Ifg Advisory, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Ifg Advisory, LLC

$1.32 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$20.22 - $29.5 $31,947 - $46,610	1,580 Added 17.78%	10,467 $222,000
Q4 2022 Jan 31, 2023	BUY	$25.59 - $29.26 $127 - $146	5 Added 0.06%	8,887 $232,000
Q3 2022 Oct 28, 2022	SELL	$25.42 - $30.45 $48,755 - $58,403	-1,918 Reduced 17.76%	8,882 $230,000
Q2 2022 Aug 04, 2022	BUY	$25.81 - $31.41 $35,850 - $43,628	1,389 Added 14.76%	10,800 $280,000
Q1 2022 May 04, 2022	BUY	$30.92 - $37.0 $61,623 - $73,741	1,993 Added 26.87%	9,411 $299,000

Q4 2021 Feb 14, 2022	BUY	$31.33 - $35.32 $25,345 - $28,573	809 Added 12.24%	7,418 $243,000
Q3 2021 Oct 12, 2021	BUY	$28.6 - $33.29 $189,017 - $220,013	6,609 New	6,609 $215,000
Q1 2020 May 11, 2020	SELL	$13.58 - $28.33 $105,068 - $219,189	-7,737 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$24.29 - $28.47 $187,931 - $220,272	7,737 New	7,737 $218,000

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

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