Purchases and Sales Made in Q1 2023 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 Q1 2023. 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
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
5.45K
New
$330K - $392K
5.45K $305K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
5.39K
New
$327K - $388K
5.39K $302K
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
5.08K
New
$308K - $365K
5.08K $284K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.24K
+ 43.66%
$257K - $305K
13.9K $781K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.17K
New
$253K - $300K
4.17K $233K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
4.03K
+ 1777.09%
$245K - $290K
4.26K $239K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.51K
New
$213K - $253K
3.51K $197K
Apr 21, 2023 Q1 2023
Atwood & Palmer Inc

BUY
 -
3.32K
New
$201K - $238K
3.32K $186K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.25K
New
$197K - $234K
3.25K $182K
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
3.08K
New
$187K - $221K
3.08K $172K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
3.04K
+ 92.01%
$184K - $219K
6.35K $355K
Apr 18, 2023 Q1 2023
Wmg Financial Advisors, LLC

BUY
 -
2.96K
+ 14.88%
$179K - $213K
22.8K $1.28M
Apr 18, 2023 Q1 2023
Outlook Wealth Advisors, LLC

BUY
 -
2.65K
+ 47.99%
$160K - $190K
8.16K $457K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.61K
+ 59.39%
$158K - $187K
6.99K $392K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.24K
+ 18.75%
$135K - $161K
14.2K $792K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
2.13K
+ 40.25%
$129K - $153K
7.41K $415K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.04K
New
$124K - $147K
2.04K $114K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.8K
New
$109K - $129K
1.8K $101K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.74K
+ 681.57%
$105K - $125K
1.99K $112K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
1.47K
+ 18.16%
$88.9K - $105K
9.54K $534K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.33K
+ 21.31%
$80.5K - $95.5K
7.56K $423K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
1.09K
+ 28.92%
$65.8K - $78.1K
4.84K $271K
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
1.03K
+ 8.53%
$62.5K - $74.2K
13.1K $735K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
953
+ 9.8%
$57.8K - $68.6K
10.7K $598K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
922
+ 15.56%
$55.9K - $66.3K
6.85K $383K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
899
New
$54.5K - $64.7K
899 $50.3K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
867
+ 0.75%
$52.6K - $62.4K
117K $6.53M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
669
+ 29.87%
$40.6K - $48.1K
2.91K $163K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
611
+ 9.11%
$37K - $44K
7.32K $410K
May 11, 2023 Q1 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
600
+ 5.13%
$36.4K - $43.2K
12.3K $689K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
517
+ 2.77%
$31.3K - $37.2K
19.2K $1.07M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
502
+ 7.49%
$30.4K - $36.1K
7.2K $403K
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
445
New
$27K - $32K
445 $24.9K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
395
New
$23.9K - $28.4K
395 $22.1K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
370
+ 50.68%
$22.4K - $26.6K
1.1K $61.6K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
312
+ 0.31%
$18.9K - $22.4K
101K $5.67M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
267
+ 0.89%
$16.2K - $19.2K
30.1K $1.69M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
256
+ 0.5%
$15.5K - $18.4K
51.4K $2.88M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
255
+ 7.06%
$15.5K - $18.3K
3.87K $217K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
247
New
$15K - $17.8K
247 $13.8K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
227
New
$13.8K - $16.3K
227 $12.7K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
204
+ 0.12%
$12.4K - $14.7K
174K $9.72M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
201
+ 3.51%
$12.2K - $14.5K
5.93K $332K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
178
New
$10.8K - $12.8K
178 $9.97K
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
166
New
$10.1K - $11.9K
166 $9.29K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
149
+ 3.54%
$9.03K - $10.7K
4.36K $244K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
121
+ 1.21%
$7.34K - $8.7K
10.2K $569K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
115
+ 1.2%
$6.97K - $8.27K
9.74K $545K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
113
+ 1.35%
$6.85K - $8.13K
8.5K $476K

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