Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
149KNew |
$9.24M - $10.2M
|
149K
$8.93M
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
49.2KNew |
$3.04M - $3.35M
|
49.2K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.3K+ 359.23% |
$2.93M - $3.22M
|
60.4K
$3.62M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.9K+ 36.3% |
$2.9M - $3.19M
|
176K
$10.5M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.8K+ 428.27% |
$2.34M - $2.58M
|
46.6K
$2.79M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15.6K+ 20.27% |
$966K - $1.06M
|
92.7K
$5.54M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2K+ 30.43% |
$941K - $1.04M
|
65.2K
$3.9M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.9K+ 29.54% |
$920K - $1.01M
|
65.2K
$3.9M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.5K+ 150.27% |
$898K - $989K
|
24.2K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1K+ 81.63% |
$874K - $963K
|
31.4K
$1.88M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8KNew |
$795K - $876K
|
12.8K
$768K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
12.2KNew |
$755K - $832K
|
12.2K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 7.9% |
$693K - $764K
|
153K
$9.15M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.58K+ 48.55% |
$283K - $312K
|
14K
$838K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.34KNew |
$268K - $296K
|
4.34K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.88KNew |
$240K - $264K
|
3.88K
$232K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.39K+ 34.06% |
$210K - $231K
|
13.3K
$798K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.37KNew |
$209K - $230K
|
3.37K
$202K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.99KNew |
$123K - $136K
|
1.99K
$119K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.65K+ 5.68% |
$102K - $112K
|
30.7K
$1.83M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.64K+ 19.11% |
$102K - $112K
|
10.2K
$612K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 3.71% |
$68.2K - $75.1K
|
30.8K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
875+ 17.79% |
$54.1K - $59.6K
|
5.79K
$346K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
810+ 20.88% |
$50.1K - $55.2K
|
4.69K
$281K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
748+ 14.24% |
$46.3K - $51K
|
6K
$359K
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
701+ 9.56% |
$43.4K - $47.8K
|
8.03K
$480K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
334+ 4.92% |
$20.7K - $22.8K
|
7.12K
$426K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 800.0% |
$12.4K - $13.6K
|
225
$13.5K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180+ 450.0% |
$11.1K - $12.3K
|
220
$13.2K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
170New |
$10.5K - $11.6K
|
170
$10.2K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
100New |
$6.19K - $6.82K
|
100
$5.98K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 3.67% |
$3.4K - $3.75K
|
1.55K
$92.8K
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
44+ 0.49% |
$2.72K - $3K
|
9.09K
$544K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
24+ 0.66% |
$1.48K - $1.64K
|
3.68K
$220K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
24+ 0.47% |
$1.48K - $1.64K
|
5.15K
$308K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10+ 5.0% |
$619 - $682
|
210
$12.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$619 - $682
|
10
$598
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.06% |
$309 - $341
|
8.05K
$482K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.65% |
$124 - $136
|
308
$18.4K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$124 - $136
|
2.81K
$168K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$124 - $136
|
2.81K
$168K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.58% |
$61.9 - $68.2
|
170
$10.2K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-2- 0.05% |
$124 - $136
|
4.19K
$251K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.11% |
$247 - $273
|
3.75K
$224K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.12% |
$557 - $614
|
7.31K
$437K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27- 0.84% |
$1.67K - $1.84K
|
3.19K
$191K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.11% |
$2.66K - $2.93K
|
38.9K
$2.33M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-48- 0.99% |
$2.97K - $3.27K
|
4.8K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-55- 0.7% |
$3.4K - $3.75K
|
7.82K
$468K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-55- 6.58% |
$3.4K - $3.75K
|
781
$46.7K
|