Purchases and Sales Made in Q3 2021 in First Tr ETF Vi Nasdaq Transn (FTXR)
This table provides information about the institutional ownership of First Tr ETF Vi Nasdaq Transn (FTXR) during Q3 2021. The information is specifically focused on institutions that hold shares of FIRST TR ETF VI NASDAQ TRANSN .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
170+ 4.17% |
$5.22K - $5.79K
|
4.25K
$126K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
106New |
$3.25K - $3.61K
|
106
$3.13K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94+ 5.18% |
$2.89K - $3.2K
|
1.91K
$56.5K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
59+ 0.72% |
$1.81K - $2.01K
|
8.2K
$242K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44New |
$1.35K - $1.5K
|
44
$1.3K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 0.24% |
$860 - $954
|
11.6K
$342K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15New |
$461 - $511
|
15
$444
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$30.7 - $34.1
|
9.87K
$292K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.01% |
$30.7 - $34.1
|
16K
$473K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-45- 10.54% |
$1.38K - $1.53K
|
382
$11.3K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100Closed |
$3.07K - $3.41K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 9.38% |
$7.68K - $8.52K
|
2.42K
$71.4K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-562- 96.9% |
$17.3K - $19.1K
|
18
$532
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-877- 0.13% |
$26.9K - $29.9K
|
677K
$20M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.25KClosed |
$38.4K - $42.6K
|
0
$0
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 3.51% |
$42.6K - $47.2K
|
38.1K
$1.13M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 23.33% |
$46.1K - $51.1K
|
4.93K
$146K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.92KClosed |
$120K - $133K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.99K- 24.74% |
$122K - $136K
|
12.1K
$359K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.52K- 6.33% |
$139K - $154K
|
66.9K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.28KClosed |
$193K - $214K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.46KClosed |
$198K - $220K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7K- 39.39% |
$215K - $239K
|
10.8K
$319K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-7.03K- 14.59% |
$216K - $240K
|
41.2K
$1.22M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.25KClosed |
$222K - $247K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-7.65K- 11.77% |
$235K - $260K
|
57.3K
$1.7M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.95K- 3.36% |
$244K - $271K
|
229K
$6.77M
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.84KClosed |
$302K - $335K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17K- 49.7% |
$521K - $578K
|
17.2K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.6K- 35.19% |
$662K - $735K
|
39.7K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-32.6KClosed |
$1M - $1.11M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-37.8K- 8.48% |
$1.16M - $1.29M
|
408K
$12.1M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-41.9KClosed |
$1.29M - $1.43M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64K- 21.04% |
$1.97M - $2.18M
|
240K
$7.11M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-73.6KClosed |
$2.26M - $2.51M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-328KClosed |
$10.1M - $11.2M
|
0
$0
|