Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
293K+ 159.04% |
$5.57M - $7.55M
|
477K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
194K+ 150.44% |
$3.69M - $5.01M
|
323K
$10.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
170K+ 64.25% |
$3.23M - $4.39M
|
435K
$14.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.8KNew |
$1.06M - $1.44M
|
55.8K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 91.81% |
$507K - $688K
|
55.7K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
13.7KNew |
$260K - $353K
|
13.7K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9K+ 57.17% |
$246K - $333K
|
35.5K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.46K+ 198.12% |
$180K - $244K
|
14.2K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.9KNew |
$169K - $229K
|
8.9K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.58KNew |
$163K - $221K
|
8.58K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.53K+ 39.6% |
$162K - $220K
|
30.1K
$988K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.87K+ 16.9% |
$112K - $151K
|
40.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.64K+ 19.05% |
$88.2K - $120K
|
29K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.58K+ 15.45% |
$68.1K - $92.3K
|
26.8K
$879K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.52K+ 7.86% |
$67K - $90.9K
|
48.4K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.02K+ 19.32% |
$57.5K - $78K
|
18.7K
$613K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33KNew |
$25.2K - $34.2K
|
1.33K
$43.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
162+ 0.55% |
$3.08K - $4.18K
|
29.7K
$976K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$1.9K - $2.58K
|
100
$3.28K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
81+ 4.31% |
$1.54K - $2.09K
|
1.96K
$64.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46New |
$875 - $1.19K
|
46
$1.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
14New |
$266 - $361
|
14
$460
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.93% |
$95.1 - $129
|
542
$17.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.71% |
$38 - $51.6
|
119
$3.91K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-31- 93.94% |
$590 - $799
|
2
$65.7
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-335- 72.98% |
$6.37K - $8.64K
|
124
$4.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-350- 44.3% |
$6.66K - $9.03K
|
440
$14.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-365- 4.42% |
$6.94K - $9.41K
|
7.89K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-400- 88.89% |
$7.61K - $10.3K
|
50
$1.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-412- 3.32% |
$7.84K - $10.6K
|
12K
$394K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-422- 68.4% |
$8.03K - $10.9K
|
195
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-530- 55.67% |
$10.1K - $13.7K
|
422
$13.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-648- 3.86% |
$12.3K - $16.7K
|
16.2K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-695- 3.68% |
$13.2K - $17.9K
|
18.2K
$597K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-877- 4.29% |
$16.7K - $22.6K
|
19.5K
$642K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-920- 1.19% |
$17.5K - $23.7K
|
76.6K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.25K- 7.6% |
$23.8K - $32.2K
|
15.2K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.18K- 7.19% |
$41.4K - $56.1K
|
28.1K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.4K- 4.46% |
$45.6K - $61.8K
|
51.4K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 14.44% |
$48.7K - $66K
|
15.2K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.68K- 21.73% |
$50.9K - $69K
|
9.64K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.8KClosed |
$53.3K - $72.3K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.15K- 11.83% |
$59.8K - $81.1K
|
23.4K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.25K- 3.76% |
$61.8K - $83.7K
|
83K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.83K- 10.31% |
$72.8K - $98.7K
|
33.3K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.97K- 98.9% |
$75.5K - $102K
|
44
$1.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.71K- 86.26% |
$109K - $147K
|
910
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.43K- 9.65% |
$122K - $166K
|
60.1K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.75K- 13.94% |
$147K - $200K
|
47.9K
$1.57M
|