Gradient Investments LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 18, 2021	SELL	$28.6 - $33.29 $2,488 - $2,896	-87 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$24.29 - $28.47 $2,113 - $2,476	87 New	87 $2,000

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

$10.9 Million
2.69% of portfolio
Lpl Financial LLC Fort Mill, SC

275K
Shares

$7.34 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$6.82 Million
0.0% of portfolio
Wagner Wealth Management, LLC Greenville, SC

208K
Shares

$5.57 Million
2.23% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$3.12 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
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