Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37KNew |
$2.4M - $2.67M
|
37K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
31.8K+ 21.06% |
$2.06M - $2.29M
|
183K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.6K+ 40.48% |
$1.53M - $1.7M
|
81.9K
$4.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 63.67% |
$1.16M - $1.29M
|
46.2K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 8.87% |
$654K - $728K
|
124K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.85K+ 44.16% |
$638K - $710K
|
32.2K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$615K - $684K
|
9.5K
$568K
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
8.95KNew |
$579K - $645K
|
8.95K
$535K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
8.46KNew |
$547K - $609K
|
8.46K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 10.1% |
$345K - $384K
|
58.2K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.12K+ 3.96% |
$331K - $369K
|
134K
$8.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
4.32KNew |
$280K - $311K
|
4.32K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.21KNew |
$273K - $304K
|
4.21K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.97KNew |
$257K - $286K
|
3.97K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.64K+ 4.29% |
$236K - $262K
|
88.6K
$5.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.46KNew |
$224K - $249K
|
3.46K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.72K+ 43.99% |
$111K - $124K
|
5.62K
$336K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.34K+ 5.83% |
$86.8K - $96.7K
|
24.4K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
956+ 1.9% |
$61.9K - $68.9K
|
51.4K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
925New |
$59.9K - $66.6K
|
925
$55.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
901New |
$58.3K - $64.9K
|
901
$53.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
578+ 1.72% |
$37.4K - $41.6K
|
34.2K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
550+ 162.24% |
$35.6K - $39.6K
|
889
$53.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
421+ 3.91% |
$27.2K - $30.3K
|
11.2K
$669K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 24.85% |
$24.3K - $27K
|
1.88K
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
324+ 9.72% |
$21K - $23.3K
|
3.66K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
308+ 3.05% |
$19.9K - $22.2K
|
10.4K
$623K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
217+ 69.55% |
$14K - $15.6K
|
529
$31.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
207+ 2.66% |
$13.4K - $14.9K
|
7.98K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
197+ 0.4% |
$12.7K - $14.2K
|
49.6K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73+ 0.65% |
$4.72K - $5.26K
|
11.3K
$675K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$3.88K - $4.32K
|
60
$3.59K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
38+ 3.16% |
$2.46K - $2.74K
|
1.24K
$74.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 9.68% |
$1.94K - $2.16K
|
340
$20.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.45% |
$1.81K - $2.02K
|
6.27K
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
21+ 0.24% |
$1.36K - $1.51K
|
8.64K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
18+ 0.33% |
$1.16K - $1.3K
|
5.54K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
12+ 0.1% |
$777 - $864
|
11.9K
$710K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.07% |
$518 - $576
|
11.7K
$697K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.07% |
$453 - $504
|
10.7K
$637K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$64.7 - $72
|
172
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.21% |
$518 - $576
|
3.71K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-8- 0.47% |
$518 - $576
|
1.7K
$101K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.44% |
$1.29K - $1.44K
|
4.58K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29- 59.18% |
$1.88K - $2.09K
|
20
$1.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-36- 1.13% |
$2.33K - $2.59K
|
3.14K
$188K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-38- 5.1% |
$2.46K - $2.74K
|
707
$42.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.16% |
$4.4K - $4.9K
|
5.77K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-92- 14.47% |
$5.95K - $6.63K
|
544
$32.5K
|