Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
276K+ 226.2% |
$15.6M - $17.5M
|
398K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
163K+ 21.8% |
$9.2M - $10.3M
|
908K
$54.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86K+ 83.43% |
$4.87M - $5.46M
|
189K
$11.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
80.5KNew |
$4.56M - $5.11M
|
80.5K
$4.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 22.28% |
$4.38M - $4.91M
|
424K
$25.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66.3KNew |
$3.76M - $4.21M
|
66.3K
$3.97M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
44KNew |
$2.49M - $2.8M
|
44K
$2.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.9KNew |
$2.09M - $2.35M
|
36.9K
$2.21M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 60.12% |
$1.95M - $2.19M
|
91.6K
$5.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
29.2KNew |
$1.65M - $1.85M
|
29.2K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
24KNew |
$1.36M - $1.53M
|
24K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$1.25M - $1.4M
|
22K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
20.9KNew |
$1.18M - $1.33M
|
20.9K
$1.25M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$1.14M - $1.28M
|
20.1K
$1.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7KNew |
$888K - $997K
|
15.7K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$776K - $871K
|
13.7K
$820K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.5KNew |
$706K - $792K
|
12.5K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$682K - $765K
|
12K
$720K
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11.8KNew |
$668K - $750K
|
11.8K
$706K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
10.7K+ 97.5% |
$603K - $677K
|
21.6K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.2KNew |
$580K - $651K
|
10.2K
$613K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.89K+ 11.03% |
$560K - $629K
|
99.6K
$5.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.39KNew |
$531K - $596K
|
9.39K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.76K+ 19.02% |
$496K - $556K
|
54.8K
$3.28M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8.03KNew |
$454K - $510K
|
8.03K
$480K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.07KNew |
$400K - $449K
|
7.07K
$423K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7K+ 14.25% |
$396K - $444K
|
56.1K
$3.35M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.59K+ 274.21% |
$373K - $419K
|
9K
$538K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
6.34KNew |
$359K - $402K
|
6.34K
$379K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.48KNew |
$310K - $348K
|
5.48K
$328K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$283K - $318K
|
5K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.86K+ 117.09% |
$275K - $309K
|
9.01K
$539K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.72KNew |
$267K - $300K
|
4.72K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
4.72KNew |
$267K - $300K
|
4.72K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.59KNew |
$260K - $292K
|
4.59K
$275K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.19KNew |
$237K - $266K
|
4.19K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.37KNew |
$191K - $214K
|
3.37K
$201K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3.34K+ 5.63% |
$189K - $212K
|
62.7K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.29K+ 8.65% |
$130K - $146K
|
28.8K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 3.46% |
$89.7K - $101K
|
47.4K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.23K+ 28.24% |
$69.4K - $77.8K
|
5.56K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
920+ 24.6% |
$52.1K - $58.4K
|
4.66K
$279K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
895+ 53.92% |
$50.7K - $56.9K
|
2.56K
$153K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
891+ 17.11% |
$50.4K - $56.6K
|
6.1K
$365K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
709+ 73.4% |
$40.1K - $45K
|
1.68K
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
509New |
$28.8K - $32.3K
|
509
$30.4K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
428+ 2.96% |
$24.2K - $27.2K
|
14.9K
$890K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
395+ 17.88% |
$22.4K - $25.1K
|
2.6K
$156K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
331+ 7.23% |
$18.7K - $21K
|
4.91K
$294K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
316+ 22.44% |
$17.9K - $20.1K
|
1.72K
$103K
|