Latest Institutional Transactions on First Tr ETF Vi Nasdaq Oil & G (FTXN)
This table provides information on the latest institutional transactions involving First Tr ETF Vi Nasdaq Oil & G (FTXN) 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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
444+ 6.2% |
$12.3K - $14.1K
|
7.6K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.61% |
$444 - $508
|
2.65K
$72.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.49K- 10.88% |
$41.3K - $47.2K
|
12.2K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.77K- 92.22% |
$160K - $183K
|
487
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.47% |
$27.8 - $31.8
|
214
$5.85K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 3.66% |
$44.5K - $50.9K
|
45.4K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
330New |
$9.16K - $10.5K
|
330
$9.03K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-808- 4.1% |
$22.4K - $25.7K
|
18.9K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.4K+ 26.73% |
$539K - $616K
|
92K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-147- 1.8% |
$4.08K - $4.67K
|
8K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
168+ 1.31% |
$4.67K - $5.33K
|
13K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.5K- 69.89% |
$541K - $619K
|
8.39K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
325New |
$9.03K - $10.3K
|
325
$8.89K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-456- 50.0% |
$12.7K - $14.5K
|
456
$12.5K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-167- 0.29% |
$4.64K - $5.3K
|
57.9K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.4K- 10.04% |
$150K - $172K
|
48.4K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.59K- 21.28% |
$71.8K - $82.1K
|
9.56K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-38- 97.44% |
$1.06K - $1.21K
|
1
$27.4
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-74- 0.88% |
$2.05K - $2.35K
|
8.36K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
111New |
$3.08K - $3.52K
|
111
$3.04K
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.43KNew |
$259K - $305K
|
9.43K
$258K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 153.52% |
$4.06M - $4.78M
|
244K
$6.67M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$55 - $64.7
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.18K- 46.98% |
$170K - $200K
|
6.98K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.46K+ 29.64% |
$123K - $144K
|
19.5K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-40- 17.09% |
$1.1K - $1.29K
|
194
$5.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.58KNew |
$126K - $148K
|
4.58K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.94K- 16.07% |
$53.4K - $62.9K
|
10.2K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-467- 3.23% |
$12.8K - $15.1K
|
14K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-831- 8.93% |
$22.8K - $26.9K
|
8.48K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
71New |
$1.95K - $2.3K
|
71
$1.94K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.5KNew |
$537K - $633K
|
19.5K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
40.1KNew |
$1.1M - $1.3M
|
40.1K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 108.12% |
$41.3K - $48.7K
|
2.9K
$79.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 20.48% |
$467 - $550
|
66
$1.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 10.71% |
$41.2K - $48.6K
|
15.5K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.62K- 14.27% |
$44.5K - $52.4K
|
9.74K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.2K+ 49.28% |
$391K - $461K
|
43.1K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
201New |
$5.52K - $6.51K
|
201
$5.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-341- 1.97% |
$9.37K - $11K
|
16.9K
$463K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 85.8% |
$30.8K - $34.4K
|
181
$4.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-110- 60.77% |
$3.1K - $3.46K
|
71
$1.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-967- 13.08% |
$27.3K - $30.4K
|
6.43K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-92- 1.14% |
$2.59K - $2.9K
|
8K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24K+ 315.05% |
$34.8K - $38.9K
|
1.63K
$44.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.66K- 2.2% |
$46.7K - $52.1K
|
73.4K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.7K- 34.75% |
$1.43M - $1.59M
|
95.1K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12- 0.1% |
$338 - $378
|
12.4K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.36K- 23.11% |
$94.8K - $106K
|
11.2K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.13K- 45.92% |
$31.7K - $35.4K
|
1.33K
$36.2K
|
|