Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
259K+ 67.76% |
$12.3M - $14.4M
|
641K
$36.6M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 135.61% |
$4.84M - $5.67M
|
177K
$10.1M
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
98.4KNew |
$4.68M - $5.48M
|
98.4K
$5.63M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
62KNew |
$2.95M - $3.45M
|
62K
$3.55M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.9K+ 174.08% |
$2.84M - $3.33M
|
94.3K
$5.39M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.3K+ 368.02% |
$2.58M - $3.02M
|
69.1K
$3.95M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
50.3K+ 104.79% |
$2.39M - $2.8M
|
98.2K
$5.62M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.2K+ 192.86% |
$2.29M - $2.68M
|
73.1K
$4.18M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.6K+ 232.53% |
$2.12M - $2.48M
|
63.7K
$3.65M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36KNew |
$1.71M - $2M
|
36K
$2.06M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.3K+ 752.6% |
$1.58M - $1.85M
|
37.7K
$2.16M
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.9K+ 168.17% |
$1.56M - $1.83M
|
52.4K
$3M
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
29.4KNew |
$1.4M - $1.64M
|
29.4K
$1.68M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.2KNew |
$1.2M - $1.4M
|
25.2K
$1.44M
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
BUY
|
- |
24.7KNew |
$1.17M - $1.38M
|
24.7K
$1.41M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 192.11% |
$1.17M - $1.37M
|
37.4K
$2.14M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 118.91% |
$1.12M - $1.32M
|
43.5K
$2.49M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.2K+ 53.0% |
$1.05M - $1.23M
|
64K
$3.66M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 142.7% |
$894K - $1.05M
|
32K
$1.83M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$708K - $830K
|
14.9K
$853K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
13.2KNew |
$627K - $735K
|
13.2K
$755K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.6KNew |
$549K - $643K
|
11.6K
$661K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.2KNew |
$533K - $624K
|
11.2K
$642K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.63K+ 12.32% |
$458K - $536K
|
87.8K
$5.02M
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.28KNew |
$346K - $405K
|
7.28K
$417K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.9K+ 498.98% |
$280K - $328K
|
7.08K
$405K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.3K+ 22.48% |
$252K - $295K
|
28.9K
$1.65M
|
|
Apr 12, 2021
Q1 2021
|
Marks Wealth, LLC
|
BUY
|
- |
4.58KNew |
$218K - $255K
|
4.58K
$262K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.88K+ 48.89% |
$184K - $216K
|
11.8K
$677K
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$183K - $215K
|
3.86K
$221K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.98K+ 405.43% |
$142K - $166K
|
3.72K
$213K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.62K+ 45.15% |
$124K - $146K
|
8.43K
$482K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08KNew |
$98.7K - $116K
|
2.08K
$119K
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.85K+ 17.16% |
$88K - $103K
|
12.6K
$723K
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.54K+ 10.49% |
$73.3K - $85.9K
|
16.3K
$930K
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 19.26% |
$60.9K - $71.4K
|
7.94K
$454K
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
851+ 20.12% |
$40.4K - $47.4K
|
5.08K
$291K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
703+ 271.43% |
$33.4K - $39.1K
|
962
$55K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
668New |
$31.7K - $37.2K
|
668
$38.2K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
500New |
$23.8K - $27.8K
|
500
$28.6K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
436+ 0.94% |
$20.7K - $24.3K
|
46.7K
$2.67M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139+ 4.37% |
$6.6K - $7.74K
|
3.32K
$190K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
111New |
$5.27K - $6.18K
|
111
$6.35K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
59+ 3.17% |
$2.8K - $3.28K
|
1.92K
$110K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
33New |
$1.57K - $1.84K
|
33
$1.89K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
27New |
$1.28K - $1.5K
|
27
$1.54K
|
|
Apr 13, 2021
Q1 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.07% |
$143 - $167
|
4.53K
$259K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-47- 3.09% |
$2.23K - $2.62K
|
1.48K
$84.4K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-77- 3.26% |
$3.66K - $4.29K
|
2.29K
$131K
|
|
May 04, 2021
Q1 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-119- 2.78% |
$5.65K - $6.62K
|
4.17K
$238K
|