Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 66.84% |
$123K - $140K
|
5.53K
$331K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.84K+ 49.38% |
$102K - $116K
|
5.56K
$332K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 6.16% |
$98.7K - $112K
|
30.7K
$1.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.35K+ 8.28% |
$74.6K - $85K
|
17.6K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
992New |
$55K - $62.6K
|
992
$59.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
927New |
$51.4K - $58.5K
|
927
$55.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
820New |
$45.5K - $51.8K
|
820
$49K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
638New |
$35.4K - $40.3K
|
638
$38.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
500New |
$27.7K - $31.6K
|
500
$29.9K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
472New |
$26.2K - $29.8K
|
472
$28.2K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
440+ 11.25% |
$24.4K - $27.8K
|
4.35K
$260K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
425New |
$23.6K - $26.8K
|
425
$25.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
339New |
$18.8K - $21.4K
|
339
$20.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
257New |
$14.2K - $16.2K
|
257
$15.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
247+ 0.84% |
$13.7K - $15.6K
|
29.6K
$1.77M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
203+ 406.0% |
$11.3K - $12.8K
|
253
$15.1K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 9.52% |
$11.1K - $12.6K
|
2.3K
$138K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
143+ 6.26% |
$7.93K - $9.03K
|
2.43K
$145K
|
|
|
Jul 19, 2021
Q2 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
86+ 1.9% |
$4.77K - $5.43K
|
4.62K
$276K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
67+ 37.64% |
$3.71K - $4.23K
|
245
$14.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
61+ 1.2% |
$3.38K - $3.85K
|
5.14K
$307K
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
34New |
$1.88K - $2.15K
|
34
$2.03K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 0.34% |
$277 - $316
|
1.48K
$88.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.57% |
$55.4 - $63.2
|
175
$10.5K
|
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-19- 0.46% |
$1.05K - $1.2K
|
4.15K
$248K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-27Closed |
$1.5K - $1.71K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-33Closed |
$1.83K - $2.08K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-45- 78.95% |
$2.49K - $2.84K
|
12
$717
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-111Closed |
$6.15K - $7.01K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-183- 3.99% |
$10.1K - $11.6K
|
4.4K
$263K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-189- 10.24% |
$10.5K - $11.9K
|
1.66K
$99.1K
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-197- 2.15% |
$10.9K - $12.4K
|
8.97K
$536K
|
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-221- 65.77% |
$12.3K - $14K
|
115
$6.88K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-500Closed |
$27.7K - $31.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-668Closed |
$37K - $42.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-962Closed |
$53.3K - $60.8K
|
0
$0
|
|
|
Aug 30, 2021
Q2 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.02K- 5.25% |
$56.4K - $64.2K
|
18.4K
$1.1M
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-1.2K- 0.73% |
$66.5K - $75.8K
|
164K
$9.78M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.52K- 21.45% |
$84.2K - $95.9K
|
5.56K
$332K
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.16K- 11.74% |
$341K - $389K
|
46.3K
$2.77M
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-6.53K- 10.52% |
$362K - $412K
|
55.5K
$3.32M
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8.64K- 8.78% |
$479K - $545K
|
89.8K
$5.37M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.2K- 71.03% |
$618K - $705K
|
4.55K
$272K
|
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-19.9K- 49.04% |
$1.1M - $1.26M
|
20.7K
$1.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-24.7KClosed |
$1.37M - $1.56M
|
0
$0
|