Institutional Ownership First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Oil & G (FTXN). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 7.7 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
549
shares
|
$15,234
0.0% of portfolio
|
Q2 2022
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
387
shares
|
$10,739
0.0% of portfolio
|
Q2 2024
Reduced 96.32%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
300
shares
|
$8,325
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
234
shares
|
$6,493
0.0% of portfolio
|
Q3 2024
Reduced 50.53%
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
211
shares
|
$5,855
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
181
shares
|
$5,022
0.0% of portfolio
|
Q3 2024
Reduced 85.8%
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
83
shares
|
$2,303
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
71
shares
|
$1,970
0.0% of portfolio
|
Q3 2024
Reduced 60.77%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
54
shares
|
$1,498
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
48
shares
|
$1,332
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
38
shares
|
$1,054
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
25
shares
|
$693
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|