Team Financial Group, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History

Team Financial Group, LLC

$168 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$27.22 - $30.96 $97,039 - $110,372	-3,565 Reduced 67.24%	1,737 $49.2 Million
Q3 2023 Nov 15, 2023	BUY	$25.65 - $31.02 $135,996 - $164,468	5,302 New	5,302 $159 Million

Others Institutions Holding FTXN

# of Institutions

88

Shares Held

7.69M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

4.16M
Shares

$130 Million
0.35% of portfolio
Morgan Stanley New York, NY

870K
Shares

$27.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

447K
Shares

$14 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

282K
Shares

$8.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

199K
Shares

$6.22 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ OIL & G

Ticker FTXN
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