Accel Wealth Management First Tr ETF Vi Nasdaq Bk ETF Transaction History

Accel Wealth Management

$230 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$20.22 - $29.5 $343 - $501	17 Added 0.67%	2,537 $53,000
Q4 2022 Jan 26, 2023	BUY	$25.59 - $29.26 $588 - $672	23 Added 0.92%	2,520 $0
Q3 2022 Oct 12, 2022	BUY	$25.42 - $30.45 $508 - $609	20 Added 0.81%	2,497 $69,000
Q2 2022 Aug 03, 2022	BUY	$25.81 - $31.41 $464 - $565	18 Added 0.73%	2,477 $66,000
Q1 2022 Apr 29, 2022	BUY	$30.92 - $37.0 $3,370 - $4,033	109 Added 4.64%	2,459 $77,000

Q4 2021 Jan 18, 2022	BUY	$31.33 - $35.32 $407 - $459	13 Added 0.56%	2,350 $77,000
Q3 2021 Nov 04, 2021	BUY	$28.6 - $33.29 $314 - $366	11 Added 0.47%	2,337 $76,000
Q2 2021 Aug 03, 2021	BUY	$29.65 - $33.49 $326 - $368	11 Added 0.48%	2,326 $72,000
Q1 2021 May 10, 2021	BUY	$23.69 - $32.43 $94 - $129	4 Added 0.17%	2,315 $72,000
Q4 2020 Jan 27, 2021	BUY	$16.94 - $23.77 $39,148 - $54,932	2,311 New	2,311 $55,000

Others Institutions Holding FTXO

# of Institutions

64

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Secure Asset Management, LLC

406K
Shares

$10.7 Million
2.69% of portfolio
Lpl Financial LLC Fort Mill, SC

275K
Shares

$7.24 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$6.73 Million
0.0% of portfolio
Wagner Wealth Management, LLC Greenville, SC

208K
Shares

$5.49 Million
2.23% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$3.07 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
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