Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
311K+ 51.49% |
$9.01M - $10.8M
|
914K
$28.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 102.95% |
$7.75M - $9.29M
|
527K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
156K+ 122.14% |
$4.53M - $5.42M
|
284K
$8.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 82.38% |
$3.24M - $3.88M
|
247K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.3K+ 21.57% |
$1.78M - $2.13M
|
345K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.5K+ 443.8% |
$1.32M - $1.58M
|
55.7K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40.9KNew |
$1.19M - $1.42M
|
40.9K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
37.2KNew |
$1.08M - $1.29M
|
37.2K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
35.2KNew |
$1.02M - $1.22M
|
35.2K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.3KNew |
$909K - $1.09M
|
31.3K
$983K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.8K+ 40.47% |
$893K - $1.07M
|
107K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29.5KNew |
$857K - $1.03M
|
29.5K
$927K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2K+ 6.63% |
$644K - $772K
|
357K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 156.17% |
$630K - $755K
|
35.6K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
21.6K+ 67.26% |
$626K - $749K
|
53.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 19.37% |
$624K - $748K
|
133K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3KNew |
$589K - $705K
|
20.3K
$637K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.2KNew |
$558K - $668K
|
19.2K
$604K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.7K+ 784.35% |
$542K - $650K
|
21.1K
$662K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.4K+ 14.19% |
$418K - $501K
|
116K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.5KNew |
$305K - $365K
|
10.5K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 13.48% |
$299K - $358K
|
86.7K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.47K+ 33.86% |
$275K - $329K
|
37.4K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.37K+ 114.96% |
$272K - $326K
|
17.5K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9.35KNew |
$271K - $325K
|
9.35K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.1KNew |
$264K - $316K
|
9.1K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.99K+ 4.28% |
$261K - $313K
|
219K
$6.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.21KNew |
$209K - $250K
|
7.21K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.11KNew |
$206K - $247K
|
7.11K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.99KNew |
$203K - $243K
|
6.99K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.76KNew |
$196K - $235K
|
6.76K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.64K+ 5.11% |
$164K - $196K
|
116K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.16K+ 7.83% |
$121K - $145K
|
57.3K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.58K+ 7.27% |
$74.8K - $89.6K
|
38.1K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.22K+ 29.62% |
$64.5K - $77.3K
|
9.73K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.12KNew |
$61.5K - $73.6K
|
2.12K
$66.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.03K+ 6.74% |
$58.9K - $70.6K
|
32.1K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$58K - $69.5K
|
2K
$62.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 6.84% |
$40.6K - $48.6K
|
21.8K
$686K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39K+ 23200.0% |
$40.4K - $48.4K
|
1.4K
$43.9K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.37K+ 2.72% |
$39.8K - $47.7K
|
51.9K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 4.63% |
$36.4K - $43.6K
|
28.4K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
922New |
$26.8K - $32K
|
922
$29K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
849+ 5.29% |
$24.6K - $29.5K
|
16.9K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
340+ 1.69% |
$9.87K - $11.8K
|
20.5K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
337New |
$9.78K - $11.7K
|
337
$10.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
332+ 10.81% |
$9.63K - $11.5K
|
3.4K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
219+ 2.18% |
$6.36K - $7.61K
|
10.3K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126+ 0.48% |
$3.66K - $4.38K
|
26.4K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
94New |
$2.73K - $3.27K
|
94
$2.95K
|