Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
246New |
$7.71K - $8.69K
|
246
$8.08K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
239New |
$7.49K - $8.44K
|
239
$7.85K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
202+ 23.14% |
$6.33K - $7.13K
|
1.08K
$35.3K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
200New |
$6.27K - $7.06K
|
200
$6.57K
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
175New |
$5.48K - $6.18K
|
175
$5.75K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 48.4% |
$3.79K - $4.27K
|
371
$12.2K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
115+ 147.44% |
$3.6K - $4.06K
|
193
$6.34K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
108+ 0.63% |
$3.38K - $3.81K
|
17.4K
$570K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
50New |
$1.57K - $1.77K
|
50
$1.64K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40+ 40.0% |
$1.25K - $1.41K
|
140
$4.6K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
13+ 0.56% |
$407 - $459
|
2.35K
$77.2K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.04% |
$313 - $353
|
968
$31.8K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.5% |
$125 - $141
|
808
$26.5K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.48% |
$62.7 - $70.6
|
418
$13.7K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.4% |
$62.7 - $70.6
|
508
$16.7K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.4% |
$31.3 - $35.3
|
253
$8.31K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15Closed |
$470 - $530
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-18- 12.95% |
$564 - $636
|
121
$3.97K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-18Closed |
$564 - $636
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19- 1.0% |
$595 - $671
|
1.87K
$61.5K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.3% |
$940 - $1.06K
|
10.1K
$331K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-74- 34.1% |
$2.32K - $2.61K
|
143
$4.7K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78- 0.09% |
$2.44K - $2.75K
|
82.3K
$2.7M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-127- 0.37% |
$3.98K - $4.49K
|
33.9K
$1.11M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-478- 18.83% |
$15K - $16.9K
|
2.06K
$67.7K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-696- 1.8% |
$21.8K - $24.6K
|
37.9K
$1.24M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-788- 96.33% |
$24.7K - $27.8K
|
30
$985
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-960- 14.78% |
$30.1K - $33.9K
|
5.54K
$182K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4KClosed |
$75.1K - $84.7K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.33K- 7.02% |
$136K - $153K
|
57.3K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.3KClosed |
$229K - $258K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.84K- 47.52% |
$246K - $277K
|
8.66K
$284K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.59K- 12.98% |
$300K - $339K
|
64.3K
$2.11M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.59K- 12.98% |
$300K - $339K
|
64.3K
$2.11M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.8KClosed |
$368K - $415K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.4K- 9.91% |
$451K - $509K
|
131K
$4.3M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.2KClosed |
$758K - $854K
|
0
$0
|