Regal Investment Advisors LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	BUY	$30.92 - $37.0 $16,325 - $19,536	528 Added 6.81%	8,286 $263,000
Q4 2021 Feb 10, 2022	BUY	$31.33 - $35.32 $243,058 - $274,012	7,758 New	7,758 $255,000
Q1 2020 May 12, 2020	SELL	$13.58 - $28.33 $154,214 - $321,715	-11,356 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$24.29 - $28.47 $15,715 - $18,420	-647 Reduced 5.39%	11,356 $320,000
Q3 2019 Nov 15, 2019	SELL	$23.14 - $26.59 $20,178 - $23,186	-872 Reduced 6.77%	12,003 $307,000
Q2 2019 Jul 26, 2019	SELL	$23.92 - $26.77 $23,896 - $26,743	-999 Reduced 7.2%	12,875 $326,000
Q1 2019 May 09, 2019	SELL	$22.51 - $26.74 $34,485 - $40,965	-1,532 Reduced 9.94%	13,874 $338,000
Q4 2018 Feb 04, 2019	BUY	$21.01 - $28.52 $3,382 - $4,591	161 Added 1.06%	15,406 $343,000
Q3 2018 Nov 05, 2018	BUY	$27.89 - $30.24 $103,890 - $112,644	3,725 Added 32.34%	15,245 $425,000
Q2 2018 Aug 10, 2018	SELL	$28.49 - $30.85 $103,219 - $111,769	-3,623 Reduced 23.93%	11,520 $328,000
Q1 2018 Apr 25, 2018	BUY	$28.86 - $32.18 $160,086 - $178,502	5,547 Added 57.81%	15,143 $447,000
Q4 2017 Feb 06, 2018	BUY	$26.96 - $29.77 $258,708 - $285,672	9,596	9,596 $282,000

Others Institutions Holding FTXO

# of Institutions

86

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
Sector ETFs
Industry ETFs

More about FTXO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.