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 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-257Closed |
$12.2K - $14.3K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-279- 15.11% |
$13.3K - $15.5K
|
1.57K
$87.3K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-345- 21.5% |
$16.4K - $19.2K
|
1.26K
$70.2K
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-350Closed |
$16.6K - $19.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-390- 69.15% |
$18.5K - $21.7K
|
174
$9.69K
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-535- 12.03% |
$25.4K - $29.8K
|
3.91K
$218K
|
|
Apr 28, 2021
Q1 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.17K- 5.68% |
$55.5K - $65K
|
19.4K
$1.08M
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.75KClosed |
$83.3K - $97.6K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.47KClosed |
$212K - $249K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.61KClosed |
$219K - $256K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05KClosed |
$240K - $281K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.65K- 99.15% |
$316K - $370K
|
57
$3.17K
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-12.3K- 15.4% |
$583K - $683K
|
67.4K
$3.76M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.8KClosed |
$657K - $769K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.7K- 55.6% |
$934K - $1.09M
|
15.7K
$875K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-26.5K- 13.85% |
$1.26M - $1.47M
|
165K
$9.18M
|
|
Apr 20, 2021
Q1 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-30.9K- 43.2% |
$1.47M - $1.72M
|
40.6K
$2.26M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-61.5KClosed |
$2.92M - $3.42M
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-122K- 94.37% |
$5.78M - $6.78M
|
7.27K
$405K
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-130K- 99.74% |
$6.19M - $7.25M
|
336
$18.7K
|
|
May 12, 2021
Q1 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-134KClosed |
$6.35M - $7.43M
|
0
$0
|