Purchases and Sales Made in Q4 2023 in First Trust ETF Vi First Trust (FTQI)
This table provides information about the institutional ownership of First Trust ETF Vi First Trust (FTQI) during Q4 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST ETF VI FIRST TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 28.98% |
$3.63M - $3.99M
|
886K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106KNew |
$1.94M - $2.12M
|
106K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
48K+ 261.27% |
$876K - $961K
|
66.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38KNew |
$693K - $761K
|
38K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
29.9KNew |
$546K - $599K
|
29.9K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 98.6% |
$530K - $581K
|
58.5K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.3KNew |
$461K - $506K
|
25.3K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2KNew |
$406K - $445K
|
22.2K
$466K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
22KNew |
$400K - $439K
|
22K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6KNew |
$394K - $433K
|
21.6K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 332.3% |
$364K - $399K
|
26K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
18.4KNew |
$335K - $368K
|
18.4K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.2KNew |
$333K - $365K
|
18.2K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.5KNew |
$301K - $330K
|
16.5K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$242K - $266K
|
13.3K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.6K+ 124.86% |
$230K - $253K
|
22.7K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.9KNew |
$199K - $218K
|
10.9K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$194K - $213K
|
10.6K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 66.12% |
$188K - $207K
|
26K
$544K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.27K+ 64.31% |
$133K - $146K
|
18.6K
$389K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.92K+ 4.47% |
$35K - $38.5K
|
44.9K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.21K+ 3.43% |
$22K - $24.1K
|
36.4K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
819+ 5.93% |
$14.9K - $16.4K
|
14.6K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
426+ 0.7% |
$7.77K - $8.53K
|
61.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
311+ 2.96% |
$5.67K - $6.23K
|
10.8K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$36.5 - $40
|
2
$41.9
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.2 - $20
|
1
$21
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-221- 0.21% |
$4.03K - $4.42K
|
106K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-771- 0.96% |
$14.1K - $15.4K
|
79.5K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.46K- 8.12% |
$26.7K - $29.3K
|
16.6K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.65K- 12.68% |
$30K - $33K
|
11.3K
$237K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.72K- 1.17% |
$49.6K - $54.4K
|
231K
$4.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.34K- 13.49% |
$60.9K - $66.8K
|
21.4K
$448K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.69K- 99.95% |
$67.2K - $73.8K
|
2
$41.9
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 65.26% |
$107K - $118K
|
3.13K
$65.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.79K- 42.83% |
$124K - $136K
|
9.06K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.66K- 20.87% |
$158K - $173K
|
32.8K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.1K- 2.28% |
$239K - $262K
|
560K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-70.4K- 61.02% |
$1.28M - $1.41M
|
44.9K
$941K
|