Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
208K+ 174825.2% |
$4.99M - $5.65M
|
208K
$6.82M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.2K+ 38.68% |
$1.71M - $1.93M
|
255K
$8.36M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5KNew |
$851K - $963K
|
35.5K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.4KNew |
$537K - $608K
|
22.4K
$734K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
17.8K+ 130.13% |
$427K - $483K
|
31.5K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.4K+ 40.5% |
$273K - $309K
|
39.5K
$1.29M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9K+ 62.48% |
$263K - $297K
|
28.5K
$933K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.71K+ 26.16% |
$209K - $236K
|
42K
$1.38M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.67K+ 68.6% |
$208K - $235K
|
21.3K
$698K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.37K+ 44.75% |
$153K - $173K
|
20.6K
$675K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.32KNew |
$31.6K - $35.8K
|
1.32K
$43.2K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 39.83% |
$25.4K - $28.7K
|
3.71K
$122K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
320+ 16000.0% |
$7.68K - $8.68K
|
322
$10.5K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
179New |
$4.29K - $4.86K
|
179
$5.86K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
157+ 0.54% |
$3.77K - $4.26K
|
29.1K
$955K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
134New |
$3.21K - $3.64K
|
134
$4.39K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
53+ 1.04% |
$1.27K - $1.44K
|
5.16K
$169K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.39% |
$1.03K - $1.17K
|
11K
$360K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$576 - $651
|
24
$786
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.54% |
$72 - $81.4
|
198
$6.49K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.37% |
$48 - $54.3
|
544
$17.8K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$24 - $27.1
|
15.2K
$498K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 57.14% |
$192 - $217
|
6
$197
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38- 86.36% |
$912 - $1.03K
|
6
$197
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-75- 0.59% |
$1.8K - $2.04K
|
12.7K
$416K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-97- 13.92% |
$2.33K - $2.63K
|
600
$19.7K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154- 1.95% |
$3.69K - $4.18K
|
7.74K
$253K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 8.06% |
$3.79K - $4.29K
|
1.8K
$59K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-210- 23.08% |
$5.04K - $5.7K
|
700
$22.9K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.92K- 2.5% |
$46K - $52.1K
|
74.7K
$2.45M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 5.68% |
$48.6K - $55K
|
33.7K
$1.1M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.07K- 17.35% |
$97.5K - $110K
|
19.4K
$634K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.38K- 17.32% |
$201K - $227K
|
40K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 8.71% |
$261K - $295K
|
114K
$3.73M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 99.22% |
$361K - $409K
|
119
$3.9K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.1K- 50.08% |
$361K - $409K
|
15K
$492K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15.9K- 81.18% |
$381K - $431K
|
3.68K
$120K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 72.62% |
$473K - $536K
|
7.44K
$244K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 55.99% |
$477K - $540K
|
15.6K
$512K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.1K- 64.32% |
$529K - $599K
|
12.2K
$401K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.2K- 19.48% |
$676K - $765K
|
117K
$3.82M
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-28.7K- 6.61% |
$689K - $780K
|
406K
$13.3M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 61.75% |
$825K - $933K
|
21.3K
$698K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.6K- 57.09% |
$1.12M - $1.26M
|
35K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64.7K- 77.91% |
$1.55M - $1.76M
|
18.3K
$601K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-108K- 64.98% |
$2.6M - $2.94M
|
58.4K
$1.91M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-120K- 30.44% |
$2.88M - $3.26M
|
275K
$9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 46.46% |
$5.31M - $6.01M
|
255K
$8.36M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 46.46% |
$5.31M - $6.01M
|
255K
$8.36M
|