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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.73K- 41.45% |
$342K - $441K
|
9.51K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.6K- 70.31% |
$1.05M - $1.35M
|
8.7K
$506K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.81KNew |
$244K - $316K
|
4.81K
$280K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-15.8K- 76.14% |
$802K - $1.04M
|
4.95K
$288K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-38- 0.68% |
$1.93K - $2.49K
|
5.56K
$323K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.9KNew |
$2.8M - $3.72M
|
49.9K
$2.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.3KNew |
$1.81M - $2.41M
|
32.3K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35.4KClosed |
$1.99M - $2.64M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.8KClosed |
$659K - $877K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
29.6KNew |
$1.66M - $2.21M
|
29.6K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
603+ 2.47% |
$33.8K - $45K
|
25K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 4.42% |
$617 - $821
|
260
$15.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.01KClosed |
$169K - $225K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2New |
$112 - $149
|
2
$116
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.86KClosed |
$496K - $661K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
791New |
$44.3K - $59K
|
791
$46K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.57KNew |
$200K - $266K
|
3.57K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.59K+ 95.76% |
$201K - $268K
|
7.35K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.22KClosed |
$180K - $240K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
33.2KNew |
$1.86M - $2.47M
|
33.2K
$1.93M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-77KClosed |
$4.32M - $5.75M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-461- 3.92% |
$25.8K - $34.4K
|
11.3K
$657K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
10.4KNew |
$581K - $773K
|
10.4K
$602K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.95KClosed |
$165K - $220K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.92K- 23.16% |
$164K - $218K
|
9.7K
$564K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
259New |
$14.5K - $19.3K
|
259
$15.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-68.8KClosed |
$3.86M - $5.13M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
149KNew |
$8.35M - $11.1M
|
149K
$8.66M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.17KNew |
$65.7K - $87.4K
|
1.17K
$68.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-48.8K- 92.38% |
$2.74M - $3.64M
|
4.03K
$234K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-509Closed |
$28.5K - $38K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-75Closed |
$4.2K - $5.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.64KNew |
$91.9K - $122K
|
1.64K
$95.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
390New |
$21.9K - $29.1K
|
390
$22.7K
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-273Closed |
$15.7K - $20K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.19KClosed |
$241K - $308K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22KClosed |
$1.27M - $1.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-115Closed |
$6.61K - $8.44K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-111Closed |
$6.38K - $8.14K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27New |
$1.55K - $1.98K
|
27
$1.57K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.9KClosed |
$2.12M - $2.71M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$173 - $220
|
3
$174
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
303New |
$17.4K - $22.2K
|
303
$17.6K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.68KClosed |
$96.3K - $123K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-176Closed |
$10.1K - $12.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-253Closed |
$14.6K - $18.6K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.59KClosed |
$264K - $337K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$17K - $19.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$283K - $318K
|
5K
$291K
|
|