Purchases and Sales Made in Q1 2022 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 2022. 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 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.49% |
$2.88K - $3.67K
|
3.32K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-111Closed |
$6.38K - $8.14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-115Closed |
$6.61K - $8.44K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-141- 2.87% |
$8.11K - $10.3K
|
4.77K
$285K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-164- 1.82% |
$9.43K - $12K
|
8.84K
$529K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-176Closed |
$10.1K - $12.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-194- 1.56% |
$11.2K - $14.2K
|
12.2K
$730K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-205- 4.0% |
$11.8K - $15K
|
4.92K
$294K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-253Closed |
$14.6K - $18.6K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-273Closed |
$15.7K - $20K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-301- 1.6% |
$17.3K - $22.1K
|
18.6K
$1.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-316- 18.33% |
$18.2K - $23.2K
|
1.41K
$84.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-421- 9.5% |
$24.2K - $30.9K
|
4.01K
$240K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-478- 11.91% |
$27.5K - $35.1K
|
3.54K
$211K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-509Closed |
$29.3K - $37.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-518- 2.95% |
$29.8K - $38K
|
17K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-638Closed |
$36.7K - $46.8K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 8.64% |
$58.6K - $74.7K
|
10.8K
$645K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 15.74% |
$63.3K - $80.8K
|
5.89K
$352K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.12K- 8.17% |
$64.4K - $82.2K
|
12.6K
$753K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.68KClosed |
$96.3K - $123K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.1K- 14.08% |
$121K - $154K
|
12.8K
$764K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.18K- 26.44% |
$183K - $233K
|
8.86K
$529K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.39K- 53.51% |
$195K - $249K
|
2.95K
$176K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.19KClosed |
$241K - $308K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.2K- 7.49% |
$242K - $308K
|
51.9K
$3.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.59KClosed |
$264K - $337K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.06K- 19.35% |
$291K - $371K
|
21.1K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-5.12K- 24.52% |
$294K - $376K
|
15.8K
$942K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.21K- 57.8% |
$415K - $529K
|
5.26K
$315K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.77K- 90.89% |
$447K - $570K
|
778
$46.5K
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.2KClosed |
$589K - $751K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-11.6K- 14.47% |
$670K - $854K
|
68.8K
$4.11M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16K- 23.24% |
$917K - $1.17M
|
52.7K
$3.15M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 17.62% |
$929K - $1.18M
|
75.5K
$4.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.9K- 25.44% |
$971K - $1.24M
|
49.5K
$2.96M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.2K- 12.53% |
$1.05M - $1.34M
|
127K
$7.61M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$1.27M - $1.62M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.9KClosed |
$2.12M - $2.71M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-44.4K- 56.9% |
$2.55M - $3.26M
|
33.6K
$2.01M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-240K- 14.57% |
$13.8M - $17.6M
|
1.41M
$84.2M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-640K- 98.6% |
$36.8M - $47M
|
9.12K
$545K
|