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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 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

5.31M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$25.8 Million
0.01% of portfolio
Integrated Wealth Concepts LLC

595K
Shares

$12.5 Million
0.17% of portfolio
Laurel Wealth Advisors, Inc. Solana Beach, CA

540K
Shares

$11.3 Million
0.96% of portfolio
Commonwealth Equity Services, LLC

480K
Shares

$10.1 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

254K
Shares

$5.33 Million
0.23% of portfolio

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