Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.82M+ 7666.31% |
$110M - $131M
|
1.84M
$107M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.09M+ 11.82% |
$65.8M - $78.1M
|
10.3M
$597M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
320K+ 23.01% |
$19.4M - $23M
|
1.71M
$99.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
223K+ 16.4% |
$13.5M - $16M
|
1.58M
$91.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
202K+ 2002.73% |
$12.2M - $14.5M
|
212K
$12.3M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
157K+ 4285.46% |
$9.5M - $11.3M
|
160K
$9.32M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
152KNew |
$9.2M - $10.9M
|
152K
$8.82M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 22.21% |
$8.05M - $9.55M
|
730K
$42.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
98KNew |
$5.94M - $7.05M
|
98K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.3K+ 60.01% |
$5.05M - $6M
|
222K
$12.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57.7K+ 44070.99% |
$3.5M - $4.15M
|
57.9K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
57.5KNew |
$3.48M - $4.13M
|
57.5K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
53.4KNew |
$3.24M - $3.85M
|
53.4K
$3.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.8K+ 12.6% |
$3.14M - $3.73M
|
463K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.5K+ 23.31% |
$3M - $3.56M
|
262K
$15.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
47.2KNew |
$2.86M - $3.4M
|
47.2K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45.7K+ 550.56% |
$2.77M - $3.28M
|
54K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 11.11% |
$2.47M - $2.93M
|
407K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.5K+ 19.78% |
$2.4M - $2.84M
|
239K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 85.67% |
$2.36M - $2.8M
|
84.3K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.2K+ 7.37% |
$2.19M - $2.6M
|
527K
$30.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.7K+ 215.06% |
$1.92M - $2.28M
|
46.5K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
31.1KNew |
$1.88M - $2.23M
|
31.1K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 22.86% |
$1.71M - $2.03M
|
152K
$8.81M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.3K+ 88.98% |
$1.53M - $1.82M
|
53.8K
$3.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
24.3K+ 68.02% |
$1.47M - $1.75M
|
60K
$3.48M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.6KNew |
$1.31M - $1.56M
|
21.6K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
21.6KNew |
$1.31M - $1.55M
|
21.6K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20K+ 55.32% |
$1.21M - $1.44M
|
56.2K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 23.95% |
$1.21M - $1.44M
|
103K
$6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 152.94% |
$1.19M - $1.42M
|
32.6K
$1.89M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.5K+ 11.71% |
$1.12M - $1.33M
|
176K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 7.59% |
$1.06M - $1.26M
|
249K
$14.5M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.9KNew |
$1.02M - $1.21M
|
16.9K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
16KNew |
$972K - $1.15M
|
16K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.6K+ 38.63% |
$945K - $1.12M
|
55.9K
$3.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
13K+ 141.08% |
$790K - $937K
|
22.3K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12KNew |
$730K - $866K
|
12K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 38.07% |
$641K - $760K
|
38.3K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.4KNew |
$633K - $752K
|
10.4K
$607K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.98KNew |
$605K - $718K
|
9.98K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.46K+ 6.75% |
$513K - $608K
|
134K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.12KNew |
$492K - $584K
|
8.12K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.86KNew |
$477K - $566K
|
7.86K
$457K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.78K+ 2926.32% |
$472K - $560K
|
8.05K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.78K+ 2926.32% |
$472K - $560K
|
8.05K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.4K+ 21.2% |
$449K - $533K
|
42.3K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.04K+ 207.94% |
$427K - $507K
|
10.4K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.72K+ 39.6% |
$407K - $483K
|
23.7K
$1.38M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.02KNew |
$365K - $433K
|
6.02K
$350K
|