Latest Institutional Purchases of First Tr Exchange Traded Fd Fi (FXZ)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Fi (FXZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.63KNew |
$204K - $246K
|
3.63K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.45K+ 8.06% |
$194K - $233K
|
46.3K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
450New |
$25.3K - $30.4K
|
450
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
250New |
$14K - $16.9K
|
250
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
211+ 6.21% |
$11.9K - $14.3K
|
3.61K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
160New |
$8.99K - $10.8K
|
160
$9.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
139New |
$7.81K - $9.4K
|
139
$8.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
120New |
$6.74K - $8.12K
|
120
$7.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96+ 1.65% |
$5.39K - $6.49K
|
5.93K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
96+ 1.71% |
$5.39K - $6.49K
|
5.71K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.42K - $2.91K
|
43
$2.6K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 25.24% |
$1.45M - $1.61M
|
117K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$400K - $444K
|
6.54K
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.47K+ 61.1% |
$335K - $372K
|
14.4K
$872K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.27K+ 4.42% |
$139K - $154K
|
53.6K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
200New |
$12.2K - $13.6K
|
200
$12.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
190+ 2.25% |
$11.6K - $12.9K
|
8.65K
$523K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$5.2K - $5.78K
|
85
$5.14K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.5KNew |
$615K - $684K
|
9.5K
$575K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
925New |
$59.9K - $66.6K
|
925
$56K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
550+ 162.24% |
$35.6K - $39.6K
|
889
$53.8K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$1.06M - $1.19M
|
16.6K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.9KNew |
$439K - $492K
|
6.9K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6K+ 17.02% |
$102K - $114K
|
11K
$665K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
737+ 1713.95% |
$46.9K - $52.6K
|
780
$47.2K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
700+ 560.0% |
$44.5K - $49.9K
|
825
$49.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
608+ 0.63% |
$38.7K - $43.4K
|
96.5K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
200New |
$12.7K - $14.3K
|
200
$12.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
119New |
$7.56K - $8.49K
|
119
$7.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.25% |
$3.18K - $3.57K
|
4.06K
$246K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47+ 12.47% |
$2.99K - $3.35K
|
424
$25.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.31KNew |
$312K - $371K
|
5.31K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.09KNew |
$182K - $217K
|
3.09K
$187K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$67.3K - $80.2K
|
1.15K
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
950New |
$55.8K - $66.5K
|
950
$57.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
430New |
$25.3K - $30.1K
|
430
$26K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
351New |
$20.6K - $24.6K
|
351
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
291New |
$17.1K - $20.4K
|
291
$17.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 2.22% |
$58.8 - $70
|
46
$2.78K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.12KNew |
$255K - $281K
|
4.12K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.88KNew |
$240K - $264K
|
3.88K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.65K+ 5.68% |
$102K - $112K
|
30.7K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
701+ 9.56% |
$43.4K - $47.8K
|
8.03K
$486K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
100New |
$6.19K - $6.82K
|
100
$6.05K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10+ 5.0% |
$619 - $682
|
210
$12.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$619 - $682
|
10
$605
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.67KNew |
$269K - $307K
|
4.67K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.52K+ 25.21% |
$145K - $165K
|
12.5K
$756K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$461 - $525
|
8
$484
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.09M+ 11.82% |
$65.8M - $78.1M
|
10.3M
$622M
|
|