Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
417K+ 5.0% |
$21.2M - $27.3M
|
8.75M
$494M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
134K+ 98.18% |
$6.83M - $8.81M
|
271K
$15.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
42.1K+ 26.93% |
$2.14M - $2.76M
|
198K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
39.5K+ 35.31% |
$2.01M - $2.59M
|
151K
$8.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.3K+ 144.27% |
$1.79M - $2.31M
|
59.8K
$3.38M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
29K+ 13.25% |
$1.47M - $1.9M
|
248K
$14M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
28.2K+ 14.84% |
$1.43M - $1.85M
|
218K
$12.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
22.2K+ 100.15% |
$1.13M - $1.45M
|
44.3K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20K+ 43.31% |
$1.02M - $1.31M
|
66.3K
$3.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13.4KNew |
$681K - $879K
|
13.4K
$758K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.3K+ 6.87% |
$677K - $874K
|
208K
$11.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 28.58% |
$626K - $809K
|
55.5K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 206.25% |
$528K - $682K
|
15.4K
$872K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.1K+ 46.09% |
$360K - $465K
|
22.5K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.12K+ 3.5% |
$311K - $401K
|
181K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.85KNew |
$297K - $384K
|
5.85K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.8K+ 4.87% |
$294K - $380K
|
125K
$7.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.81KNew |
$244K - $316K
|
4.81K
$272K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.67K+ 21.91% |
$237K - $306K
|
26K
$1.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.52KNew |
$230K - $297K
|
4.52K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.52K+ 11.47% |
$230K - $296K
|
43.9K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.21KNew |
$214K - $276K
|
4.21K
$238K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.32K+ 56.94% |
$118K - $152K
|
6.39K
$361K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$113K - $146K
|
2.22K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 30.3% |
$93.9K - $121K
|
7.96K
$449K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.85KNew |
$93.7K - $121K
|
1.85K
$104K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
1.69K+ 46.54% |
$85.8K - $111K
|
5.32K
$301K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 18.01% |
$76.6K - $98.9K
|
9.89K
$559K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 23.17% |
$65.1K - $84K
|
6.82K
$385K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.14K+ 12.1% |
$57.9K - $74.7K
|
10.6K
$597K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.14K+ 2.52% |
$57.8K - $74.6K
|
46.3K
$2.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.1K+ 6.95% |
$55.9K - $72.2K
|
17K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
948+ 15.88% |
$48.1K - $62.2K
|
6.92K
$391K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
810+ 9.42% |
$41.1K - $53.1K
|
9.41K
$532K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
780+ 2.22% |
$39.6K - $51.1K
|
36K
$2.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
553+ 7.38% |
$28.1K - $36.3K
|
8.04K
$454K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
519+ 6.42% |
$26.3K - $34K
|
8.6K
$486K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
447+ 0.7% |
$22.7K - $29.3K
|
63.9K
$3.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
356+ 4.84% |
$18.1K - $23.3K
|
7.71K
$435K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
325+ 1.65% |
$16.5K - $21.3K
|
20K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
322+ 5.07% |
$16.3K - $21.1K
|
6.68K
$377K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
257+ 5.87% |
$13K - $16.8K
|
4.64K
$262K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
85+ 1.57% |
$4.32K - $5.57K
|
5.49K
$310K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
79New |
$4.01K - $5.18K
|
79
$4.46K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
78+ 1.53% |
$3.96K - $5.11K
|
5.19K
$293K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.15% |
$3.3K - $4.26K
|
42.3K
$2.39M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62+ 0.52% |
$3.15K - $4.06K
|
12.1K
$681K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$2.69K - $3.47K
|
53
$2.99K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17+ 17.0% |
$863 - $1.11K
|
117
$6.61K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$305 - $393
|
11.5K
$652K
|