Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
353K+ 112.58% |
$9.06M - $11M
|
667K
$20.5M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$2.67M - $3.23M
|
104K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.5K+ 10.7% |
$2.35M - $2.84M
|
947K
$29.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
34.1KNew |
$874K - $1.06M
|
34.1K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.1KNew |
$593K - $717K
|
23.1K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.1KNew |
$515K - $623K
|
20.1K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.7KNew |
$505K - $610K
|
19.7K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.4K+ 14.8% |
$498K - $603K
|
151K
$4.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 13.52% |
$488K - $591K
|
160K
$4.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
17.1K+ 245.38% |
$438K - $529K
|
24K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 130.77% |
$368K - $445K
|
25.3K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1KNew |
$362K - $438K
|
14.1K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.24KNew |
$237K - $287K
|
9.24K
$284K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.7KNew |
$223K - $270K
|
8.7K
$267K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
8.5KNew |
$218K - $264K
|
8.5K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.33K+ 15.01% |
$188K - $227K
|
56.1K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.25KNew |
$186K - $225K
|
7.25K
$223K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.76KNew |
$173K - $210K
|
6.76K
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.85K+ 90.4% |
$150K - $181K
|
12.3K
$379K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.3KNew |
$136K - $164K
|
5.3K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.21K+ 15.8% |
$134K - $162K
|
38.2K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.82K+ 383.07% |
$98.1K - $119K
|
4.82K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 10.3% |
$79.5K - $96.1K
|
33.2K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.83K+ 6.07% |
$72.6K - $87.8K
|
49.5K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.93K+ 4.07% |
$49.6K - $60K
|
49.4K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 4.87% |
$47.5K - $57.4K
|
39.9K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.41K+ 3.96% |
$36.2K - $43.7K
|
37K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 6.46% |
$28.8K - $34.8K
|
18.5K
$569K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 13.51% |
$27.1K - $32.8K
|
8.89K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
758+ 7.06% |
$19.4K - $23.5K
|
11.5K
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
516+ 4.13% |
$13.2K - $16K
|
13K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
497+ 1.74% |
$12.7K - $15.4K
|
29K
$891K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
456+ 0.78% |
$11.7K - $14.1K
|
59K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
400+ 2.34% |
$10.3K - $12.4K
|
17.5K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
331New |
$8.49K - $10.3K
|
331
$10.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
286+ 3.2% |
$7.34K - $8.87K
|
9.23K
$284K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
272+ 238.6% |
$6.98K - $8.44K
|
386
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
213+ 2.04% |
$5.46K - $6.61K
|
10.6K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
23+ 0.09% |
$590 - $713
|
25K
$766K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.11% |
$436 - $527
|
15.7K
$484K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.59% |
$385 - $465
|
2.55K
$78.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.03% |
$25.7 - $31
|
98
$3.01K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6- 13.04% |
$154 - $186
|
40
$1.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27- 96.43% |
$693 - $838
|
1
$30.7
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-59- 1.99% |
$1.51K - $1.83K
|
2.9K
$89.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-169- 0.34% |
$4.33K - $5.24K
|
49.7K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-184- 51.25% |
$4.72K - $5.71K
|
175
$5.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-199- 12.21% |
$5.1K - $6.17K
|
1.43K
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-216- 25.38% |
$5.54K - $6.7K
|
635
$19.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-423- 3.19% |
$10.8K - $13.1K
|
12.9K
$395K
|