Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.7K+ 1058.9% |
$3.22M - $3.56M
|
64.2K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.8K+ 341.94% |
$1.74M - $1.93M
|
41.1K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 67.04% |
$1.63M - $1.81M
|
74.2K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.2K+ 94.86% |
$943K - $1.04M
|
35.3K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17.1K+ 11.06% |
$937K - $1.04M
|
172K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.1KNew |
$880K - $974K
|
16.1K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 31.17% |
$861K - $952K
|
66.1K
$3.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3KNew |
$618K - $684K
|
11.3K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.59KNew |
$525K - $581K
|
9.59K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.43KNew |
$407K - $450K
|
7.43K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.27K+ 5.98% |
$343K - $380K
|
111K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.22K+ 235.65% |
$286K - $317K
|
7.44K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.61K+ 118.16% |
$253K - $280K
|
8.52K
$498K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.35K+ 141.77% |
$238K - $264K
|
7.42K
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.56K+ 59316.67% |
$195K - $216K
|
3.57K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.53K+ 2.89% |
$139K - $153K
|
90.1K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.03K+ 7.11% |
$111K - $123K
|
30.6K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 11.77% |
$102K - $113K
|
17.6K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 6.13% |
$72K - $79.7K
|
22.8K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
591+ 0.87% |
$32.4K - $35.8K
|
68.4K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
504+ 4.47% |
$27.6K - $30.6K
|
11.8K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
358+ 2.97% |
$19.6K - $21.7K
|
12.4K
$726K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
330+ 7.8% |
$18.1K - $20K
|
4.56K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
301New |
$16.5K - $18.2K
|
301
$17.6K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
162New |
$8.88K - $9.82K
|
162
$9.46K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
107+ 1.42% |
$5.86K - $6.49K
|
7.63K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
50+ 0.39% |
$2.74K - $3.03K
|
13K
$762K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
25New |
$1.37K - $1.52K
|
25
$1.46K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
14+ 0.38% |
$767 - $849
|
3.68K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$164 - $182
|
687
$40.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.05% |
$110 - $121
|
4.31K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 1.72% |
$164 - $182
|
171
$9.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 6.42% |
$767 - $849
|
204
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 34.85% |
$1.26K - $1.39K
|
43
$2.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-67- 1.15% |
$3.67K - $4.06K
|
5.77K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-92- 5.86% |
$5.04K - $5.58K
|
1.48K
$86.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 5.14% |
$5.48K - $6.06K
|
1.84K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 3.98% |
$12.2K - $13.5K
|
5.36K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-235- 2.58% |
$12.9K - $14.2K
|
8.86K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-239- 1.23% |
$13.1K - $14.5K
|
19.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-245- 6.15% |
$13.4K - $14.9K
|
3.74K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-267- 30.51% |
$14.6K - $16.2K
|
608
$35.5K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-331- 1.92% |
$18.1K - $20.1K
|
16.9K
$986K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-521- 6.9% |
$28.5K - $31.6K
|
7.03K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-541- 5.32% |
$29.6K - $32.8K
|
9.62K
$562K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-555- 13.48% |
$30.4K - $33.6K
|
3.56K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-641- 7.34% |
$35.1K - $38.9K
|
8.1K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-691- 7.39% |
$37.9K - $41.9K
|
8.66K
$506K
|