Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Fi (FXZ)
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 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
77+ 8.13% |
$4.67K - $5.54K
|
1.02K
$57.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
72+ 135.85% |
$4.36K - $5.18K
|
125
$7K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60New |
$3.64K - $4.32K
|
60
$3.36K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48+ 0.36% |
$2.91K - $3.45K
|
13.5K
$758K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25New |
$1.52K - $1.8K
|
25
$1.4K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6New |
$364 - $432
|
6
$336
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$182 - $216
|
17K
$952K
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$121 - $144
|
11.6K
$649K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.66% |
$121 - $144
|
305
$17.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$60.6 - $71.9
|
2.91K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.1% |
$303 - $360
|
5K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5- 0.04% |
$303 - $360
|
11.4K
$640K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-13- 0.22% |
$788 - $935
|
5.99K
$335K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-23- 0.54% |
$1.39K - $1.65K
|
4.2K
$235K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-34- 0.7% |
$2.06K - $2.45K
|
4.84K
$271K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-105- 98.13% |
$6.37K - $7.55K
|
2
$112
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-139- 0.14% |
$8.43K - $10K
|
99.2K
$5.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-155- 2.83% |
$9.4K - $11.2K
|
5.33K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-180- 1.94% |
$10.9K - $12.9K
|
9.08K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 31.09% |
$14.3K - $17K
|
523
$29.3K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-261- 40.91% |
$15.8K - $18.8K
|
377
$21.1K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-289- 4.15% |
$17.5K - $20.8K
|
6.68K
$374K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-334- 0.79% |
$20.2K - $24K
|
41.9K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-371- 1.43% |
$22.5K - $26.7K
|
25.6K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-388- 20.27% |
$23.5K - $27.9K
|
1.53K
$85.4K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-439- 4.0% |
$26.6K - $31.6K
|
10.5K
$590K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-439- 2.74% |
$26.6K - $31.6K
|
15.6K
$873K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 8.07% |
$27.5K - $32.6K
|
5.16K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-463- 1.0% |
$28.1K - $33.3K
|
46K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-609- 6.28% |
$36.9K - $43.8K
|
9.09K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-675- 7.46% |
$40.9K - $48.6K
|
8.38K
$469K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-713- 7.97% |
$43.2K - $51.3K
|
8.24K
$461K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-762- 4.19% |
$46.2K - $54.8K
|
17.4K
$975K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-792- 10.88% |
$48K - $57K
|
6.49K
$363K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-837- 9.83% |
$50.7K - $60.2K
|
7.68K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 13.98% |
$61.4K - $72.9K
|
6.23K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.14K- 20.02% |
$69.2K - $82.2K
|
4.56K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.2K- 22.65% |
$72.8K - $86.4K
|
4.1K
$230K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.21K- 22.53% |
$73.4K - $87.1K
|
4.16K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.32K- 20.09% |
$80K - $95K
|
5.25K
$294K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.4K- 27.53% |
$84.8K - $101K
|
3.68K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.43K- 11.54% |
$86.8K - $103K
|
11K
$614K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.71K- 11.06% |
$104K - $123K
|
13.8K
$771K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.73K- 1.21% |
$105K - $125K
|
141K
$7.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.11K- 6.79% |
$128K - $152K
|
28.9K
$1.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.25K- 21.83% |
$137K - $162K
|
8.06K
$452K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 24.65% |
$139K - $165K
|
6.99K
$392K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.6K- 27.74% |
$158K - $187K
|
6.78K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.96K- 3.69% |
$179K - $213K
|
77.2K
$4.32M
|