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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.7K- 11.97% |
$786K - $866K
|
93.4K
$5.59M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 29.7% |
$793K - $873K
|
30.3K
$1.81M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.9KClosed |
$984K - $1.08M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-21.4K- 25.62% |
$1.32M - $1.46M
|
62K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-26.7K- 88.0% |
$1.65M - $1.82M
|
3.64K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.8K- 43.58% |
$1.78M - $1.96M
|
37.3K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.2K- 66.74% |
$2.05M - $2.26M
|
16.5K
$990K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-35.3K- 87.68% |
$2.19M - $2.41M
|
4.97K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.5K- 42.0% |
$3.43M - $3.78M
|
76.7K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-70.5K- 99.62% |
$4.36M - $4.81M
|
266
$15.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.2K- 34.3% |
$5.27M - $5.81M
|
163K
$9.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-85.5K- 22.84% |
$5.29M - $5.83M
|
289K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-95.4K- 19.23% |
$5.9M - $6.5M
|
401K
$24M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-96.9K- 98.52% |
$6M - $6.61M
|
1.46K
$87.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99K- 12.15% |
$6.12M - $6.75M
|
716K
$42.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101K- 41.92% |
$6.26M - $6.9M
|
140K
$8.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 23.54% |
$8.94M - $9.85M
|
469K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200K- 100.0% |
$12.4M - $13.6M
|
1
$59.8
|