Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ OIL & G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37New |
$921 - $1.12K
|
37
$1.05K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13+ 0.74% |
$323 - $392
|
1.76K
$49.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.7% |
$24.9 - $30.2
|
144
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-87- 0.96% |
$2.16K - $2.62K
|
8.98K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-140- 0.24% |
$3.48K - $4.22K
|
59.3K
$1.68M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-155- 0.78% |
$3.86K - $4.67K
|
19.7K
$556K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-264- 14.88% |
$6.57K - $7.96K
|
1.51K
$42.7K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-277- 0.52% |
$6.89K - $8.35K
|
52.7K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-301- 0.95% |
$7.49K - $9.08K
|
31.5K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-544- 72.53% |
$13.5K - $16.4K
|
206
$5.82K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-566- 1.25% |
$14.1K - $17.1K
|
44.6K
$1.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-600Closed |
$14.9K - $18.1K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-688- 5.14% |
$17.1K - $20.8K
|
12.7K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.02K- 5.11% |
$25.3K - $30.7K
|
18.9K
$535K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.57% |
$28.6K - $34.7K
|
43.6K
$1.23M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 16.08% |
$35.8K - $43.4K
|
7.51K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5K- 6.26% |
$37.3K - $45.3K
|
22.5K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.95K- 12.8% |
$48.6K - $58.9K
|
13.3K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.02K- 1.89% |
$50.3K - $61K
|
105K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 2.34% |
$65.6K - $79.5K
|
110K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.72K- 8.44% |
$67.7K - $82K
|
29.5K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.35K- 5.64% |
$83.2K - $101K
|
56K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.46K- 12.02% |
$86.1K - $104K
|
25.3K
$716K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.23K- 89.94% |
$180K - $218K
|
809
$22.9K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.53K- 25.1% |
$212K - $257K
|
25.5K
$720K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.84K- 3.64% |
$245K - $297K
|
260K
$7.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-17.7K- 56.83% |
$439K - $533K
|
13.4K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25.1K- 76.09% |
$625K - $757K
|
7.89K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.3K- 53.05% |
$904K - $1.1M
|
32.2K
$909K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.3K- 53.05% |
$904K - $1.1M
|
32.2K
$909K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-36.8K- 86.55% |
$916K - $1.11M
|
5.73K
$162K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.1K- 75.15% |
$1.22M - $1.48M
|
16.2K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.7K- 35.17% |
$1.26M - $1.53M
|
93.5K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.5K- 67.26% |
$1.33M - $1.61M
|
26.1K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-57.6K- 98.11% |
$1.43M - $1.74M
|
1.11K
$31.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.8K- 24.79% |
$1.56M - $1.89M
|
191K
$5.38M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-75.8K- 62.18% |
$1.89M - $2.29M
|
46.1K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-134K- 70.03% |
$3.34M - $4.05M
|
57.4K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136K- 71.42% |
$3.37M - $4.09M
|
54.3K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-188K- 60.81% |
$4.68M - $5.68M
|
121K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-201K- 20.63% |
$4.99M - $6.05M
|
772K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 35.16% |
$5M - $6.06M
|
371K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-207K- 97.95% |
$5.16M - $6.25M
|
4.35K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-245K- 64.05% |
$6.1M - $7.39M
|
138K
$3.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-279K- 47.84% |
$6.94M - $8.42M
|
304K
$8.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-326K- 73.63% |
$8.12M - $9.84M
|
117K
$3.3M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-434K- 99.99% |
$10.8M - $13.1M
|
41
$1.16K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450K- 90.45% |
$11.2M - $13.6M
|
47.5K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-692K- 61.35% |
$17.2M - $20.9M
|
436K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.76M- 46.27% |
$43.7M - $52.9M
|
2.04M
$57.6M
|