Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 9689.53% |
$11.4M - $13M
|
200K
$11.6M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
69.3K+ 894.26% |
$3.99M - $4.54M
|
77K
$4.48M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
62.8K+ 779.63% |
$3.62M - $4.12M
|
70.8K
$4.11M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36.6K+ 59.14% |
$2.11M - $2.4M
|
98.4K
$5.72M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.7KNew |
$1.77M - $2.02M
|
30.7K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29K+ 264.39% |
$1.67M - $1.9M
|
40K
$2.32M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 27.44% |
$1.6M - $1.82M
|
129K
$7.5M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.42M - $1.61M
|
24.6K
$1.43M
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
22.1K+ 101.78% |
$1.28M - $1.45M
|
43.9K
$2.55M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.3KNew |
$997K - $1.13M
|
17.3K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$667K - $758K
|
11.6K
$672K
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.44K+ 36.95% |
$544K - $619K
|
35K
$2.03M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.05KNew |
$464K - $528K
|
8.05K
$468K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.37KNew |
$425K - $483K
|
7.37K
$428K
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
7.33KNew |
$423K - $481K
|
7.33K
$426K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.6KNew |
$323K - $367K
|
5.6K
$325K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.4K+ 12.76% |
$311K - $354K
|
47.7K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
4.32KNew |
$249K - $283K
|
4.32K
$251K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.57K+ 42.44% |
$148K - $169K
|
8.64K
$502K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 25.21% |
$145K - $165K
|
12.5K
$726K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.3K+ 2.82% |
$74.8K - $85.1K
|
47.3K
$2.75M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
875+ 0.85% |
$50.4K - $57.4K
|
104K
$6.05M
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
853+ 3.03% |
$49.2K - $55.9K
|
29K
$1.69M
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
801+ 10.28% |
$46.2K - $52.5K
|
8.59K
$499K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
780+ 11.68% |
$45K - $51.2K
|
7.46K
$433K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
533+ 6.36% |
$30.7K - $35K
|
8.91K
$518K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
510+ 9.45% |
$29.4K - $33.5K
|
5.9K
$343K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
453+ 8.5% |
$26.1K - $29.7K
|
5.78K
$336K
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
354+ 6.5% |
$20.4K - $23.2K
|
5.8K
$337K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$11.5K - $13.1K
|
200
$11.6K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 2.61% |
$11.5K - $13.1K
|
7.88K
$458K
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
177+ 3.49% |
$10.2K - $11.6K
|
5.25K
$305K
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
68+ 0.59% |
$3.92K - $4.46K
|
11.7K
$678K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
63+ 1.05% |
$3.63K - $4.13K
|
6.06K
$352K
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
52+ 0.77% |
$3K - $3.41K
|
6.83K
$397K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
24+ 0.23% |
$1.38K - $1.57K
|
10.6K
$613K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$461 - $525
|
8
$465
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.33% |
$57.6 - $65.6
|
306
$17.8K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.05% |
$173 - $197
|
6.23K
$362K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.08% |
$346 - $394
|
7.31K
$425K
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-7- 0.17% |
$403 - $459
|
4.19K
$243K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.5% |
$519 - $590
|
1.79K
$104K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11- 4.45% |
$634 - $721
|
236
$13.7K
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-31- 0.34% |
$1.79K - $2.03K
|
9.05K
$526K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-60- 0.34% |
$3.46K - $3.94K
|
17.4K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 0.91% |
$3.57K - $4.07K
|
6.79K
$394K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-98- 3.37% |
$5.65K - $6.43K
|
2.81K
$163K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-98- 3.37% |
$5.65K - $6.43K
|
2.81K
$163K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-104- 0.91% |
$5.99K - $6.82K
|
11.3K
$658K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-109- 2.56% |
$6.28K - $7.15K
|
4.15K
$241K
|