Purchases and Sales Made in Q4 2022 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 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 14, 2023 Q4 2022
Willner & Heller, LLC

BUY
 -
1.06K
+ 19.94%
$56.8K - $69.4K
6.38K $383K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
1.04K
+ 20.1%
$55.8K - $68.2K
6.23K $374K
Feb 14, 2023 Q4 2022
Outlook Wealth Advisors, LLC

BUY
 -
992
+ 21.93%
$53.1K - $64.9K
5.52K $331K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
957
+ 29.82%
$51.2K - $62.6K
4.17K $250K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
947
+ 3.28%
$50.7K - $61.9K
29.9K $1.79M
Jan 12, 2023 Q4 2022
Clarus Wealth Advisors

BUY
 -
844
+ 18.2%
$45.2K - $55.2K
5.48K $329K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
827
New
$44.3K - $54.1K
827 $49.6K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
740
New
$39.6K - $48.4K
740 $44.4K
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
604
+ 5.26%
$32.3K - $39.5K
12.1K $725K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
563
New
$30.1K - $36.8K
563 $33.8K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
450
New
$24.1K - $29.4K
450 $27K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
425
+ 100.0%
$22.8K - $27.8K
850 $51K
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
358
+ 0.29%
$19.2K - $23.4K
125K $7.51M
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
349
+ 4.06%
$18.7K - $22.8K
8.95K $537K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
320
New
$17.1K - $20.9K
320 $19.2K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
279
+ 4.17%
$14.9K - $18.2K
6.97K $418K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
266
New
$14.2K - $17.4K
266 $16K
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
209
+ 2.22%
$11.2K - $13.7K
9.62K $577K
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
198
+ 0.43%
$10.6K - $12.9K
46.5K $2.79M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
178
+ 1.8%
$9.53K - $11.6K
10.1K $604K
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
164
+ 28.98%
$8.78K - $10.7K
730 $43.8K
Jan 17, 2023 Q4 2022
Hfg Advisors, Inc.

BUY
 -
53
+ 0.46%
$2.84K - $3.47K
11.6K $696K
Jan 25, 2023 Q4 2022
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
40
+ 0.43%
$2.14K - $2.62K
9.38K $563K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
40
New
$2.14K - $2.62K
40 $2.4K
Feb 09, 2023 Q4 2022
Tria Gen Wealth Management LLC

BUY
 -
32
+ 0.19%
$1.71K - $2.09K
17K $1.02M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
19
+ 0.28%
$1.02K - $1.24K
6.7K $402K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

BUY
 -
18
New
$964 - $1.18K
18 $1.08K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2
+ 0.66%
$107 - $131
303 $18.2K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
2
+ 0.07%
$107 - $131
2.91K $174K
Jan 13, 2023 Q4 2022
Savior LLC

BUY
 -
1
+ 0.94%
$53.5 - $65.4
107 $6.42K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
1
+ 2.27%
$53.5 - $65.4
45 $2.7K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1
+ 0.44%
$53.5 - $65.4
227 $13.6K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1
+ 0.44%
$53.5 - $65.4
227 $13.6K
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

SELL
 -
-33
- 0.67%
$1.77K - $2.16K
4.88K $293K
Jan 18, 2023 Q4 2022
Purus Wealth Management, LLC

SELL
 -
-38
- 0.15%
$2.03K - $2.48K
25.9K $1.56M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-47
- 15.56%
$2.52K - $3.07K
255 $15.3K
Feb 06, 2023 Q4 2022
Meitav Dash Investments LTD

SELL
 -
-54
- 0.12%
$2.89K - $3.53K
44.3K $2.66M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

SELL
 -
-63
- 0.16%
$3.37K - $4.12K
40.3K $2.42M
Jan 23, 2023 Q4 2022
Focus Wealth Advisors, LLC

SELL
 -
-73
- 0.17%
$3.91K - $4.77K
42.2K $2.53M
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

SELL
 -
-75
- 1.45%
$4.01K - $4.9K
5.08K $305K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-77
- 1.52%
$4.12K - $5.04K
5.01K $300K
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-115
- 1.35%
$6.16K - $7.52K
8.39K $503K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

SELL
 -
-137
- 1.14%
$7.33K - $8.96K
11.9K $715K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-150
- 0.13%
$8.03K - $9.81K
116K $6.95M
Jan 05, 2023 Q4 2022
Atlas Brown,Inc.

SELL
 -
-241
- 5.4%
$12.9K - $15.8K
4.22K $253K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-248
- 5.62%
$13.3K - $16.2K
4.17K $250K
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

SELL
 -
-256
- 94.12%
$13.7K - $16.7K
16 $960
Jan 20, 2023 Q4 2022
Monterey Private Wealth, Inc.

SELL
 -
-361
- 2.2%
$19.3K - $23.6K
16K $962K
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

SELL
 -
-406
- 3.79%
$21.7K - $26.5K
10.3K $619K

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