51.3K
|
8.24K
$476K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 8.07% |
$27.5K - $32.6K
|
5.16K
$298K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 31.09% |
$14.3K - $17K
|
523
$30.2K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-139- 0.14% |
$8.43K - $10K
|
99.2K
$5.73M
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-105- 98.13% |
$6.37K - $7.55K
|
2
$116
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.1% |
$303 - $360
|
5K
$289K
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-256- 94.12% |
$13.7K - $16.7K
|
16
$925
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.6K- 70.31% |
$1.05M - $1.35M
|
8.7K
$503K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-15.8K- 76.14% |
$802K - $1.04M
|
4.95K
$286K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.73K- 41.45% |
$342K - $441K
|
9.51K
$550K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-38- 0.68% |
$1.93K - $2.49K
|
5.56K
$321K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-77KClosed |
$4.32M - $5.75M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-68.8KClosed |
$3.86M - $5.13M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.8K- 92.38% |
$2.74M - $3.64M
|
4.03K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35.4KClosed |
$1.99M - $2.64M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8KClosed |
$659K - $877K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.86KClosed |
$496K - $661K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.22KClosed |
$180K - $240K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.01KClosed |
$169K - $225K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.95KClosed |
$165K - $220K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.92K- 23.16% |
$164K - $218K
|
9.7K
$561K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-509Closed |
$28.5K - $38K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-461- 3.92% |
$25.8K - $34.4K
|
11.3K
$653K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$4.2K - $5.6K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.9KClosed |
$2.12M - $2.71M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$1.27M - $1.62M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.59KClosed |
$264K - $337K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.19KClosed |
$241K - $308K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.68KClosed |
$96.3K - $123K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-273Closed |
$15.7K - $20K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-253Closed |
$14.6K - $18.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-176Closed |
$10.1K - $12.9K
|
0
$0
|