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 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
310New |
$17.6K - $19.7K
|
310
$18.5K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
290New |
$16.4K - $18.4K
|
290
$17.3K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
273New |
$15.5K - $17.3K
|
273
$16.3K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
250New |
$14.2K - $15.9K
|
250
$15K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
231+ 2.08% |
$13.1K - $14.7K
|
11.4K
$679K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
127+ 2.39% |
$7.19K - $8.07K
|
5.43K
$325K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 1.99% |
$6.45K - $7.24K
|
5.85K
$350K
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
82+ 1.89% |
$4.64K - $5.21K
|
4.43K
$265K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$1.42K - $1.59K
|
25
$1.5K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.57% |
$56.6 - $63.5
|
176
$10.5K
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-12- 0.23% |
$679 - $762
|
5.13K
$307K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20Closed |
$1.13K - $1.27K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26- 0.57% |
$1.47K - $1.65K
|
4.53K
$271K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42- 0.06% |
$2.38K - $2.67K
|
68.6K
$4.11M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117- 1.65% |
$6.62K - $7.43K
|
6.99K
$418K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-195- 0.86% |
$11K - $12.4K
|
22.4K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-239- 1.89% |
$13.5K - $15.2K
|
12.4K
$742K
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$17K - $19.1K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-304- 3.99% |
$17.2K - $19.3K
|
7.31K
$437K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-336- 5.95% |
$19K - $21.3K
|
5.31K
$317K
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-422- 2.44% |
$23.9K - $26.8K
|
16.8K
$1.01M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-560- 3.64% |
$31.7K - $35.6K
|
14.8K
$888K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-580- 31.42% |
$32.8K - $36.8K
|
1.27K
$75.7K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-744- 5.82% |
$42.1K - $47.3K
|
12K
$720K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-987- 5.32% |
$55.9K - $62.7K
|
17.6K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 2.97% |
$57.1K - $64K
|
32.9K
$1.97M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02K- 52.89% |
$57.5K - $64.5K
|
905
$54.1K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.08K- 11.18% |
$60.9K - $68.3K
|
8.54K
$511K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.48KClosed |
$83.9K - $94.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.62K- 23.88% |
$148K - $166K
|
8.34K
$499K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 42.84% |
$170K - $191K
|
4.01K
$240K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 0.72% |
$185K - $207K
|
449K
$26.9M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.67K- 19.46% |
$208K - $233K
|
15.2K
$907K
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.9K- 12.97% |
$221K - $248K
|
26.2K
$1.56M
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-4.29K- 3.46% |
$243K - $272K
|
120K
$7.16M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.3K- 18.54% |
$243K - $273K
|
18.9K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.74KClosed |
$268K - $301K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.05K- 12.42% |
$343K - $384K
|
42.7K
$2.55M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.21KClosed |
$352K - $394K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.62K- 23.83% |
$431K - $484K
|
24.3K
$1.46M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-8.28K- 9.6% |
$469K - $526K
|
78K
$4.66M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-8.74K- 6.86% |
$495K - $556K
|
119K
$7.11M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.79K- 37.54% |
$498K - $558K
|
14.6K
$875K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 9.46% |
$604K - $678K
|
102K
$6.11M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11KClosed |
$621K - $697K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.8K- 78.1% |
$779K - $874K
|
3.86K
$231K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.5K- 30.88% |
$875K - $982K
|
34.6K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.1KClosed |
$1.02M - $1.15M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-18.7K- 20.78% |
$1.06M - $1.19M
|
71.4K
$4.27M
|