Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 153.52% |
$4.06M - $4.78M
|
244K
$6.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127KNew |
$3.49M - $4.11M
|
127K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.5K+ 13.3% |
$1.63M - $1.93M
|
507K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.1KNew |
$1.1M - $1.3M
|
40.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
36K+ 156.99% |
$989K - $1.16M
|
58.9K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
35.8KNew |
$983K - $1.16M
|
35.8K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 31.5% |
$880K - $1.04M
|
134K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5KNew |
$537K - $633K
|
19.5K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1K+ 195.96% |
$525K - $618K
|
28.8K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 49.28% |
$391K - $461K
|
43.1K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$376K - $443K
|
13.7K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 33.44% |
$370K - $436K
|
53.8K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
12.1KNew |
$334K - $393K
|
12.1K
$331K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.43KNew |
$259K - $305K
|
9.43K
$257K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.18KNew |
$252K - $297K
|
9.18K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.15KNew |
$224K - $264K
|
8.15K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.01KNew |
$220K - $259K
|
8.01K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76K+ 18.09% |
$131K - $154K
|
31.1K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.62K+ 30.6% |
$127K - $150K
|
19.7K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.59KNew |
$126K - $149K
|
4.59K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.58KNew |
$126K - $148K
|
4.58K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.46K+ 29.64% |
$123K - $144K
|
19.5K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 34.05% |
$101K - $119K
|
14.4K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 2.87% |
$98.3K - $116K
|
128K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46K+ 36.22% |
$95K - $112K
|
13K
$354K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 6.75% |
$76K - $89.6K
|
43.8K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.63K+ 15.27% |
$44.8K - $52.8K
|
12.3K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58KNew |
$43.3K - $51K
|
1.58K
$42.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 108.12% |
$41.3K - $48.7K
|
2.9K
$78.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 10.71% |
$41.2K - $48.6K
|
15.5K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17KNew |
$32.2K - $37.9K
|
1.17K
$31.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
866+ 11.61% |
$23.8K - $28K
|
8.32K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
674New |
$18.5K - $21.8K
|
674
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
502+ 0.18% |
$13.8K - $16.2K
|
282K
$7.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
353+ 2.41% |
$9.7K - $11.4K
|
15K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
313+ 0.43% |
$8.6K - $10.1K
|
72.6K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
280New |
$7.69K - $9.06K
|
280
$7.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 2.16% |
$7.45K - $8.77K
|
12.8K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$5.52K - $6.51K
|
201
$5.47K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
149+ 0.54% |
$4.09K - $4.82K
|
27.9K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
71New |
$1.95K - $2.3K
|
71
$1.93K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.52% |
$1.02K - $1.2K
|
7.16K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.61% |
$440 - $518
|
2.64K
$71.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.95% |
$55 - $64.7
|
213
$5.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.63% |
$27.5 - $32.4
|
39
$1.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$27.5 - $32.4
|
127K
$3.46M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$55 - $64.7
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 20.48% |
$467 - $550
|
66
$1.8K
|