Purchases and Sales Made in Q1 2022 in First Tr Exchange Traded Fd Fi (FXZ)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD FI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11KNew |
$633K - $807K
|
11K
$639K
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$579K - $739K
|
10.1K
$585K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.56KNew |
$550K - $701K
|
9.56K
$555K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.81K+ 194.65% |
$507K - $646K
|
13.3K
$775K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7.22K+ 59.99% |
$415K - $529K
|
19.3K
$1.12M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.2K+ 131.48% |
$414K - $528K
|
12.7K
$737K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.91K+ 54.22% |
$397K - $506K
|
19.6K
$1.14M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.83KNew |
$393K - $501K
|
6.83K
$397K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.65K+ 60.15% |
$325K - $414K
|
15K
$873K
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.43KNew |
$312K - $398K
|
5.43K
$315K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72K+ 99.92% |
$271K - $346K
|
9.43K
$548K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.3KNew |
$247K - $315K
|
4.3K
$250K
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.75KNew |
$216K - $275K
|
3.75K
$218K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.74K+ 41.56% |
$215K - $274K
|
12.7K
$740K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.51K+ 66.18% |
$202K - $258K
|
8.82K
$513K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.29KNew |
$189K - $241K
|
3.29K
$191K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.22KNew |
$185K - $236K
|
3.22K
$187K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.14K+ 120.47% |
$180K - $230K
|
5.74K
$334K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.08KNew |
$177K - $226K
|
3.08K
$179K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.01KNew |
$173K - $221K
|
3.01K
$175K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.81KNew |
$162K - $206K
|
2.81K
$163K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.73K+ 18.37% |
$157K - $200K
|
17.6K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 5.64% |
$154K - $196K
|
50.1K
$2.91M
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.54K+ 2.69% |
$146K - $186K
|
96.9K
$5.63M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.34K+ 258.12% |
$134K - $171K
|
3.24K
$188K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
2.2K+ 1.83% |
$126K - $161K
|
122K
$7.08M
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.8K+ 6.26% |
$104K - $132K
|
30.6K
$1.78M
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.68K+ 18.77% |
$96.8K - $123K
|
10.6K
$619K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63K+ 19.58% |
$93.9K - $120K
|
9.97K
$579K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3KNew |
$74.6K - $95.1K
|
1.3K
$75.4K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 28.31% |
$62.8K - $80.1K
|
4.95K
$288K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
905New |
$52K - $66.4K
|
905
$52.6K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
828+ 15.25% |
$47.6K - $60.7K
|
6.26K
$364K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
759+ 244.84% |
$43.7K - $55.7K
|
1.07K
$62.1K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
641New |
$36.9K - $47K
|
641
$37.2K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
625+ 13.41% |
$35.9K - $45.8K
|
5.29K
$307K
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
622+ 2.88% |
$35.8K - $45.6K
|
22.2K
$1.29M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
553+ 3.52% |
$31.8K - $40.6K
|
16.2K
$944K
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
415+ 3.66% |
$23.9K - $30.4K
|
11.8K
$684K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
407+ 1.69% |
$23.4K - $29.9K
|
24.4K
$1.42M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
344+ 5.88% |
$19.8K - $25.2K
|
6.19K
$360K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
303New |
$17.4K - $22.2K
|
303
$17.6K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
261+ 14.14% |
$15K - $19.1K
|
2.11K
$122K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
249New |
$14.3K - $18.3K
|
249
$14.5K
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
60+ 0.36% |
$3.45K - $4.4K
|
16.9K
$982K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28+ 0.38% |
$1.61K - $2.05K
|
7.34K
$427K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27New |
$1.55K - $1.98K
|
27
$1.57K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 6.25% |
$920 - $1.17K
|
272
$15.8K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$173 - $220
|
3
$174
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|