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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-825- 3.01% |
$45.2K - $50K
|
26.6K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 35.08% |
$64K - $70.9K
|
2.16K
$126K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.67K- 99.52% |
$91.3K - $101K
|
8
$467
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.87K- 22.23% |
$103K - $114K
|
6.55K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.39K- 26.53% |
$131K - $145K
|
6.61K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.64K- 26.66% |
$144K - $160K
|
7.25K
$424K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.6K- 48.5% |
$197K - $218K
|
3.82K
$223K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.72K- 63.48% |
$259K - $286K
|
2.72K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.76K- 44.81% |
$315K - $349K
|
7.09K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.79K- 10.18% |
$317K - $351K
|
51.1K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.39K- 17.59% |
$405K - $448K
|
34.6K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.15K- 67.84% |
$447K - $494K
|
3.87K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.94K- 4.71% |
$490K - $542K
|
181K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.2K- 9.68% |
$560K - $620K
|
95.5K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 17.9% |
$585K - $648K
|
49K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27K- 56.14% |
$1.48M - $1.64M
|
21.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.4K- 75.56% |
$1.61M - $1.78M
|
9.5K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.1K- 31.5% |
$1.7M - $1.88M
|
67.6K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-36K- 89.5% |
$1.97M - $2.18M
|
4.22K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.5K- 19.92% |
$2.71M - $3M
|
199K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.6K- 10.41% |
$2.72M - $3.01M
|
427K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.5K- 41.75% |
$2.88M - $3.18M
|
73.2K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 50.47% |
$6.12M - $6.78M
|
110K
$6.41M
|