Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
160K+ 51.27% |
$4.1M - $4.69M
|
473K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
92.1KNew |
$2.36M - $2.7M
|
92.1K
$3.02M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
66.6KNew |
$1.7M - $1.95M
|
66.6K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64.5KNew |
$1.65M - $1.89M
|
64.5K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
56.6K+ 191.88% |
$1.45M - $1.66M
|
86K
$2.82M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49.1K+ 282.06% |
$1.26M - $1.44M
|
66.6K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.5K+ 98.41% |
$986K - $1.13M
|
77.7K
$2.54M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
36.3KNew |
$929K - $1.06M
|
36.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.6K+ 204.66% |
$861K - $984K
|
50.1K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23K+ 75.6% |
$587K - $672K
|
53.3K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 11.31% |
$573K - $655K
|
220K
$7.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 3.03% |
$344K - $394K
|
457K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.3K+ 118.66% |
$288K - $330K
|
20.8K
$681K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10.1KNew |
$259K - $296K
|
10.1K
$331K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99K+ 8.8% |
$230K - $263K
|
111K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.99K+ 8.8% |
$230K - $263K
|
111K
$3.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.65KNew |
$221K - $253K
|
8.65K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.01KNew |
$205K - $234K
|
8.01K
$262K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.92K+ 15.32% |
$203K - $232K
|
59.6K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.74K+ 12.88% |
$172K - $197K
|
59.1K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.73K+ 71.76% |
$172K - $197K
|
16.1K
$528K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.46K+ 12.81% |
$165K - $189K
|
56.9K
$1.86M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.32K+ 64.48% |
$162K - $185K
|
16.1K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.3K+ 2.5% |
$110K - $126K
|
176K
$5.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.47K+ 18.28% |
$88.9K - $102K
|
22.5K
$736K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.33K+ 74.67% |
$85.1K - $97.3K
|
7.78K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 5.79% |
$64.5K - $73.7K
|
46.1K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.8K+ 718.0% |
$45.9K - $52.5K
|
2.05K
$67K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 107.17% |
$40.2K - $45.9K
|
3.04K
$99.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.14K+ 13.84% |
$29.2K - $33.4K
|
9.38K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.08KNew |
$27.7K - $31.7K
|
1.08K
$35.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07K+ 57.78% |
$27.3K - $31.2K
|
2.91K
$95.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
984New |
$25.2K - $28.8K
|
984
$32.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
955New |
$24.4K - $27.9K
|
955
$31.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
730New |
$18.7K - $21.4K
|
730
$23.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
640+ 120.75% |
$16.4K - $18.7K
|
1.17K
$38.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
402+ 29.36% |
$10.3K - $11.8K
|
1.77K
$58K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
279New |
$7.14K - $8.16K
|
279
$9.14K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
173+ 1.53% |
$4.43K - $5.06K
|
11.5K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 0.31% |
$3.53K - $4.04K
|
44.8K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38New |
$972 - $1.11K
|
38
$1.24K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 4.11% |
$768 - $878
|
760
$24.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
23+ 0.92% |
$589 - $673
|
2.52K
$82.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 2.04% |
$537 - $614
|
1.05K
$34.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16+ 22.54% |
$409 - $468
|
87
$2.85K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5+ 0.06% |
$128 - $146
|
8.89K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.97% |
$128 - $146
|
523
$17.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.07% |
$102 - $117
|
5.82K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 9.09% |
$307 - $351
|
120
$3.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12- 9.09% |
$307 - $351
|
120
$3.93K
|