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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-106- 1.95% |
$6.86K - $7.64K
|
5.33K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-119- 3.74% |
$7.7K - $8.57K
|
3.06K
$183K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-143- 62.45% |
$9.25K - $10.3K
|
86
$5.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 3.66% |
$9.84K - $11K
|
4K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-178- 2.82% |
$11.5K - $12.8K
|
6.14K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-198- 3.4% |
$12.8K - $14.3K
|
5.62K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-204- 2.96% |
$13.2K - $14.7K
|
6.7K
$401K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-232- 1.91% |
$15K - $16.7K
|
11.9K
$713K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-252- 5.67% |
$16.3K - $18.2K
|
4.19K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 33.42% |
$17.2K - $19.2K
|
530
$31.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-320- 5.21% |
$20.7K - $23.1K
|
5.82K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-325- 11.73% |
$21K - $23.4K
|
2.45K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-377- 1.27% |
$24.4K - $27.2K
|
29.4K
$1.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-400- 2.99% |
$25.9K - $28.8K
|
13K
$777K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-430- 9.08% |
$27.8K - $31K
|
4.31K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-437- 6.25% |
$28.3K - $31.5K
|
6.56K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-549- 24.41% |
$35.5K - $39.5K
|
1.7K
$102K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-663- 6.98% |
$42.9K - $47.8K
|
8.84K
$529K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-666- 3.17% |
$43.1K - $48K
|
20.3K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-947- 12.92% |
$61.3K - $68.2K
|
6.38K
$382K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-979- 10.8% |
$63.4K - $70.5K
|
8.09K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.7% |
$72K - $80.1K
|
10.4K
$619K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.55% |
$73.3K - $81.5K
|
72K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 73.72% |
$76.4K - $85.1K
|
421
$25.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.6K- 4.18% |
$104K - $115K
|
36.7K
$2.2M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.73K- 98.86% |
$112K - $124K
|
20
$1.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.31K- 25.1% |
$149K - $166K
|
6.89K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.47K- 25.05% |
$160K - $178K
|
7.39K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.5K- 19.23% |
$162K - $180K
|
10.5K
$628K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.53K- 36.42% |
$164K - $182K
|
4.42K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 20.31% |
$188K - $209K
|
11.4K
$682K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.13K- 2.57% |
$203K - $226K
|
119K
$7.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.19K- 21.84% |
$206K - $230K
|
11.4K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-10.4K- 26.64% |
$673K - $750K
|
28.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 23.68% |
$683K - $760K
|
34K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 23.54% |
$779K - $867K
|
39.1K
$2.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14K- 3.83% |
$909K - $1.01M
|
353K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.1K- 21.41% |
$915K - $1.02M
|
51.9K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 78.37% |
$951K - $1.06M
|
4.06K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22K- 19.04% |
$1.43M - $1.59M
|
93.8K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.8K- 9.66% |
$1.87M - $2.08M
|
270K
$16.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46.6K- 99.47% |
$3.01M - $3.35M
|
248
$14.8K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.5K- 14.0% |
$3.4M - $3.79M
|
323K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.5K- 14.0% |
$3.4M - $3.79M
|
323K
$19.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57.5K- 43.22% |
$3.72M - $4.15M
|
75.6K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.4K- 12.84% |
$5.21M - $5.8M
|
546K
$32.7M
|