Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
441K+ 5.04% |
$23.6M - $28.8M
|
9.19M
$551M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99.3KNew |
$5.32M - $6.49M
|
99.3K
$5.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
60.3K+ 1507075.0% |
$3.23M - $3.94M
|
60.3K
$3.62M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.5KNew |
$2.38M - $2.91M
|
44.5K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.2K+ 23.39% |
$2.15M - $2.63M
|
212K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
25.9K+ 10.52% |
$1.38M - $1.69M
|
272K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
23.7KNew |
$1.27M - $1.55M
|
23.7K
$1.42M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
17KNew |
$912K - $1.11M
|
17K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 22.16% |
$830K - $1.01M
|
85.5K
$5.13M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 22.16% |
$830K - $1.01M
|
85.5K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.5KNew |
$722K - $882K
|
13.5K
$809K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12KNew |
$644K - $786K
|
12K
$722K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
12KNew |
$640K - $782K
|
12K
$717K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11.7KNew |
$626K - $765K
|
11.7K
$702K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11KNew |
$589K - $719K
|
11K
$660K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.28KNew |
$497K - $607K
|
9.28K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.26KNew |
$496K - $605K
|
9.26K
$555K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
9.24KNew |
$494K - $604K
|
9.24K
$554K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.09K+ 133.41% |
$487K - $595K
|
15.9K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.75KNew |
$415K - $507K
|
7.75K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.46K+ 2.15% |
$399K - $488K
|
354K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.63K+ 64.09% |
$355K - $433K
|
17K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.1K+ 4.03% |
$327K - $399K
|
158K
$9.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.7KNew |
$305K - $373K
|
5.7K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.61KNew |
$300K - $367K
|
5.61K
$337K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.16K+ 71.45% |
$276K - $337K
|
12.4K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5KNew |
$268K - $327K
|
5K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.77K+ 35.53% |
$255K - $312K
|
18.2K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.11K+ 44.93% |
$220K - $269K
|
13.3K
$796K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 24.25% |
$208K - $254K
|
19.9K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.86K+ 65.89% |
$206K - $252K
|
9.71K
$582K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.85KNew |
$206K - $252K
|
3.85K
$231K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.85K+ 134.42% |
$206K - $252K
|
6.71K
$403K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.61KNew |
$193K - $236K
|
3.61K
$217K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$183K - $223K
|
3.42K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.38KNew |
$181K - $221K
|
3.38K
$203K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.37K+ 52.94% |
$180K - $220K
|
9.72K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.31KNew |
$177K - $216K
|
3.31K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.79K+ 2382.91% |
$149K - $182K
|
2.91K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 3.13% |
$130K - $159K
|
80.2K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.27K+ 3.55% |
$121K - $148K
|
66.2K
$3.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.26K+ 1.35% |
$121K - $148K
|
170K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.01KNew |
$108K - $131K
|
2.01K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.98K+ 6.83% |
$106K - $130K
|
31K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96K+ 15.31% |
$105K - $128K
|
14.8K
$885K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.95K+ 0.14% |
$104K - $127K
|
1.39M
$83.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.62K+ 4.86% |
$86.6K - $106K
|
34.9K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.17K+ 27.76% |
$62.5K - $76.4K
|
5.38K
$323K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.16K+ 16.69% |
$61.8K - $75.5K
|
8.07K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 13.76% |
$58.6K - $71.6K
|
9.05K
$543K
|