Truist Financial Corp First Tr ETF Vi Nasdaq Bk ETF Transaction History

Truist Financial Corp

$65.3 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$19.02 - $25.79 $12,324 - $16,711	-648 Reduced 3.86%	16,161 $408,000
Q3 2023 Nov 14, 2023	BUY	$20.36 - $23.79 $342,231 - $399,886	16,809 New	16,809 $347,000
Q1 2023 May 05, 2023	BUY	$20.22 - $29.5 $247,593 - $361,227	12,245 Added 106.47%	23,746 $504,000
Q4 2022 Feb 17, 2023	BUY	$25.59 - $29.26 $4,427 - $5,061	173 Added 1.53%	11,501 $301,000
Q3 2022 Oct 26, 2022	SELL	$25.42 - $30.45 $43,747 - $52,404	-1,721 Reduced 13.19%	11,328 $293,000

Q2 2022 Jul 22, 2022	BUY	$25.81 - $31.41 $1,651 - $2,010	64 Added 0.49%	13,049 $340,000
Q1 2022 Apr 22, 2022	BUY	$30.92 - $37.0 $401,496 - $480,445	12,985 New	12,985 $413,000
Q4 2021 Feb 14, 2022	SELL	$31.33 - $35.32 $228,771 - $257,906	-7,302 Closed	0 $0
Q3 2021 Nov 05, 2021	SELL	$28.6 - $33.29 $721,177 - $839,440	-25,216 Reduced 77.54%	7,302 $238,000
Q2 2021 Aug 16, 2021	BUY	$29.65 - $33.49 $49,426 - $55,827	1,667 Added 5.4%	32,518 $1.01 Million
Q1 2021 May 17, 2021	SELL	$23.69 - $32.43 $71,828 - $98,327	-3,032 Reduced 8.95%	30,851 $962,000
Q4 2020 Feb 18, 2021	BUY	$16.94 - $23.77 $325,620 - $456,906	19,222 Added 131.11%	33,883 $806,000
Q3 2020 Nov 13, 2020	SELL	$16.08 - $19.05 $163,903 - $194,176	-10,193 Reduced 41.01%	14,661 $248,000
Q2 2020 Aug 14, 2020	BUY	$14.16 - $21.61 $157,275 - $240,022	11,107 Added 80.8%	24,854 $441,000
Q1 2020 May 15, 2020	BUY	$13.58 - $28.33 $16,798 - $35,044	1,237 Added 9.89%	13,747 $215,000
Q4 2019 Feb 14, 2020	BUY	$24.29 - $28.47 $303,867 - $356,159	12,510 New	12,510 $353,000

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

Ticker FTXO
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