Avantax Advisory Services, Inc. First Tr ETF Fd Ii First Tr In Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	SELL	$12.02 - $13.23 $109,718 - $120,763	-9,128 Reduced 9.93%	82,786 $1.08 Million
Q3 2023 Nov 07, 2023	BUY	$12.37 - $13.55 $17,045 - $18,671	1,378 Added 1.52%	91,914 $1.16 Million
Q2 2023 Aug 11, 2023	SELL	$11.83 - $13.68 $164,046 - $189,700	-13,867 Reduced 13.28%	90,536 $1.14 Million
Q1 2023 Apr 28, 2023	BUY	$12.59 - $14.92 $114,480 - $135,667	9,093 Added 9.54%	104,403 $1.38 Million
Q4 2022 Feb 13, 2023	BUY	$12.94 - $14.35 $238,587 - $264,585	18,438 Added 23.99%	95,310 $1.31 Million
Q3 2022 Nov 01, 2022	BUY	$12.13 - $14.63 $768,447 - $926,825	63,351 Added 468.54%	76,872 $938,000
Q2 2022 Aug 02, 2022	BUY	$13.16 - $17.11 $38,150 - $49,601	2,899 Added 27.29%	13,521 $180,000
Q1 2022 Apr 27, 2022	BUY	$13.9 - $16.6 $147,645 - $176,325	10,622 New	10,622 $176,000

Others Institutions Holding FTRI

# of Institutions

76

Shares Held

9.36M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.18M
Shares

$28.9 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

1.55M
Shares

$20.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

710K
Shares

$9.42 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

477K
Shares

$6.32 Million
0.02% of portfolio
Financial Partners Group, Inc Overland Park, KS

413K
Shares

$5.47 Million
0.86% of portfolio

About FIRST TR ETF FD II FIRST TR IN

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