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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.45K+ 64.25% |
$121K - $137K
|
16.5K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
947+ 1.58% |
$17.7K - $20.2K
|
61K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-123- 0.82% |
$2.3K - $2.62K
|
14.9K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.6KNew |
$536K - $610K
|
28.6K
$595K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19+ 126.67% |
$356 - $405
|
34
$706
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
100+ 100.0% |
$1.87K - $2.13K
|
200
$4.15K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.5K- 36.98% |
$215K - $245K
|
19.6K
$407K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
13.8KNew |
$280K - $297K
|
13.8K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.3KNew |
$269K - $285K
|
13.3K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
559+ 5.7% |
$11.3K - $12K
|
10.4K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422+ 12.36% |
$8.54K - $9.06K
|
3.84K
$79.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
74KNew |
$1.5M - $1.59M
|
74K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-55.2K- 38.09% |
$1.12M - $1.19M
|
89.8K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.71K- 15.01% |
$34.6K - $36.7K
|
9.69K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$40.5K - $43K
|
2K
$41.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100New |
$2.02K - $2.15K
|
100
$2.08K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27.7KNew |
$524K - $579K
|
27.7K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.3K- 43.03% |
$215K - $237K
|
15K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
997New |
$18.9K - $20.9K
|
997
$20.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-852- 21.99% |
$16.1K - $17.8K
|
3.02K
$62.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.97KNew |
$189K - $209K
|
9.97K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.6KNew |
$277K - $306K
|
14.6K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.34K+ 15.07% |
$82.3K - $90.8K
|
33.2K
$689K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
190New |
$3.73K - $3.91K
|
190
$3.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
321New |
$6.3K - $6.6K
|
321
$6.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 61.96% |
$24.6K - $25.7K
|
3.27K
$67.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
22KNew |
$432K - $452K
|
22K
$457K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-11.1K- 18.77% |
$217K - $227K
|
47.9K
$994K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
33+ 0.26% |
$648 - $679
|
12.7K
$264K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.3KNew |
$1.4M - $1.47M
|
71.3K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.91K+ 48.82% |
$175K - $184K
|
27.2K
$564K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
338New |
$6.64K - $6.99K
|
338
$7.02K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2KNew |
$406K - $445K
|
22.2K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.94M - $2.12M
|
106K
$2.2M
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$28.1K - $30.1K
|
1.5K
$31.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.3KNew |
$23K - $25.5K
|
1.3K
$27K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
330KNew |
$5.82M - $6.3M
|
330K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
790New |
$13.9K - $15.1K
|
790
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
249K+ 85.61% |
$4.39M - $4.76M
|
540K
$11.2M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-553- 99.82% |
$9.99K - $12K
|
1
$20.8
|
|
| 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
$47.8K
|
|
| 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
$1.52K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2K- 91.43% |
$38.3K - $40.4K
|
187
$3.88K
|
|
|
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
|
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
|
|