Purchases and Sales Made in Q1 2023 in First Tr ETF Vi Nasdaq Bk ETF (FTXO)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Bk ETF (FTXO) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ BK ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 46.66% |
$2.44M - $3.56M
|
379K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.8K+ 32.16% |
$1.43M - $2.09M
|
291K
$9.53M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.9K+ 7.84% |
$1.01M - $1.47M
|
686K
$22.5M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
34.8KNew |
$705K - $1.03M
|
34.8K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34.8K+ 77.56% |
$703K - $1.03M
|
79.6K
$2.61M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
33.9KNew |
$686K - $1M
|
33.9K
$1.11M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.5K+ 49.9% |
$596K - $869K
|
88.5K
$2.9M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 34.09% |
$581K - $848K
|
113K
$3.7M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.3K+ 15.55% |
$552K - $806K
|
203K
$6.65M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.1K+ 42.3% |
$487K - $710K
|
81K
$2.65M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8KNew |
$482K - $703K
|
23.8K
$780K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21.7KNew |
$438K - $639K
|
21.7K
$709K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.1K+ 7.59% |
$407K - $594K
|
286K
$9.36M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1K+ 118.87% |
$367K - $535K
|
33.4K
$1.09M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17.9KNew |
$362K - $528K
|
17.9K
$586K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
17.8K+ 586.62% |
$360K - $525K
|
20.8K
$683K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.6K+ 477.32% |
$355K - $518K
|
21.3K
$696K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$326K - $475K
|
16.1K
$528K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.8KNew |
$258K - $377K
|
12.8K
$419K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
12.2K+ 106.47% |
$248K - $361K
|
23.7K
$778K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 20316.95% |
$242K - $354K
|
12K
$395K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6KNew |
$235K - $342K
|
11.6K
$380K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.9K+ 44.06% |
$200K - $292K
|
32.4K
$1.06M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.9K+ 58.18% |
$200K - $292K
|
26.9K
$882K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.21K+ 64.49% |
$166K - $242K
|
20.9K
$686K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.77K+ 19.38% |
$137K - $200K
|
41.7K
$1.37M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.66K+ 51.23% |
$135K - $196K
|
19.7K
$644K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.82K+ 5.33% |
$77.1K - $113K
|
75.4K
$2.47M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.82K+ 1.41% |
$57K - $83.1K
|
202K
$6.63M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.83KNew |
$37K - $54K
|
1.83K
$59.9K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.58K+ 17.78% |
$31.9K - $46.6K
|
10.5K
$343K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
901+ 10.42% |
$18.2K - $26.6K
|
9.55K
$313K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
750+ 625.0% |
$15.2K - $22.1K
|
870
$28.5K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
711New |
$14.4K - $21K
|
711
$23.3K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
702+ 605.17% |
$14.2K - $20.7K
|
818
$26.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
560New |
$11.3K - $16.5K
|
560
$18.3K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
530New |
$10.7K - $15.6K
|
530
$17.4K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
443New |
$8.96K - $13.1K
|
443
$14.5K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
440New |
$8.9K - $13K
|
440
$14.4K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
249+ 0.81% |
$5.03K - $7.35K
|
31.1K
$1.02M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 11.23% |
$2.39K - $3.48K
|
1.17K
$38.3K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70+ 0.12% |
$1.42K - $2.07K
|
59.6K
$1.95M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
64+ 0.44% |
$1.29K - $1.89K
|
14.5K
$476K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
59New |
$1.19K - $1.74K
|
59
$1.93K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.67% |
$344 - $502
|
2.54K
$83.1K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.66% |
$80.9 - $118
|
610
$20K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 3.36% |
$80.9 - $118
|
123
$4.03K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.57% |
$60.7 - $88.5
|
526
$17.2K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-60- 0.55% |
$1.21K - $1.77K
|
10.8K
$352K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-301- 27.77% |
$6.09K - $8.88K
|
783
$25.7K
|