Purchases and Sales Made in Q4 2020 in First Tr Exchange Traded Fd Fi (FXZ)

FXZ Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Fi (FXZ) during Q4 2020. 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
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
232K
+ 154.53%
$8.63M - $11.1M
382K $21.6M
Mar 24, 2021 Q4 2020
Iron Bridge Private Wealth, LLC

BUY
 -
131K
New
$4.86M - $6.28M
131K $7.38M
Feb 16, 2021 Q4 2020
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
79.7K
New
$2.97M - $3.83M
79.7K $4.5M
Feb 01, 2021 Q4 2020
Sterling Manor Financial, LLC

BUY
 -
71.5K
New
$2.66M - $3.44M
71.5K $4.04M
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
41.7K
+ 22774.86%
$1.55M - $2M
41.9K $2.36M
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
41.3K
+ 204.66%
$1.54M - $1.99M
61.5K $3.47M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
33.5K
+ 80.63%
$1.25M - $1.61M
75.1K $4.24M
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
16.3K
+ 221.73%
$606K - $782K
23.6K $1.33M
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15.9K
+ 175.78%
$593K - $765K
25K $1.41M
Feb 10, 2021 Q4 2020
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
14.7K
New
$548K - $708K
14.7K $831K
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
14.5K
+ 73.1%
$541K - $698K
34.4K $1.94M
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
13.8K
New
$515K - $665K
13.8K $781K
Mar 10, 2021 Q4 2020
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
13.3K
New
$494K - $638K
13.3K $750K
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
13K
+ 39.25%
$485K - $626K
46.2K $2.61M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.8K
New
$477K - $616K
12.8K $724K
Feb 10, 2021 Q4 2020
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
6.71K
New
$250K - $323K
6.71K $379K
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
6.66K
New
$248K - $320K
6.66K $376K
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.16K
+ 44.89%
$229K - $296K
19.9K $1.12M
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
5.81K
New
$216K - $279K
5.81K $328K
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
5.05K
New
$188K - $243K
5.05K $286K
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
4.71K
+ 55.54%
$175K - $227K
13.2K $745K
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
4.61K
New
$172K - $222K
4.61K $260K
Jan 19, 2021 Q4 2020
Atlas Brown,Inc.

BUY
 -
4.53K
New
$169K - $218K
4.53K $256K
Jan 12, 2021 Q4 2020
Clarus Wealth Advisors

BUY
 -
4.45K
New
$166K - $214K
4.45K $251K
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.42K
New
$165K - $213K
4.42K $250K
Feb 09, 2021 Q4 2020
D.B. Root & Company, LLC

BUY
 -
4.29K
New
$160K - $206K
4.29K $242K
Jan 26, 2021 Q4 2020
Signal Point Asset Management, LLC

BUY
 -
4.23K
New
$157K - $203K
4.23K $239K
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.46K
+ 44.88%
$91.6K - $118K
7.95K $449K
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
1.86K
New
$69.3K - $89.5K
1.86K $105K
Feb 03, 2021 Q4 2020
Advisors Preferred, LLC

Rockville, MD
BUY
 -
1.75K
New
$65.3K - $84.3K
1.75K $99K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
1.32K
+ 126.56%
$49.2K - $63.5K
2.36K $133K
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
1.1K
+ 5.95%
$40.9K - $52.8K
19.6K $1.1M
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
616
+ 513.33%
$22.9K - $29.6K
736 $41.6K
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
608
+ 0.78%
$22.6K - $29.2K
78.2K $4.42M
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
400
+ 14.4%
$14.9K - $19.2K
3.18K $180K
Jan 29, 2021 Q4 2020
Fortem Financial Group, LLC

BUY
 -
350
New
$13K - $16.8K
350 $19.8K
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
BUY
 -
107
+ 60.11%
$3.98K - $5.15K
285 $16.1K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3
+ 0.25%
$112 - $144
1.18K $66.8K
Feb 16, 2021 Q4 2020
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1
+ 0.18%
$37.2 - $48.1
564 $31.9K
Feb 16, 2021 Q4 2020
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-10
- 0.65%
$372 - $481
1.52K $86K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

SELL
 -
-125
- 7.23%
$4.66K - $6.01K
1.61K $90.7K
Feb 09, 2021 Q4 2020
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-252
Closed
$9.38K - $12.1K
0 $0
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-359
- 19.45%
$13.4K - $17.3K
1.49K $84K
Feb 11, 2021 Q4 2020
Monterey Private Wealth, Inc.

SELL
 -
-432
- 1.97%
$16.1K - $20.8K
21.5K $1.21M
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

SELL
 -
-923
- 17.12%
$34.4K - $44.4K
4.47K $252K
Feb 16, 2021 Q4 2020
Monterey Private Wealth, Inc.

SELL
 -
-925
- 4.31%
$34.4K - $44.5K
20.5K $1.16M
Feb 10, 2021 Q4 2020
Aveo Capital Partners, LLC

SELL
 -
-2.15K
- 16.64%
$80.2K - $104K
10.8K $610K
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.6K
- 11.93%
$96.7K - $125K
19.2K $1.08M
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-3.4K
- 8.77%
$127K - $164K
35.4K $2M

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