Latest Institutional Transactions on First Trust ETF Vi First Trust (FTQI)
This table provides information on the latest institutional transactions involving First Trust ETF Vi First Trust (FTQI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.82K+ 26.43% |
$55.3K - $57.9K
|
13.5K
$274K
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
135KNew |
$2.65M - $2.78M
|
135K
$2.74M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.92K+ 15.75% |
$76.9K - $80.6K
|
28.8K
$585K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.1K+ 25.96% |
$120K - $125K
|
29.6K
$601K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
366+ 3.65% |
$7.18K - $7.53K
|
10.4K
$211K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
539+ 26.0% |
$10.6K - $11.1K
|
2.61K
$53.1K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
187KNew |
$3.67M - $3.84M
|
187K
$3.79M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
8.41K+ 23.32% |
$165K - $173K
|
44.5K
$904K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 749950.0% |
$295K - $310K
|
15K
$305K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.87K- 15.01% |
$56.4K - $59.4K
|
16.3K
$331K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4K+ 15.82% |
$78.6K - $82.7K
|
29.3K
$595K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.5KNew |
$815K - $859K
|
41.5K
$844K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.91K+ 48.82% |
$175K - $184K
|
27.2K
$552K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.3KNew |
$1.4M - $1.47M
|
71.3K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.5KNew |
$29.5K - $31K
|
1.5K
$30.5K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
338New |
$6.64K - $6.99K
|
338
$6.87K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$199K - $218K
|
10.9K
$222K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2KNew |
$406K - $445K
|
22.2K
$452K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.94M - $2.12M
|
106K
$2.16M
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$28.1K - $30.1K
|
1.5K
$30.5K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15New |
$281 - $301
|
15
$305
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.49KNew |
$28.4K - $29.5K
|
1.49K
$30.3K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.3KNew |
$23K - $25.5K
|
1.3K
$26.4K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
330KNew |
$5.82M - $6.3M
|
330K
$6.7M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
249K+ 85.61% |
$4.39M - $4.76M
|
540K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
790New |
$13.9K - $15.1K
|
790
$16.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-553- 99.82% |
$9.99K - $12K
|
1
$20.3
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-86.8KClosed |
$1.83M - $1.99M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.3KNew |
$47.2K - $49.9K
|
2.3K
$46.7K
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-738Closed |
$15.3K - $16.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-196Closed |
$3.98K - $4.19K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26+ 55.32% |
$492 - $527
|
73
$1.48K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2K- 91.43% |
$38.3K - $40.4K
|
187
$3.8K
|
|
Aug 12, 2020
Q2 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-18.5KClosed |
$354K - $374K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-11.7KClosed |
$225K - $237K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.42KClosed |
$27.2K - $28.7K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
145New |
$3.19K - $3.24K
|
145
$2.95K
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.3KClosed |
$623K - $633K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.9KClosed |
$283K - $288K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-462Closed |
$9.84K - $10.4K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-995Closed |
$19.9K - $21.7K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-258KClosed |
$5.04M - $5.91M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.17KClosed |
$179K - $210K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203Closed |
$3.96K - $4.65K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.46KClosed |
$126K - $148K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.71KNew |
$38.3K - $39.6K
|
1.71K
$34.8K
|
|
Q4 2017 | |||||||
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-20.6KClosed |
$461K - $476K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$22.2 - $22.4
|
1
$20.3
|