Latest Institutional Transactions on First Tr Exchange Traded Fd Fi (FXZ)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-182K- 94.02% |
$10.2M - $11.5M
|
11.6K
$701K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.3K+ 16.9% |
$522K - $585K
|
64.3K
$3.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-699- 29.46% |
$39.3K - $44K
|
1.67K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.3K+ 19.52% |
$410K - $459K
|
44.7K
$2.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$56.2 - $62.9
|
173
$10.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
160+ 2.75% |
$8.99K - $10.1K
|
5.97K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
430+ 10.31% |
$24.2K - $27K
|
4.6K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-419- 2.59% |
$23.5K - $26.4K
|
15.8K
$953K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.4K+ 26611.11% |
$135K - $151K
|
2.4K
$145K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-103- 0.79% |
$5.79K - $6.48K
|
13K
$785K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-982- 19.4% |
$55.2K - $61.8K
|
4.08K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 18.81% |
$63.2K - $70.8K
|
4.86K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-884- 1.53% |
$49.7K - $55.6K
|
56.7K
$3.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.26% |
$112 - $126
|
781
$47.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$56.2 - $62.9
|
206
$12.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
271New |
$15.2K - $17K
|
271
$16.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.13% |
$506 - $566
|
6.84K
$414K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.05K- 5.09% |
$58.8K - $65.9K
|
19.5K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.7% |
$56.2 - $62.9
|
143
$8.65K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-70- 19.89% |
$3.93K - $4.4K
|
282
$17.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.18K+ 61.96% |
$66.5K - $74.5K
|
3.1K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4- 0.04% |
$225 - $252
|
9.62K
$582K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-550- 7.75% |
$30.9K - $34.6K
|
6.54K
$396K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.7K- 66.16% |
$2.04M - $2.5M
|
22.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-431- 19.69% |
$20.2K - $24.7K
|
1.76K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 8.4% |
$1.5K - $1.83K
|
349
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-686- 99.85% |
$32.1K - $39.2K
|
1
$60.5
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-499- 7.07% |
$23.3K - $28.5K
|
6.56K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-220- 67.28% |
$10.3K - $12.6K
|
107
$6.47K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.07% |
$140 - $172
|
4.31K
$261K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-2.38K- 36.36% |
$111K - $136K
|
4.17K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.05K- 98.46% |
$329K - $403K
|
110
$6.65K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
750New |
$35.1K - $42.9K
|
750
$45.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-146- 2.01% |
$6.83K - $8.35K
|
7.11K
$430K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 23.23% |
$58.2K - $71.2K
|
4.11K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.9KNew |
$182K - $223K
|
3.9K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.74K- 30.16% |
$81.4K - $99.5K
|
4.03K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325+ 541.67% |
$15.2K - $18.6K
|
385
$23.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.8K+ 341.94% |
$1.74M - $1.93M
|
41.1K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-235- 2.58% |
$12.9K - $14.2K
|
8.86K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-691- 7.39% |
$37.9K - $41.9K
|
8.66K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.15K- 67.84% |
$447K - $494K
|
3.87K
$234K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.67K- 99.52% |
$91.3K - $101K
|
8
$484
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
107+ 1.42% |
$5.86K - $6.49K
|
7.63K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
162New |
$8.88K - $9.82K
|
162
$9.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-23- 34.85% |
$1.26K - $1.39K
|
43
$2.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 5.14% |
$5.48K - $6.06K
|
1.84K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-267- 30.51% |
$14.6K - $16.2K
|
608
$36.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-239- 1.23% |
$13.1K - $14.5K
|
19.1K
$1.16M
|
|