Patriot Financial Group Insurance Agency, LLC First Trust ETF Vi First Trust Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	$19.51 - $22.89 $3,960 - $4,646	-203 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$22.38 - $23.16 $4,543 - $4,701	203 New	203 $5,000

Others Institutions Holding FTQI

# of Institutions

Shares Held

7.16M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$33.4 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

1.07M
Shares

$21.4 Million
0.03% of portfolio
Integrated Wealth Concepts LLC

664K
Shares

$13.3 Million
0.17% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

540K
Shares

$10.8 Million
0.96% of portfolio
Fifth Third Securities, Inc.

443K
Shares

$8.85 Million
0.8% of portfolio

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