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 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51- 61.45% |
$3.12K - $3.47K
|
32
$1.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-293- 7.89% |
$17.9K - $19.9K
|
3.42K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
200New |
$12.2K - $13.6K
|
200
$11.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.27K+ 4.42% |
$139K - $154K
|
53.6K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.72KNew |
$350K - $389K
|
5.72K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
190+ 2.25% |
$11.6K - $12.9K
|
8.65K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85- 2.32% |
$5.2K - $5.78K
|
3.57K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 88.89% |
$12.2K - $13.6K
|
25
$1.45K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$5.2K - $5.78K
|
85
$4.94K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.6K- 54.93% |
$649K - $721K
|
8.7K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-492- 14.14% |
$30.1K - $33.4K
|
2.99K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.28K- 5.66% |
$262K - $291K
|
71.3K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-266- 33.42% |
$16.3K - $18.1K
|
530
$30.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-902- 20.88% |
$55.2K - $61.3K
|
3.42K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 25.24% |
$1.45M - $1.61M
|
117K
$6.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.05% |
$367 - $408
|
11.9K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.47K+ 61.1% |
$335K - $372K
|
14.4K
$838K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.55% |
$4.9K - $5.44K
|
3.06K
$178K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-295- 0.51% |
$18.1K - $20K
|
57.9K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.11% |
$306 - $340
|
4.57K
$266K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
17+ 0.49% |
$1.04K - $1.16K
|
3.48K
$202K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
550+ 162.24% |
$35.6K - $39.6K
|
889
$51.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46.6K- 99.47% |
$3.01M - $3.35M
|
248
$14.4K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-252- 5.67% |
$16.3K - $18.2K
|
4.19K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
925New |
$59.9K - $66.6K
|
925
$53.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-68- 1.16% |
$4.4K - $4.9K
|
5.77K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.53K- 36.42% |
$164K - $182K
|
4.42K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$615K - $684K
|
9.5K
$552K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$3.88K - $4.32K
|
60
$3.49K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
119New |
$7.56K - $8.49K
|
119
$6.92K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.25% |
$3.18K - $3.57K
|
4.06K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-415- 10.29% |
$26.4K - $29.6K
|
3.62K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 23.81% |
$3.18K - $3.57K
|
160
$9.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
608+ 0.63% |
$38.7K - $43.4K
|
96.5K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.77K- 27.54% |
$558K - $626K
|
23.1K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.08KNew |
$387K - $434K
|
6.08K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$12.7K - $14.3K
|
200
$11.6K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-610- 15.02% |
$38.8K - $43.5K
|
3.45K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 17.02% |
$102K - $114K
|
11K
$639K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
700+ 560.0% |
$44.5K - $49.9K
|
825
$47.9K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 1.5% |
$3.18K - $3.57K
|
3.28K
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.9KNew |
$439K - $492K
|
6.9K
$401K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
737+ 1713.95% |
$46.9K - $52.6K
|
780
$45.3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.47% |
$2.99K - $3.35K
|
424
$24.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.06M - $1.19M
|
16.6K
$965K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-454- 7.24% |
$28.9K - $32.4K
|
5.82K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-835- 20.53% |
$53.1K - $59.6K
|
3.23K
$188K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
271New |
$17.2K - $19.3K
|
271
$15.7K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
430New |
$25.3K - $30.1K
|
430
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-921- 27.31% |
$54.1K - $64.5K
|
2.45K
$142K
|
|