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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-59- 0.76% |
$3.65K - $4.02K
|
7.68K
$459K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-66- 0.43% |
$4.08K - $4.5K
|
15.2K
$909K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81- 0.72% |
$5.01K - $5.52K
|
11.2K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-99- 24.94% |
$6.13K - $6.75K
|
298
$17.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-102- 0.87% |
$6.31K - $6.95K
|
11.6K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110- 0.11% |
$6.81K - $7.5K
|
104K
$6.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 60.66% |
$7.92K - $8.73K
|
83
$4.96K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-138- 0.39% |
$8.54K - $9.41K
|
34.9K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-172- 2.41% |
$10.6K - $11.7K
|
6.98K
$417K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-201- 68.6% |
$12.4K - $13.7K
|
92
$5.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-282- 4.86% |
$17.4K - $19.2K
|
5.52K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-302- 5.12% |
$18.7K - $20.6K
|
5.6K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-321- 9.0% |
$19.9K - $21.9K
|
3.25K
$194K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-334- 2.47% |
$20.7K - $22.8K
|
13.2K
$789K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-364- 0.83% |
$22.5K - $24.8K
|
43.5K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-368- 7.91% |
$22.8K - $25.1K
|
4.28K
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-369- 8.77% |
$22.8K - $25.2K
|
3.84K
$230K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-445- 1.87% |
$27.5K - $30.3K
|
23.4K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-495- 5.73% |
$30.6K - $33.7K
|
8.14K
$487K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-495- 5.73% |
$30.6K - $33.7K
|
8.14K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-512- 4.4% |
$31.7K - $34.9K
|
11.1K
$665K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-592- 1.25% |
$36.6K - $40.4K
|
46.7K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-592- 3.35% |
$36.6K - $40.4K
|
17.1K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-601- 3.46% |
$37.2K - $41K
|
16.8K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-640- 9.47% |
$39.6K - $43.6K
|
6.12K
$366K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-804- 10.15% |
$49.7K - $54.8K
|
7.12K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-831- 13.34% |
$51.4K - $56.6K
|
5.4K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-997- 8.25% |
$61.7K - $68K
|
11.1K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.13K- 1.93% |
$70K - $77.1K
|
57.4K
$3.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.16K- 1.16% |
$71.5K - $78.8K
|
98.4K
$5.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.22K- 11.6% |
$75.7K - $83.4K
|
9.33K
$558K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.35K- 19.72% |
$83.3K - $91.8K
|
5.48K
$328K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 29.54% |
$95.3K - $105K
|
3.68K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.8K- 55.44% |
$112K - $123K
|
1.45K
$86.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 15.4% |
$124K - $136K
|
11K
$658K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.49K- 57.19% |
$154K - $169K
|
1.86K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.65K- 2.52% |
$164K - $180K
|
102K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.76K- 37.06% |
$171K - $188K
|
4.7K
$281K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.05K- 45.87% |
$189K - $208K
|
3.6K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.09K- 5.14% |
$191K - $210K
|
56.9K
$3.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.92K- 94.51% |
$243K - $267K
|
228
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4K- 71.4% |
$247K - $273K
|
1.6K
$95.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.83K- 26.35% |
$299K - $329K
|
13.5K
$808K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.17K- 37.73% |
$320K - $352K
|
8.53K
$510K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.17K- 8.46% |
$320K - $353K
|
55.9K
$3.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.34K- 3.21% |
$330K - $364K
|
161K
$9.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7K- 65.13% |
$433K - $477K
|
3.75K
$224K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.07K- 40.25% |
$437K - $482K
|
10.5K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.02K- 5.86% |
$558K - $615K
|
145K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12K- 25.17% |
$743K - $819K
|
35.7K
$2.14M
|