Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.58% |
$56.2 - $67.6
|
174
$9.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.22% |
$56.2 - $67.6
|
457
$25.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2- 0.27% |
$112 - $135
|
726
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5- 0.04% |
$281 - $338
|
13K
$727K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29- 8.15% |
$1.63K - $1.96K
|
327
$18.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46- 1.14% |
$2.58K - $3.11K
|
3.98K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-61- 1.08% |
$3.43K - $4.13K
|
5.58K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-62- 48.44% |
$3.48K - $4.19K
|
66
$3.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-101- 5.36% |
$5.67K - $6.83K
|
1.78K
$99.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 4.52% |
$5.9K - $7.1K
|
2.22K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-116- 6.88% |
$6.52K - $7.85K
|
1.57K
$87.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-141- 19.64% |
$7.92K - $9.54K
|
577
$32.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-152- 2.61% |
$8.54K - $10.3K
|
5.68K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-280- 3.59% |
$15.7K - $18.9K
|
7.52K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-325- 48.01% |
$18.3K - $22K
|
352
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-337- 4.27% |
$18.9K - $22.8K
|
7.55K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-444- 7.07% |
$24.9K - $30K
|
5.84K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-564- 9.81% |
$31.7K - $38.1K
|
5.18K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-700- 7.0% |
$39.3K - $47.3K
|
9.3K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-725- 7.66% |
$40.7K - $49K
|
8.74K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-794- 2.7% |
$44.6K - $53.7K
|
28.6K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-855- 38.17% |
$48K - $57.8K
|
1.39K
$77.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 13.04% |
$59.4K - $71.6K
|
7.05K
$395K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 22.89% |
$72K - $86.6K
|
4.32K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 5.69% |
$72.8K - $87.6K
|
21.5K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.38K- 11.94% |
$77.4K - $93.2K
|
10.2K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.61K- 28.88% |
$90.2K - $109K
|
3.95K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.74K- 32.36% |
$97.6K - $118K
|
3.63K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.75KClosed |
$98.2K - $118K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.79K- 16.47% |
$101K - $121K
|
9.09K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.09K- 38.55% |
$117K - $141K
|
3.33K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51K- 8.37% |
$141K - $169K
|
27.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.11K- 4.95% |
$175K - $210K
|
59.7K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.5K- 3.23% |
$197K - $237K
|
105K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.98K- 7.33% |
$224K - $269K
|
50.4K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.73K- 37.96% |
$266K - $320K
|
7.73K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.46K- 5.87% |
$307K - $369K
|
87.5K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.01K- 23.68% |
$338K - $407K
|
19.4K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.35K- 99.92% |
$413K - $497K
|
6
$336
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-17.9K- 50.96% |
$1M - $1.21M
|
17.2K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.1K- 13.78% |
$1.13M - $1.36M
|
126K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.2K- 75.8% |
$1.58M - $1.91M
|
9K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.4K- 11.24% |
$1.77M - $2.13M
|
248K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32K- 12.62% |
$1.8M - $2.16M
|
221K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.6K- 6.76% |
$1.94M - $2.34M
|
477K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.2K- 15.64% |
$1.98M - $2.38M
|
190K
$10.6M
|